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Novartis
NVS

Overview Fund Activity

943 hedge funds and large institutions have $22.9B invested in Novartis in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 347 increasing their positions, 339 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
25.43%
Holding in Top 10
61
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.59%
% of All Funds
1.65%
New
52
Increased
347
Reduced
339
Closed
41
Calls
$78.6M
Puts
$33.6M
Net Calls
+$44.9M
Net Calls Change
+$32.4M

Top Buyers

1
IC
Institutional Capital
Illinois
$153M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$533M
3
MNA
Manning & Napier Advisors
New York
$126M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$421M
5
Northern Trust
Northern Trust
Illinois
$411M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$4.72B
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$114M
3
TCIM
TIAA CREF Investment Management
New York
$23.3M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$46.5M
5
Invesco
Invesco
Georgia
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
676
Courier Capital
New York
$440K +$1.41K +16 +0.3%
SCM
677
SOL Capital Management
Maryland
$432K – – –
SAM
678
Security Asset Management
New York
$430K – – –
GIA
679
Guyasuta Investment Advisors
Pennsylvania
$429K +$38.4K +436 +10%
RMDI
680
R.M. Davis Inc
Maine
$425K -$10.4K -118 -2%
AAM
681
Aureus Asset Management
Massachusetts
$425K +$198K +2,248 +87%
BBA
682
BLB&B Advisors
Pennsylvania
$420K -$49.2K -558 -10%
IWM
683
Integrated Wealth Management
California
$416K +$9.79K +111 +2%
SYBT
684
Stock Yards Bank & Trust
Kentucky
$415K +$36.8K +417 +10%
CIP
685
Convergence Investment Partners
Florida
$412K -$137K -1,551 -25%
WTB
686
Washington Trust Bank
Washington
$407K +$1.94K +22 +0.5%
CIA
687
Capital Investment Advisors
Georgia
$407K +$27.1K +308 +7%
OAM
688
Occidental Asset Management
California
$403K – – –
BGA
689
Belmont Global Advisors
Texas
$403K +$403K +4,576 New
MPI
690
Mairs & Power Inc
Minnesota
$401K – – –
SNT
691
Security National Trust
West Virginia
$398K – – –
LJHT
692
Laurie J. Hall Trustee
$393K +$4.4K +50 +1%
LA
693
Lau Associates
Delaware
$391K – – –
MSS
694
Mitchell Sinkler & Starr
Pennsylvania
$391K +$4.94K +56 +1%
FBT
695
First Bankers Trust
Kentucky
$388K – – –
NDSI
696
Newman Dignan & Sheerar Inc
Rhode Island
$383K +$2.91K +33 +0.8%
BP
697
Ballentine Partners
Massachusetts
$382K – – –
AIA
698
Alerus Investment Advisors
Minnesota
$379K – – –
SCM
699
Schnieders Capital Management
California
$367K +$118K +1,339 +47%
YP
700
Yellowstone Partners
Idaho
$366K +$105K +1,187 +40%
26 27
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