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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 %
GI
551
GAMCO Investors
Connecticut
$970K +$24.6K +279 +3%
ACM
552
Argyle Capital Management
Pennsylvania
$969K – – –
DWT
553
Dorsey & Whitney Trust
South Dakota
$968K +$24.1K +272 +3%
SFSG
554
Stearns Financial Services Group
North Carolina
$956K +$8.04K +91 +0.8%
CTC
555
Central Trust Company
Missouri
$947K -$33.9K -384 -3%
NGA
556
Naples Global Advisors
Florida
$938K +$1.59K +18 +0.2%
EIP
557
Epoch Investment Partners
New York
$928K -$2.56M -28,970 -73%
IT
558
Investors Trust
Texas
$908K – – –
JWS
559
Juncture Wealth Strategies
Arizona
$907K -$805K -9,109 -47%
MIP
560
Marietta Investment Partners
Wisconsin
$891K +$252K +2,857 +40%
IT
561
Independence Trust
Tennessee
$890K – – –
MAA
562
Mraz Amerine & Associates
California
$880K – – –
BW
563
Bison Wealth
Georgia
$878K +$31.5K +357 +4%
BCMO
564
Buckingham Capital Management (Ohio)
Ohio
$858K -$29.6K -335 -3%
CCA
565
Cobblestone Capital Advisors
New York
$842K -$14.8K -167 -2%
DMC
566
Drexel Morgan & Co
Pennsylvania
$841K +$10.2K +116 +1%
IB
567
Intrust Bank
Kansas
$836K +$118K +1,331 +16%
LCM
568
Logan Capital Management
Pennsylvania
$833K +$91.9K +1,039 +12%
DSC
569
Duncker Streett & Co
Missouri
$832K – – –
PIA
570
Peachtree Investment Advisors
Georgia
$827K +$398K +4,503 +93%
AI
571
Atria Investments
North Carolina
$824K -$175K -1,985 -18%
DAM
572
Doheny Asset Management
California
$811K – – –
OC
573
Oakworth Capital
Alabama
$802K – – –
FGP
574
Foyston, Gordon, & Payne
Ontario, Canada
$799K – – –
HVIA
575
Hudson Valley Investment Advisors
New York
$795K +$359K +4,063 +82%
21 22
23
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