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Novartis
NVS

Overview Fund Activity

925 hedge funds and large institutions have $21.4B invested in Novartis in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 335 increasing their positions, 349 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
-18
Holders Change %
-1.91%
% of All Funds
25.85%
Holding in Top 10
59
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.28%
% of All Funds
1.65%
New
43
Increased
335
Reduced
349
Closed
53
Calls
$69.6M
Puts
$71M
Net Calls
-$1.35M
Net Calls Change
-$46.3M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$312M
2
State Street
State Street
Massachusetts
+$306M
3
Bank of America
Bank of America
North Carolina
+$306M
4
IC
Institutional Capital
Illinois
+$210M
5
MNA
Manning & Napier Advisors
New York
+$137M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
Dodge & Cox
Dodge & Cox
California
-$207M
3
Primecap Management
Primecap Management
California
-$122M
4
BG
Bahl & Gaynor
Ohio
-$78.6M
5
Northern Trust
Northern Trust
Illinois
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFC
501
Klingenstein Fields & Co
New York
$1.28M – – –
JWBC
502
J.W. Burns & Co
New York
$1.25M -$10.1K -123 -0.8%
CB
503
Chemical Bank
Michigan
$1.25M – – –
PCM
504
Parsons Capital Management
Rhode Island
$1.25M – – –
YIA
505
YHB Investment Advisors
Connecticut
$1.24M -$25.2K -306 -2%
CPIM
506
Columbia Partners Investment Management
Virginia
$1.23M -$107K -1,299 -8%
EWMCB
507
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.23M +$54.8K +665 +5%
CBN
508
Cadence Bank NA
Texas
$1.23M +$692K +8,399 +129%
BOH
509
Bank of Hawaii
Hawaii
$1.23M -$23.3K -283 -2%
NGA
510
Naples Global Advisors
Florida
$1.23M +$318K +3,866 +35%
WSCM
511
Wellington Shields Capital Management
New York
$1.22M – – –
JFA
512
JNBA Financial Advisors
Minnesota
$1.2M -$18.4K -223 -2%
First Eagle Investment Management
513
First Eagle Investment Management
New York
$1.18M – – –
V
514
Veritable
Delaware
$1.18M +$20.9K +254 +2%
Bessemer Group
515
Bessemer Group
New Jersey
$1.16M -$166K -2,010 -12%
HI
516
HBK Investments
Texas
$1.16M -$349K -4,240 -23%
RGC
517
Roberts, Glore & Co
Illinois
$1.13M -$46K -558 -4%
MFS
518
MSI Financial Services
Massachusetts
$1.13M -$1.97M -23,923 -64%
ATC
519
Argent Trust Company
Louisiana
$1.12M -$1.81K -22 -0.2%
ST
520
Somerset Trust
Pennsylvania
$1.12M +$34.9K +424 +3%
VFA
521
Voya Financial Advisors
Connecticut
$1.12M +$23.6K +294 +2%
AAM
522
AR Asset Management
California
$1.12M +$648K +7,867 +138%
ACI
523
Alpha Cubed Investments
California
$1.09M +$3.16K +39 +0.3%
MIP
524
Marietta Investment Partners
Wisconsin
$1.08M -$318K -3,933 -23%
CWA
525
Cypress Wealth Advisors
California
$1.08M +$1.08M +13,104 New
19 20
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