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Novartis
NVS

Overview Fund Activity

939 hedge funds and large institutions have $23.3B invested in Novartis in 2015 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 313 increasing their positions, 375 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+21
Holders Change %
+2.29%
% of All Funds
25.05%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1.84%
New
83
Increased
313
Reduced
375
Closed
51
Calls
$43.8M
Puts
$31.2M
Net Calls
+$12.6M
Net Calls Change
-$93.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$438M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$176M
3
Franklin Resources
3
Franklin Resources
California
$363M
4
Jennison Associates
4
Jennison Associates
New York
$76.2M
5
TCIM
5
TIAA CREF Investment Management
New York
$67.7M

Top Sellers

1
SSM
1
Sound Shore Management
Connecticut
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$7.31M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$85.5M
4
BTS
4
BB&T Securities
Virginia
$546M
5
WCM
5
Wedge Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMT
701
First Mercantile Trust
Tennessee
$372K +$222K +2,515 +149%
OIA
702
Optimum Investment Advisors
Illinois
$367K +$40.5K +458 +12%
FIB
703
First Interstate Bank
Montana
$366K – – –
CS
704
Comerica Securities
Michigan
$356K -$159K -1,799 -31%
DDPIC
705
Deroy & Devereaux Private Investment Counsel
Michigan
$355K – – –
VFS
706
VSR Financial Services
Kansas
$351K -$9.81K -111 -3%
WPP
707
Whalerock Point Partners
Rhode Island
$347K +$9.88K +112 +3%
MBTD
708
Mechanics Bank - Trust Department
California
$335K – – –
BCA
709
Bray Capital Advisors
Florida
$332K -$37.6K -426 -10%
DAC
710
Dividend Assets Capital
South Carolina
$330K +$51.4K +582 +18%
VST
711
Van Strum & Towne
California
$329K +$27K +306 +9%
PAM
712
Princeton Alpha Management
New Jersey
$328K -$249K -2,818 -43%
RG
713
Rathbones Group
United Kingdom
$326K -$29.6K -335 -8%
RCA
714
Rex Capital Advisors
Rhode Island
$323K – – –
WB
715
WesBanco Bank
West Virginia
$322K -$111K -1,255 -26%
1IA
716
1834 Investment Advisors
Wisconsin
$319K +$7.69K +87 +2%
SHA
717
Smith Hayes Advisers
Nebraska
$318K – – –
FB
718
Fulton Bank
Pennsylvania
$315K -$80.7K -915 -20%
RIA
719
Regal Investment Advisors
Michigan
$314K +$89.7K +1,016 +40%
AW
720
ACG Wealth
Georgia
$309K -$66.6K -753 -18%
HJA
721
Hugh Johnson Advisors
New York
$303K – – –
DHFB
722
Dixon Hubard Feinour & Brown
Virginia
$302K +$9.81K +111 +3%
BTNA
723
Bremer Trust National Association
Minnesota
$301K -$30.8K -349 -9%
MMPW
724
Mitchell McLeod Pugh & Williams
Alabama
$300K – – –
SI
725
SII Investments
Wisconsin
$298K +$4.44K +50 +2%
27 28
29
30 31