NVS icon

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 %
FNB
626
Farmers National Bank
Kentucky
$523K +$6.48K +84 +1%
FLAM
627
First Light Asset Management
Minnesota
$522K – – –
FFC
628
First Financial Corp
Indiana
$521K -$2.47K -32 -0.5%
SFSIG
629
San Francisco Sentry Investment Group
California
$516K – – –
CK
630
Cohen Klingenstein
New York
$516K – – –
CG
631
Colony Group
Massachusetts
$514K -$2.23K -29 -0.4%
STMM
632
South Texas Money Management
Texas
$514K -$1.16K -15 -0.2%
FAT
633
First American Trust
California
$511K – – –
MCA
634
Mercer Capital Advisers
New Jersey
$507K – – –
IAS
635
IMA Advisory Services
Colorado
$505K +$33.3K +435 +7%
LBC
636
Lawrence B. Cohen
$503K +$8.57K +111 +2%
HCM
637
Hutchinson Capital Management
California
$496K – – –
AMIM
638
Aull & Monroe Investment Management
Alabama
$494K – – –
CC
639
Courier Capital
New York
$480K +$95K +1,232 +25%
CPA
640
Capital Planning Advisors
California
$478K +$68.8K +893 +17%
PM
641
Penbrook Management
New York
$473K – – –
BOTW
642
Bank of the West
California
$472K +$63.3K +820 +15%
NFG
643
Next Financial Group
Texas
$470K -$25.8K -335 -5%
WI
644
WrapManager Inc
California
$468K +$468K +6,067 New
JC
645
Jacobs & Co
California
$467K -$34.6K -469 -7%
IC
646
Inverness Counsel
New York
$465K -$34.5K -447 -7%
KCM
647
Kornitzer Capital Management
Kansas
$465K +$19.4K +251 +4%
BT
648
Beacon Trust
New Jersey
$464K – – –
PL
649
Parkwood LLC
Ohio
$464K +$68K +882 +17%
PFM
650
Parsec Financial Management
North Carolina
$463K +$59.4K +770 +15%
24 25
26
27 28