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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 %
MCA
626
Mercer Capital Advisers
New Jersey
$581K -$9.9K -112 -2%
ACM
627
Apex Capital Management
Ohio
$579K +$33.8K +383 +6%
FAT
628
First American Trust
California
$576K – – –
DC
629
Davenport & Co
Virginia
$574K -$143K -1,622 -20%
BC
630
Banced Corp
Illinois
$572K -$89.6K -1,014 -14%
BRWA
631
B. Riley Wealth Advisors
Florida
$571K -$244K -2,762 -30%
ID
632
Integral Derivatives
New York
$570K +$570K +6,456 New
CA
633
Cambridge Advisors
Nebraska
$568K -$321K -8,318 -36%
HCM
634
Hutchinson Capital Management
California
$568K – – –
LBC
635
Lawrence B. Cohen
$566K -$13.8K -156 -2%
IAS
636
IMA Advisory Services
Colorado
$566K -$3.01K -34 -0.5%
CBU
637
CIBC Bank USA
Illinois
$561K -$291K -3,290 -34%
TCB
638
Texas Capital Bancshares
Texas
$558K -$75.8K -858 -12%
FFBTD
639
First Financial Bank - Trust Division
Ohio
$553K -$12.9K -146 -2%
WRM
640
Westport Resources Management
Connecticut
$552K -$15.5K -176 -3%
CIP
641
Convergence Investment Partners
Florida
$550K -$74.9K -847 -12%
BT
642
Beacon Trust
New Jersey
$540K -$14.8K -168 -3%
ASN
643
Advisory Services Network
Georgia
$535K +$4.31K +48 +0.8%
CBN
644
Cadence Bank NA
Texas
$533K +$126K +1,430 +31%
ST
645
Semper Trust
Pennsylvania
$528K – – –
BFC
646
Blue Fin Capital
Rhode Island
$526K +$6.9K +78 +1%
KCM
647
Kornitzer Capital Management
Kansas
$525K +$19.7K +223 +4%
WP
648
WMS Partners
Maryland
$524K +$524K +5,930 New
SS
649
Sunbelt Securities
Texas
$519K -$5.65K -64 -1%
PM
650
Penbrook Management
New York
$513K – – –
24 25
26
27 28