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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 %
BC
676
Banced Corp
Illinois
$391K -$41.1K -532 -10%
SS
677
Sunbelt Securities
Texas
$390K – – –
Sanders Capital
678
Sanders Capital
Florida
$387K – – –
JHIU
679
Janus Henderson Investors US
Colorado
$381K +$1.78K +23 +0.5%
CHAM
680
Clear Harbor Asset Management
Connecticut
$380K -$55.8K -725 -13%
SCM
681
SOL Capital Management
Maryland
$378K – – –
DC
682
Davenport & Co
Virginia
$376K +$14.9K +193 +4%
AWM
683
Arbor Wealth Management
Florida
$373K +$373K +5,776 New
CFA
684
Carroll Financial Associates
North Carolina
$371K +$8.63K +112 +2%
SI
685
SII Investments
Wisconsin
$366K +$65.2K +842 +22%
RMDI
686
R.M. Davis Inc
Maine
$361K -$66.6K -865 -16%
CC
687
ClearArc Capital
Ohio
$359K -$125K -1,620 -26%
HSBC Holdings
688
HSBC Holdings
United Kingdom
$359K +$359K +4,653 New
MMG
689
Monetary Management Group
Missouri
$356K – – –
BBA
690
BLB&B Advisors
Pennsylvania
$355K -$12.3K -159 -3%
OAM
691
Occidental Asset Management
California
$353K – – –
CIA
692
Capital Investment Advisors
Georgia
$351K -$154 -2 -0%
MPI
693
Mairs & Power Inc
Minnesota
$351K – – –
WTB
694
Washington Trust Bank
Washington
$351K +$136K +1,769 +63%
SNT
695
Security National Trust
West Virginia
$348K – – –
Barclays
696
Barclays
United Kingdom
$346K -$3.14M -40,677 -90%
CBU
697
CIBC Bank USA
Illinois
$344K -$137K -1,781 -29%
GVT
698
Genesee Valley Trust
New York
$344K -$15.4K -200 -4%
QT
699
Quantbot Technologies
New York
$343K -$3.14M -40,828 -90%
LA
700
Lau Associates
Delaware
$342K – – –
26 27
28
29 30