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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 %
CSS
701
Cubist Systematic Strategies
Connecticut
$341K -$2.52M -32,649 -88%
WB
702
WesBanco Bank
West Virginia
$340K +$59.4K +770 +21%
NDSI
703
Newman Dignan & Sheerar Inc
Rhode Island
$335K – – –
PCM
704
Palisade Capital Management
New Jersey
$321K +$59.3K +770 +23%
OIA
705
Optimum Investment Advisors
Illinois
$320K – – –
BCM
706
Brookstone Capital Management
Illinois
$317K +$17.4K +226 +6%
BAM
707
Berkshire Asset Management
Pennsylvania
$317K +$56.8K +738 +22%
SAM
708
Security Asset Management
New York
$312K – – –
DDPIC
709
Deroy & Devereaux Private Investment Counsel
Michigan
$310K – – –
ASN
710
Advisory Services Network
Georgia
$310K +$255K +3,307 +467%
MSS
711
Mitchell Sinkler & Starr
Pennsylvania
$309K – – –
GA
712
GFS Advisors
Texas
$307K +$307K +3,979 New
SCM
713
Schnieders Capital Management
California
$306K -$41.2K -534 -12%
SBIA
714
Sheaff Brock Investment Advisors
Indiana
$304K +$304K +3,948 New
QSS
715
Quantitative Systematic Strategies
Florida
$302K +$302K +3,858 New
DJSG
716
D.J. St. Germain
Massachusetts
$301K +$301K +3,904 New
DAC
717
Dividend Assets Capital
South Carolina
$298K +$11.8K +153 +4%
BTNA
718
Bremer Trust National Association
Minnesota
$297K +$27.5K +356 +10%
BCM
719
BTC Capital Management
Iowa
$292K -$150K -1,948 -34%
AW
720
ACG Wealth
Georgia
$292K +$17.1K +221 +6%
WPP
721
Whalerock Point Partners
Rhode Island
$291K -$3.39K -44 -1%
BCA
722
Bray Capital Advisors
Florida
$290K – – –
FBT
723
First Bankers Trust
Kentucky
$288K -$34.4K -446 -11%
VST
724
Van Strum & Towne
California
$287K – – –
LCP
725
Lombardia Capital Partners
California
$285K +$285K +3,694 New
27 28
29
30 31