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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 %
OLA
551
Oliver Luxxe Assets
New Jersey
$823K +$823K +11,887 New
CAN
552
Cetera Advisor Networks
California
$818K -$84.1K -1,088 -9%
SFSG
553
Stearns Financial Services Group
North Carolina
$816K -$9.02K -117 -1%
FWCM
554
Ferguson Wellman Capital Management
Oregon
$815K -$8.56K -111 -1%
WRM
555
Westport Resources Management
Connecticut
$812K -$59.3K -770 -7%
EIM
556
Essex Investment Management
Massachusetts
$807K – – –
DMC
557
Drexel Morgan & Co
Pennsylvania
$804K +$95.3K +1,236 +13%
ACM
558
Argyle Capital Management
Pennsylvania
$799K – – –
DWT
559
Dorsey & Whitney Trust
South Dakota
$790K -$3.24K -42 -0.4%
CWM
560
Concert Wealth Management
California
$789K -$97K -1,256 -11%
RWA
561
Ropes Wealth Advisors
Massachusetts
$782K – – –
IIC
562
Ironwood Investment Counsel
Arizona
$781K +$17.2K +223 +2%
IFB
563
iAB Financial Bank
Indiana
$779K -$43K -558 -5%
BFEC
564
Benjamin F. Edwards & Company
Missouri
$776K +$36.1K +468 +5%
VIA
565
Vident Investment Advisory
Georgia
$775K +$775K +10,052 New
JWS
566
Juncture Wealth Strategies
Arizona
$774K +$51.6K +670 +7%
MAA
567
Mraz Amerine & Associates
California
$768K – – –
ANBTV
568
American National Bank & Trust (Virginia)
Virginia
$763K +$4.47K +58 +0.6%
FAM
569
Formidable Asset Management
Ohio
$762K -$44.5K -585 -6%
RFA
570
Reilly Financial Advisors
California
$743K +$577K +7,488 +349%
PCMM
571
Private Capital Management (Minnesota)
Minnesota
$740K +$740K +9,598 New
ST
572
Sabal Trust
Florida
$731K -$19.3M -250,098 -96%
AP
573
Advisor Partners
California
$729K +$14.7K +190 +2%
DBT
574
Dubuque Bank & Trust
Iowa
$727K +$463 +6 +0.1%
CS
575
Credential Securities
$726K +$20.9K +271 +3%
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