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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 %
MSS
701
Mitchell Sinkler & Starr
Pennsylvania
$331K -$35K -424 -10%
DDPIC
702
Deroy & Devereaux Private Investment Counsel
Michigan
$331K – – –
BCM
703
Brookstone Capital Management
Illinois
$320K -$160K -1,937 -33%
SI
704
SII Investments
Wisconsin
$319K +$39.2K +477 +14%
WPP
705
Whalerock Point Partners
Rhode Island
$314K – – –
IWM
706
Integrated Wealth Management
California
$312K -$76.4K -928 -20%
BCA
707
Bray Capital Advisors
Florida
$309K – – –
VST
708
Van Strum & Towne
California
$307K – – –
DAC
709
Dividend Assets Capital
South Carolina
$305K – – –
RG
710
Rathbones Group
United Kingdom
$304K – – –
CIP
711
Convergence Investment Partners
Florida
$303K -$81.5K -990 -21%
WB
712
WesBanco Bank
West Virginia
$299K – – –
AW
713
ACG Wealth
Georgia
$293K +$5.6K +68 +2%
FB
714
Fulton Bank
Pennsylvania
$291K – – –
MMPW
715
Mitchell McLeod Pugh & Williams
Alabama
$289K +$9.15K +111 +3%
SHA
716
Smith Hayes Advisers
Nebraska
$288K -$31.9K -387 -10%
BTNA
717
Bremer Trust National Association
Minnesota
$287K +$5.02K +61 +2%
HJA
718
Hugh Johnson Advisors
New York
$280K – – –
CPO
719
Cerity Partners OCIO
New York
$280K – – –
PCM
720
Palisade Capital Management
New Jersey
$280K +$23K +279 +9%
BAM
721
Berkshire Asset Management
Pennsylvania
$278K +$38.8K +471 +16%
KCM
722
Kanawha Capital Management
Virginia
$276K – – –
WSTAM
723
Wilbanks Smith & Thomas Asset Management
Virginia
$275K +$23.8K +289 +9%
PFP
724
Pinnacle Financial Partners
Tennessee
$272K +$272K +3,331 New
MWM
725
Mission Wealth Management
California
$271K +$47.8K +579 +21%
27 28
29
30 31