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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 %
YIA
501
YHB Investment Advisors
Connecticut
$1.14M -$21.8K -283 -2%
VFA
502
Voya Financial Advisors
Connecticut
$1.14M +$50.4K +643 +5%
PWS
503
Peloton Wealth Strategists
Indiana
$1.14M -$211K -2,734 -16%
AIP
504
Ameritas Investment Partners
Nebraska
$1.13M +$1.08M +13,972 +2,200%
NED
505
Nancy E. Dempze
$1.11M +$1.11M +14,437 New
WB
506
Webster Bank
Connecticut
$1.11M -$88.6K -1,149 -7%
First Eagle Investment Management
507
First Eagle Investment Management
New York
$1.11M – – –
JFA
508
JNBA Financial Advisors
Minnesota
$1.09M -$30.1K -390 -3%
CPIM
509
Columbia Partners Investment Management
Virginia
$1.08M -$75.9K -984 -7%
ST
510
Somerset Trust
Pennsylvania
$1.08M +$25.6K +332 +2%
SRP
511
Saddle Road Partners
Nebraska
$1.08M +$1.08M +13,939 New
FIM
512
Freedom Investment Management
Connecticut
$1.07M +$814K +10,559 +313%
SGAM
513
Smith Group Asset Management
Texas
$1.07M +$1.07M +13,884 New
SS
514
Simplicity Solutions
Minnesota
$1.06M +$1.06M +13,694 New
RGC
515
Roberts, Glore & Co
Illinois
$1.06M -$6.4K -83 -0.6%
CB
516
Chemical Bank
Michigan
$1.05M -$128K -1,664 -11%
MCM
517
Murphy Capital Management
New Jersey
$1.04M -$206K -2,678 -17%
AHS
518
Aspiriant Holdings S3
California
$1.02M +$52.1K +675 +5%
ACI
519
Alpha Cubed Investments
California
$1.02M -$13.3K -172 -1%
PIA
520
Peachtree Investment Advisors
Georgia
$1.01M +$249K +3,236 +33%
CWA
521
Cypress Wealth Advisors
California
$1.01M -$308 -4 -0%
CASB
522
Cape Ann Savings Bank
Massachusetts
$1.01M +$20K +260 +2%
P
523
Pitcairn
Pennsylvania
$987K +$987K +12,805 New
AI
524
Ariel Investments
Illinois
$969K +$969K +12,574 New
WS
525
Wedbush Securities
California
$957K -$20.3K -264 -2%
19 20
21
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