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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 %
CCM
576
Chickasaw Capital Management
Tennessee
$789K – – –
IIC
577
Ironwood Investment Counsel
Arizona
$786K – – –
CS
578
Credential Securities
$777K +$42.4K +480 +6%
AAM
579
Aberdeen Asset Management
United Kingdom
$769K – – –
PVWM
580
Point View Wealth Management
New Jersey
$769K +$20.9K +236 +3%
FC
581
Forte Capital
New York
$766K -$118K -1,300 -13%
JC
582
Jacobs & Co
California
$763K -$27.1K -307 -3%
LDB
583
Lee, Danner & Bass
Tennessee
$760K -$17.2K -195 -2%
VCM
584
Violich Capital Management
California
$749K – – –
WCBA
585
Weaver C. Barksdale & Associates
Tennessee
$735K -$18K -204 -2%
GHAM
586
Gilman Hill Asset Management
Connecticut
$733K -$4.95K -56 -0.7%
PFM
587
PacWest Financial Management
Arizona
$732K +$12.8K +145 +2%
FCCM
588
First City Capital Management
Georgia
$729K -$27.2K -308 -4%
Luther King Capital Management (LKCM)
589
Luther King Capital Management (LKCM)
Texas
$726K – – –
TH
590
Timber Hill
Connecticut
$725K -$1.25M -14,155 -63%
AP
591
Advisor Partners
California
$724K -$97.7K -1,106 -12%
ANBTV
592
American National Bank & Trust (Virginia)
Virginia
$722K +$181K +2,054 +34%
Twin Tree Management
593
Twin Tree Management
Texas
$722K +$475K +5,383 +193%
SPC
594
Sigma Planning Corp
Michigan
$717K -$352K -3,981 -33%
WJA
595
Williams Jones & Associates
New York
$716K – – –
BWAM
596
Boyd Watterson Asset Management
Ohio
$709K +$971 +11 +0.1%
IC
597
Inverness Counsel
New York
$703K -$203K -2,299 -22%
CIS
598
Connors Investor Services
Pennsylvania
$699K +$98.7K +1,116 +16%
FIM
599
Freedom Investment Management
Connecticut
$689K +$203K +2,294 +42%
SIC
600
Salem Investment Counselors
North Carolina
$685K – – –
22 23
24
25 26