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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$76.6M 776,655 -81,836 -10%
Jennison Associates
52
Jennison Associates
New York
$76.2M 773,241 +773,241 New
AG
53
Aperio Group
California
$75.8M 768,572 +54,316 +8%
EAM
54
Edge Asset Management
Washington
$73.7M 746,939 -111,348 -13%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$71M 719,969 +29,213 +4%
TCIM
56
TIAA CREF Investment Management
New York
$67.7M 686,905 +686,905 New
OCM
57
Osterweis Capital Management
California
$67.7M 686,130 -6,795 -1%
SI
58
Scout Investments
Missouri
$67.2M 681,803 -41,215 -6%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$66.2M 671,351 +3,125 +0.5%
Fiera Capital (Canada)
60
Fiera Capital (Canada)
Quebec, Canada
$60.1M 609,504 +13,180 +2%
CRM
61
Cramer Rosenthal McGlynn
Connecticut
$57.8M 586,525 +586,525 New
WHG
62
Westwood Holdings Group
Texas
$56.7M 575,286 +9,900 +2%
RJA
63
Raymond James & Associates
Florida
$54.6M 554,186 +67,473 +14%
DCLA
64
Douglas C. Lane & Associates
New York
$54M 547,643 -7,458 -1%
First Manhattan
65
First Manhattan
New York
$54M 547,350 -8,404 -2%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$50.2M 509,112 +461,573 +971%
CTB
67
Country Trust Bank
Illinois
$48.8M 494,801 -355 -0.1%
BFS
68
Bradley Foster & Sargent
Connecticut
$48.3M 490,294 +28,648 +6%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$47.4M 481,022 +47,281 +11%
BC
70
Bartlett & Co
Ohio
$43.5M 441,522 -9,527 -2%
NPA
71
Nichols & Pratt Advisers
Massachusetts
$42.5M 430,488 +1,150 +0.3%
TH
72
TCTC Holdings
Texas
$41.2M 417,992 -4,800 -1%
BIM
73
BlackRock Investment Management
Delaware
$39.4M 399,579 -3,791 -0.9%
1832 Asset Management
74
1832 Asset Management
Ontario, Canada
$37.6M 380,900 -290 -0.1%
GF
75
Gabelli Funds
New York
$37.1M 376,400 +1,700 +0.5%
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3
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