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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 %
AP
576
Advisor Partners
California
$763K -$8.9K -108 -1%
DMC
577
Drexel Morgan & Co
Pennsylvania
$757K +$494 +6 +0.1%
CS
578
Credential Securities
$754K +$7.25K +88 +1%
FGP
579
Foyston, Gordon, & Payne
Ontario, Canada
$751K +$6.18K +75 +0.8%
HVIA
580
Hudson Valley Investment Advisors
New York
$748K -$39.1K -475 -5%
CCM
581
Chickasaw Capital Management
Tennessee
$735K – – –
BCMO
582
Buckingham Capital Management (Ohio)
Ohio
$728K -$41.3K -502 -5%
PVWM
583
Point View Wealth Management
New Jersey
$717K +$2.22K +27 +0.3%
GC
584
Garde Capital
Washington
$716K -$147K -1,786 -17%
LDB
585
Lee, Danner & Bass
Tennessee
$701K – – –
VCM
586
Violich Capital Management
California
$698K – – –
GI
587
GAMCO Investors
Connecticut
$693K -$72.6K -881 -9%
GHAM
588
Gilman Hill Asset Management
Connecticut
$690K +$16.2K +197 +2%
PFM
589
PacWest Financial Management
Arizona
$687K +$4.12K +50 +0.6%
WCBA
590
Weaver C. Barksdale & Associates
Tennessee
$685K – – –
CCA
591
Cobblestone Capital Advisors
New York
$681K -$87.9K -1,068 -11%
HT
592
HighTower Trust
Texas
$678K – – –
BRWA
593
B. Riley Wealth Advisors
Florida
$664K +$26.5K +320 +4%
Luther King Capital Management (LKCM)
594
Luther King Capital Management (LKCM)
Texas
$662K -$22.1K -268 -3%
WJA
595
Williams Jones & Associates
New York
$659K – – –
BAS
596
Brown Advisory Securities
Maryland
$656K +$23.2K +281 +4%
FC
597
Forte Capital
New York
$654K +$9.23K +112 +1%
HCM
598
Howland Capital Management
Massachusetts
$647K +$40K +485 +7%
SJIC
599
St. James Investment Company
Texas
$635K +$115K +1,401 +22%
CA
600
Cetera Advisors
Colorado
$634K -$416K -5,055 -40%
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