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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 %
SA
601
Strategic Advisors
New York
$634K – – –
SIC
602
Salem Investment Counselors
North Carolina
$633K – – –
SIC
603
Shoker Investment Counsel
Ohio
$620K -$12.9K -157 -2%
FCCM
604
First City Capital Management
Georgia
$617K – – –
SC
605
Schulhoff & Co
Ohio
$613K +$9.13K +111 +2%
ACH
606
ArrowMark Colorado Holdings
Colorado
$612K – – –
OC
607
Oakworth Capital
Alabama
$586K – – –
HCM
608
Hollencrest Capital Management
California
$575K +$386K +4,687 +204%
HJGA
609
Hardman Johnston Global Advisors
Connecticut
$571K -$6.43K -78 -1%
BAM
610
Burnham Asset Management
New York
$570K -$27.6K -335 -5%
AAM
611
Azzad Asset Management
Virginia
$566K +$35.3K +429 +7%
BWAM
612
Boyd Watterson Asset Management
Ohio
$565K +$165 +2 +0%
JC
613
Jacobs & Co
California
$560K -$45.9K -558 -8%
FFC
614
First Financial Corp
Indiana
$559K -$73.6K -893 -12%
EAM
615
Eagle Asset Management
Florida
$558K -$658 -8 -0.1%
FLAM
616
First Light Asset Management
Minnesota
$558K – – –
Verition Fund Management
617
Verition Fund Management
Connecticut
$558K +$558K +6,771 New
CG
618
Colony Group
Massachusetts
$552K -$32.9K -400 -6%
FNB
619
Farmers National Bank
Kentucky
$552K -$9.23K -112 -2%
SFSIG
620
San Francisco Sentry Investment Group
California
$552K – – –
CK
621
Cohen Klingenstein
New York
$552K – – –
WMC
622
Westwood Management Corporation
Illinois
$552K +$552K +6,696 New
STMM
623
South Texas Money Management
Texas
$550K +$15.1K +183 +3%
FAT
624
First American Trust
California
$547K – – –
MCA
625
Mercer Capital Advisers
New Jersey
$541K – – –
23 24
25
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