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 %
BFC
651
Blue Fin Capital
Rhode Island
$450K – – –
CBTWT
652
Community Bank & Trust (Waco, Texas)
Texas
$450K +$450K +5,841 New
CS
653
Comerica Securities
Michigan
$449K +$14.2K +184 +3%
1SB
654
1ST Source Bank
Indiana
$442K +$3.85K +50 +0.9%
PFP
655
Pinnacle Financial Partners
Tennessee
$441K +$184K +2,393 +72%
FNB
656
First Niagara Bank
New York
$439K +$1.15K +15 +0.3%
IWA
657
Intercontinental Wealth Advisors
Texas
$439K +$439K +5,690 New
CIS
658
Connors Investor Services
Pennsylvania
$437K – – –
ST
659
Spinnaker Trust
Maine
$432K – – –
JSAM
660
J. Safra Asset Management
New York
$432K +$432K +5,598 New
FFBTD
661
First Financial Bank - Trust Division
Ohio
$431K – – –
TYCC
662
Texas Yale Capital Corp
Florida
$424K – – –
AAM
663
Autus Asset Management
Arizona
$423K -$48.2K -625 -10%
HW
664
Hedeker Wealth
Illinois
$423K +$6.01K +78 +1%
ICOA
665
Investment Centers of America
North Dakota
$418K +$418K +5,410 New
DY
666
Dowling & Yahnke
California
$411K +$191K +2,483 +87%
HP
667
Hikari Power
Japan
$409K – – –
GIA
668
Guyasuta Investment Advisors
Pennsylvania
$403K +$5.62K +73 +1%
RCAG
669
Rehmann Capital Advisory Group
Michigan
$401K -$71.1K -922 -15%
OCG
670
Opus Capital Group
Ohio
$401K – – –
BWAM
671
Boyd Watterson Asset Management
Ohio
$399K -$130K -1,684 -25%
DAM
672
Doheny Asset Management
California
$398K -$6.4K -83 -2%
BP
673
Ballentine Partners
Massachusetts
$398K +$23K +297 +6%
CNBT
674
Canandaigua National Bank & Trust
New York
$397K +$9.01K +117 +2%
SYBT
675
Stock Yards Bank & Trust
Kentucky
$393K +$8.32K +108 +2%
25 26
27
28 29