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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 %
FWCM
601
Ferguson Wellman Capital Management
Oregon
$679K +$8.12K +92 +1%
GVT
602
Genesee Valley Trust
New York
$675K +$972 +11 +0.1%
FFC
603
First Financial Corp
Indiana
$672K +$2.74K +31 +0.4%
BCM
604
Brookstone Capital Management
Illinois
$670K +$239K +2,702 +55%
SIC
605
Shoker Investment Counsel
Ohio
$666K +$42K +476 +7%
BFEC
606
Benjamin F. Edwards & Company
Missouri
$664K +$158K +1,785 +31%
SC
607
Schulhoff & Co
Ohio
$663K – – –
HCM
608
Howland Capital Management
Massachusetts
$651K -$19.7K -223 -3%
HT
609
HighTower Trust
Texas
$650K -$12.4K -140 -2%
BAS
610
Brown Advisory Securities
Maryland
$646K +$15.2K +172 +2%
HJGA
611
Hardman Johnston Global Advisors
Connecticut
$641K -$1.2M -13,548 -65%
BAM
612
Burnham Asset Management
New York
$641K +$126K +1,423 +24%
RWA
613
Ropes Wealth Advisors
Massachusetts
$640K +$640K +7,241 New
AAM
614
Autus Asset Management
Arizona
$633K +$633K +7,161 New
NFG
615
Next Financial Group
Texas
$622K -$22.2K -251 -3%
CI
616
CAZ Investments
Texas
$621K – – –
CCIA
617
Campbell & Co Investment Adviser
Maryland
$621K +$621K +7,031 New
FNB
618
Farmers National Bank
Kentucky
$612K – – –
NA
619
Navellier & Associates
Nevada
$607K -$38.6K -437 -6%
AMIM
620
Aull & Monroe Investment Management
Alabama
$602K -$19.8K -224 -3%
FLAM
621
First Light Asset Management
Minnesota
$599K – – –
STMM
622
South Texas Money Management
Texas
$595K +$62.9K +712 +12%
CK
623
Cohen Klingenstein
New York
$592K – – –
SFSIG
624
San Francisco Sentry Investment Group
California
$592K – – –
SWM
625
Strategic Wealth Management
Washington
$585K +$585K +6,626 New
23 24
25
26 27