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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 %
Luther King Capital Management (LKCM)
601
Luther King Capital Management (LKCM)
Texas
$590K -$30.6K -396 -5%
SIC
602
Shoker Investment Counsel
Ohio
$588K +$7.86K +102 +1%
BAS
603
Brown Advisory Securities
Maryland
$586K -$27.4K -355 -4%
OC
604
Oakworth Capital
Alabama
$583K +$34.4K +446 +6%
AIA
605
Alerus Investment Advisors
Minnesota
$582K +$220K +3,091 +61%
CCA
606
Cobblestone Capital Advisors
New York
$580K -$57.6K -748 -9%
AAM
607
Azzad Asset Management
Virginia
$580K +$49.7K +645 +9%
SC
608
Schulhoff & Co
Ohio
$574K – – –
ACH
609
ArrowMark Colorado Holdings
Colorado
$573K – – –
FCCM
610
First City Capital Management
Georgia
$573K -$4.32K -56 -0.7%
SA
611
Strategic Advisors
New York
$568K -$25.7K -334 -4%
DCM
612
Dynamic Capital Management
Jersey
$566K +$243K +3,158 +75%
WAM
613
Wealthspire Advisors (Maryland)
Maryland
$563K +$563K +7,308 New
FC
614
Forte Capital
New York
$556K -$56.1K -727 -9%
IA
615
IFP Advisors
Florida
$553K +$553K +7,171 New
HT
616
HighTower Trust
Texas
$552K -$82.9K -1,075 -13%
CA
617
Cetera Advisors
Colorado
$551K -$43.2K -561 -7%
IAA
618
Ironsides Asset Advisors
North Carolina
$548K +$548K +7,113 New
BRWA
619
B. Riley Wealth Advisors
Florida
$544K -$78.1K -1,008 -13%
YP
620
Yellowstone Partners
Idaho
$539K +$105K +1,358 +24%
BAM
621
Burnham Asset Management
New York
$533K – – –
UR
622
USCA RIA
Texas
$533K +$92.1K +1,196 +21%
HCM
623
Hollencrest Capital Management
California
$526K -$12.9K -167 -2%
ICAS
624
Investors Capital Advisory Services
Massachusetts
$524K +$37.1K +483 +8%
EAM
625
Eagle Asset Management
Florida
$523K – – –
23 24
25
26 27