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

Top Sellers

1
SSM
Sound Shore Management
Connecticut
$0
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.31M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$85.5M
4
BTS
BB&T Securities
Virginia
$546M
5
WCM
Wedge Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
526
Boston Financial Management
Massachusetts
$1.16M -$288K -3,264 -20%
SAM
527
Silvercrest Asset Management
New York
$1.15M +$170K +1,920 +17%
CASB
528
Cape Ann Savings Bank
Massachusetts
$1.14M -$10.8K -122 -0.9%
SWP
529
Stratos Wealth Partners
Ohio
$1.13M +$4.93K +56 +0.4%
Walleye Trading
530
Walleye Trading
New York
$1.13M +$1.13M +12,802 New
CA
531
Cetera Advisors
Colorado
$1.13M +$1.33K +15 +0.1%
GC
532
Garde Capital
Washington
$1.11M +$52.9K +599 +5%
NAM
533
NTV Asset Management
West Virginia
$1.11M – – –
ST
534
Somerset Trust
Pennsylvania
$1.09M +$78.7K +891 +8%
CAN
535
Cetera Advisor Networks
California
$1.09M -$97.7K -1,098 -8%
AP
536
Appleton Partners
Massachusetts
$1.08M +$194K +2,199 +22%
Susquehanna International Group
537
Susquehanna International Group
Pennsylvania
$1.08M -$4.49M -50,769 -81%
FAM
538
Fred Alger Management
New York
$1.07M +$1.07M +12,109 New
PAM
539
Palisade Asset Management
Minnesota
$1.07M – – –
IFB
540
iAB Financial Bank
Indiana
$1.07M +$109K +1,228 +11%
Bessemer Group
541
Bessemer Group
New Jersey
$1.06M -$357K -4,043 -25%
GD
542
Grandfield & Dodd
New York
$1.06M -$17.8K -201 -2%
ANTB
543
AMG National Trust Bank
Colorado
$1.05M – – –
WS
544
Wedbush Securities
California
$1.04M +$88.4K +1,000 +9%
CFA
545
CT Financial Advisors
Pennsylvania
$1.03M -$46.7K -529 -4%
HL
546
HeadInvest LLC
Maine
$1M +$66.1K +748 +7%
DC
547
Deere & Company
Illinois
$1M -$70K -792 -7%
HPC
548
HM Payson & Co
Maine
$994K -$19.9K -225 -2%
NRS
549
Neville Rodie & Shaw
New York
$989K -$9.81K -111 -1%
NAM
550
Nichols Asset Management
Massachusetts
$973K – – –
20 21
22
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