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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 %
CASB
526
Cape Ann Savings Bank
Massachusetts
$1.05M – – –
WS
527
Wedbush Securities
California
$1.05M +$18.3K +222 +2%
AHS
528
Aspiriant Holdings S3
California
$1.04M -$232K -2,818 -18%
TCOTO
529
Trust Company of the Ozarks
Missouri
$1.04M -$34.4K -418 -3%
BFM
530
Boston Financial Management
Massachusetts
$1.04M -$46K -558 -4%
RDM
531
Retirement Design & Management
Connecticut
$1.03M +$1.03M +12,494 New
NAM
532
NTV Asset Management
West Virginia
$1.01M -$27.5K -334 -3%
PSI
533
Pinnacle Summer Investments
Virginia
$993K +$993K +12,056 New
PAM
534
Palisade Asset Management
Minnesota
$987K -$1.4K -17 -0.1%
BW
535
Bison Wealth
Georgia
$987K +$84.8K +1,029 +9%
CFA
536
CT Financial Advisors
Pennsylvania
$962K – – –
CAN
537
Cetera Advisor Networks
California
$958K -$43.6K -531 -4%
Credit Agricole
538
Credit Agricole
France
$958K +$958K +11,628 New
CWM
539
Concert Wealth Management
California
$939K +$34.3K +419 +4%
HPC
540
HM Payson & Co
Maine
$937K – – –
SCM
541
Shelton Capital Management
Colorado
$934K +$25.3K +307 +3%
DC
542
Deere & Company
Illinois
$932K – – –
WRM
543
Westport Resources Management
Connecticut
$931K +$20.7K +251 +2%
SM
544
Stratton Management
Pennsylvania
$921K +$488K +5,921 +112%
NRS
545
Neville Rodie & Shaw
New York
$913K -$9.23K -112 -1%
SAM
546
Silvercrest Asset Management
New York
$907K – – –
NAM
547
Nichols Asset Management
Massachusetts
$907K – – –
AI
548
Atria Investments
North Carolina
$903K +$85.2K +1,034 +10%
LCM
549
Logan Capital Management
Pennsylvania
$883K -$20.8K -253 -2%
SFSG
550
Stearns Financial Services Group
North Carolina
$881K -$10K -122 -1%
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