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Novartis
NVS

Overview Fund Activity

939 hedge funds and large institutions have $23.3B invested in Novartis in 2015 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 313 increasing their positions, 375 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+21
Holders Change %
+2.29%
% of All Funds
25.05%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1.84%
New
83
Increased
313
Reduced
375
Closed
51
Calls
$43.8M
Puts
$31.2M
Net Calls
+$12.6M
Net Calls Change
-$93.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$438M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$176M
3
Franklin Resources
3
Franklin Resources
California
$363M
4
Jennison Associates
4
Jennison Associates
New York
$76.2M
5
TCIM
5
TIAA CREF Investment Management
New York
$67.7M

Top Sellers

1
SSM
1
Sound Shore Management
Connecticut
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$7.31M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$85.5M
4
BTS
4
BB&T Securities
Virginia
$546M
5
WCM
5
Wedge Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YIA
501
YHB Investment Advisors
Connecticut
$1.35M +$23K +260 +2%
CB
502
Chemical Bank
Michigan
$1.35M +$69.1K +782 +5%
BOH
503
Bank of Hawaii
Hawaii
$1.33M +$25.6K +290 +2%
WIS
504
Wright Investors Service
Connecticut
$1.32M -$6.89K -78 -0.5%
JFA
505
JNBA Financial Advisors
Minnesota
$1.32M -$47.8K -541 -4%
WSCM
506
Wellington Shields Capital Management
New York
$1.31M -$28.8K -326 -2%
Toronto Dominion Bank
507
Toronto Dominion Bank
Ontario, Canada
$1.29M -$17.2K -195 -1%
RGC
508
Roberts, Glore & Co
Illinois
$1.28M -$385K -4,358 -23%
GLA
509
Great Lakes Advisors
Illinois
$1.27M +$86.4K +978 +7%
PIM
510
Penobscot Investment Management
Massachusetts
$1.27M – – –
First Eagle Investment Management
511
First Eagle Investment Management
New York
$1.27M – – –
ARTA
512
A.R.T. Advisors
New York
$1.27M -$3.3M -37,348 -72%
AHS
513
Aspiriant Holdings S3
California
$1.26M -$6.36K -72 -0.5%
VFA
514
Voya Financial Advisors
Connecticut
$1.25M +$1.25M +13,788 New
ITIM
515
Indiana Trust & Investment Management
Indiana
$1.23M +$1.23M +13,922 New
CONA
516
Capital One National Association
New York
$1.22M -$649K -7,341 -35%
State Street
517
State Street
Massachusetts
$1.22M – – –
TCOTO
518
Trust Company of the Ozarks
Missouri
$1.21M -$134K -1,515 -10%
CC
519
ClearArc Capital
Ohio
$1.2M +$988K +11,185 +460%
CIC
520
Carnegie Investment Counsel
Ohio
$1.2M +$141K +1,525 +13%
ACI
521
Alpha Cubed Investments
California
$1.2M -$212K -2,395 -15%
PCM
522
Princeton Capital Management
New Jersey
$1.19M +$1.19M +13,433 New
D.E. Shaw & Co
523
D.E. Shaw & Co
New York
$1.18M +$1.18M +13,392 New
SCM
524
Shelton Capital Management
Colorado
$1.17M -$55.9K -633 -5%
PSI
525
Pinnacle Summer Investments
Virginia
$1.17M -$44.5K -503 -4%
19 20
21
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