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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 %
ACM
626
Apex Capital Management
Ohio
$540K +$1.57K +19 +0.3%
IC
627
Inverness Counsel
New York
$533K – – –
NFG
628
Next Financial Group
Texas
$530K -$11.2K -136 -2%
HCM
629
Hutchinson Capital Management
California
$529K – – –
AMIM
630
Aull & Monroe Investment Management
Alabama
$527K -$3.13K -38 -0.6%
LBC
631
Lawrence B. Cohen
$527K – – –
ICAS
632
Investors Capital Advisory Services
Massachusetts
$521K +$288K +3,504 +124%
CC
633
ClearArc Capital
Ohio
$517K +$102K +1,244 +25%
CBU
634
CIBC Bank USA
Illinois
$515K -$4.7K -57 -0.9%
SFT
635
Simmons First Trust
Arkansas
$515K +$70.3K +853 +16%
PM
636
Penbrook Management
New York
$506K – – –
RCAG
637
Rehmann Capital Advisory Group
Michigan
$504K +$14.5K +176 +3%
AAM
638
Autus Asset Management
Arizona
$503K -$106K -1,284 -17%
IAS
639
IMA Advisory Services
Colorado
$503K +$46.4K +569 +10%
BT
640
Beacon Trust
New Jersey
$496K – – –
D.E. Shaw & Co
641
D.E. Shaw & Co
New York
$487K -$347K -4,217 -42%
BFC
642
Blue Fin Capital
Rhode Island
$481K -$9.15K -111 -2%
KCM
643
Kornitzer Capital Management
Kansas
$476K +$13.8K +167 +3%
BCM
644
BTC Capital Management
Iowa
$475K +$475K +5,735 New
WHG
645
Westwood Holdings Group
Texas
$471K -$53.3M -649,887 -99%
UR
646
USCA RIA
Texas
$471K +$4.69K +57 +1%
FNB
647
First Niagara Bank
New York
$469K -$23K -279 -5%
1SB
648
1ST Source Bank
Indiana
$469K +$19.7K +239 +4%
CIS
649
Connors Investor Services
Pennsylvania
$467K +$467K +5,674 New
CHAM
650
Clear Harbor Asset Management
Connecticut
$466K – – –
24 25
26
27 28