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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 %
CS
651
Comerica Securities
Michigan
$464K +$40.3K +490 +10%
YP
652
Yellowstone Partners
Idaho
$464K +$122K +1,479 +36%
ST
653
Spinnaker Trust
Maine
$462K – – –
BC
654
Banced Corp
Illinois
$461K -$90.2K -1,096 -16%
FFBTD
655
First Financial Bank - Trust Division
Ohio
$460K – – –
ACM
656
Argentus Capital Management
Texas
$458K +$458K +5,558 New
RMDI
657
R.M. Davis Inc
Maine
$457K +$60.1K +730 +15%
TYCC
658
Texas Yale Capital Corp
Florida
$453K – – –
HW
659
Hedeker Wealth
Illinois
$446K -$6.43K -78 -1%
HP
660
Hikari Power
Japan
$437K -$23K -279 -5%
CPA
661
Capital Planning Advisors
California
$437K – – –
BOTW
662
Bank of the West
California
$436K -$7.32K -89 -2%
DAM
663
Doheny Asset Management
California
$432K -$324K -3,934 -43%
PFM
664
Parsec Financial Management
North Carolina
$431K – – –
OCG
665
Opus Capital Group
Ohio
$428K -$842K -10,223 -66%
NG
666
NatWest Group
United Kingdom
$427K +$101K +1,220 +31%
GIA
667
Guyasuta Investment Advisors
Pennsylvania
$424K +$23.4K +285 +6%
PL
668
Parkwood LLC
Ohio
$423K -$5.77K -70 -1%
PCM
669
Pointe Capital Management
Michigan
$419K -$5.03K -61 -1%
AIA
670
Alerus Investment Advisors
Minnesota
$419K +$66.2K +803 +19%
SS
671
Sunbelt Securities
Texas
$416K -$61.9K -752 -13%
CNBT
672
Canandaigua National Bank & Trust
New York
$415K +$989 +12 +0.2%
Sanders Capital
673
Sanders Capital
Florida
$414K – – –
CC
674
Courier Capital
New York
$411K – – –
SYBT
675
Stock Yards Bank & Trust
Kentucky
$411K +$23.8K +289 +6%
25 26
27
28 29