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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 %
FWCM
551
Ferguson Wellman Capital Management
Oregon
$880K +$10.2K +124 +1%
CTC
552
Central Trust Company
Missouri
$879K -$330 -4 -0%
IFB
553
iAB Financial Bank
Indiana
$878K -$115K -1,395 -12%
HL
554
HeadInvest LLC
Maine
$872K – – –
FAM
555
Formidable Asset Management
Ohio
$872K +$872K +10,596 New
ITIM
556
Indiana Trust & Investment Management
Indiana
$867K -$370K -4,492 -30%
EIM
557
Essex Investment Management
Massachusetts
$862K -$835K -10,146 -49%
ACM
558
Argyle Capital Management
Pennsylvania
$853K -$18.4K -223 -2%
DWT
559
Dorsey & Whitney Trust
South Dakota
$848K +$5.03K +61 +0.6%
RWA
560
Ropes Wealth Advisors
Massachusetts
$836K +$303K +3,673 +57%
FIB
561
First Interstate Bank
Montana
$830K +$552K +6,696 +198%
MAA
562
Mraz Amerine & Associates
California
$820K – – –
Simplex Trading
563
Simplex Trading
Illinois
$820K +$774K +9,400 +1,688%
AAM
564
Aberdeen Asset Management
United Kingdom
$818K – – –
Walleye Trading
565
Walleye Trading
New York
$816K +$704K +8,543 +629%
IIC
566
Ironwood Investment Counsel
Arizona
$815K -$9.22K -112 -1%
PIA
567
Peachtree Investment Advisors
Georgia
$813K -$61.4K -746 -7%
ANBTV
568
American National Bank & Trust (Virginia)
Virginia
$811K -$6.59K -80 -0.8%
BFEC
569
Benjamin F. Edwards & Company
Missouri
$790K +$121K +1,466 +18%
IB
570
Intrust Bank
Kansas
$787K -$8.57K -104 -1%
SPC
571
Sigma Planning Corp
Michigan
$782K +$83.6K +1,015 +12%
SCM
572
Stevens Capital Management
Pennsylvania
$776K -$3.32M -40,351 -81%
DBT
573
Dubuque Bank & Trust
Iowa
$776K -$179K -2,173 -19%
JWS
574
Juncture Wealth Strategies
Arizona
$772K +$27.5K +334 +4%
DSC
575
Duncker Streett & Co
Missouri
$764K +$6.51K +79 +0.9%
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