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Novartis
NVS

Overview Fund Activity

926 hedge funds and large institutions have $20B invested in Novartis in 2015 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 335 increasing their positions, 330 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
24.32%
Holding in Top 10
42
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.81%
% of All Funds
1.1%
New
83
Increased
335
Reduced
330
Closed
69
Calls
$35.2M
Puts
$49.4M
Net Calls
-$14.2M
Net Calls Change
-$12.9M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$237M
2
Renaissance Technologies
Renaissance Technologies
New York
+$121M
3
IC
Institutional Capital
Illinois
+$66.7M
4
State Street
State Street
Massachusetts
+$64.9M
5
MNA
Manning & Napier Advisors
New York
+$62.6M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$72.9M
2
Dodge & Cox
Dodge & Cox
California
-$53M
3
SI
Scharf Investments
California
-$51.3M
4
BBHC
Brown Brothers Harriman & Co
New York
-$46.7M
5
Parnassus Investments
Parnassus Investments
California
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
476
Millie Capital Management
California
$1.31M -$34.4K -446 -3%
RHBC
477
R.H. Bluestein & Co
Michigan
$1.31M – – –
WMSA
478
Weiss Multi-Strategy Advisers
New York
$1.29M -$430K -5,580 -25%
FIB
479
First Interstate Bank
Montana
$1.28M +$505K +6,556 +65%
AT
480
Argent Trust
Texas
$1.28M +$1.28M +16,565 New
SCM
481
Stonebridge Capital Management
California
$1.27M -$43K -558 -3%
CBN
482
Cadence Bank NA
Texas
$1.27M +$120K +1,558 +10%
LWAC
483
Laurel Wealth Advisors (California)
California
$1.27M +$1.27M +16,459 New
MCM
484
McKinley Capital Management
Alaska
$1.26M -$666K -8,630 -34%
JWBC
485
J.W. Burns & Co
New York
$1.26M +$88.2K +1,144 +8%
1GA
486
1st Global Advisors
Texas
$1.25M -$165K -2,134 -12%
NCM
487
Narwhal Capital Management
Georgia
$1.25M – – –
HPCM
488
High Pointe Capital Management
Illinois
$1.25M +$9.33K +121 +0.8%
PCP
489
Proficio Capital Partners
Massachusetts
$1.24M +$1.24M +16,093 New
TCM
490
Texan Capital Management
Texas
$1.23M +$17.3K +224 +1%
JMH
491
J.M. Hartwell
New York
$1.22M – – –
KFC
492
Klingenstein Fields & Co
New York
$1.2M +$2.85K +37 +0.2%
CONA
493
Capital One National Association
New York
$1.19M -$54.3K -705 -4%
AIG
494
American International Group
New York
$1.19M -$384K -4,982 -24%
SWP
495
Stratos Wealth Partners
Ohio
$1.19M -$29.7K -385 -2%
NGA
496
Naples Global Advisors
Florida
$1.18M +$33.2K +430 +3%
SCA
497
Salient Capital Advisors
Texas
$1.15M -$828K -10,736 -42%
PCM
498
Parsons Capital Management
Rhode Island
$1.15M -$24.1K -313 -2%
V
499
Veritable
Delaware
$1.15M +$46.9K +608 +4%
EFS
500
Essex Financial Services
Connecticut
$1.14M -$77.2K -1,001 -6%
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