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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.

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
1
Franklin Resources
California
$648M
2
State Street
2
State Street
Massachusetts
$308M
3
Bank of America
3
Bank of America
North Carolina
$519M
4
IC
4
Institutional Capital
Illinois
$353M
5
MNA
5
Manning & Napier Advisors
New York
$256M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$130M
2
Dodge & Cox
2
Dodge & Cox
California
$4.2B
3
Primecap Management
3
Primecap Management
California
$1.91B
4
BG
4
Bahl & Gaynor
Ohio
$79.1M
5
Northern Trust
5
Northern Trust
Illinois
$326M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
51
Aperio Group
California
$76.5M 928,683 +33,437 +4%
EAM
52
Edge Asset Management
Washington
$68.8M 835,241 -656 -0.1%
CS
53
Credit Suisse
Switzerland
$67.6M 820,415 -110,222 -12%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$64.3M 780,351 -11,300 -1%
Brown Advisory
55
Brown Advisory
Maryland
$63.9M 775,232 -49,153 -6%
OCM
56
Osterweis Capital Management
California
$59.8M 726,589 -3,872 -0.5%
Fiera Capital (Canada)
57
Fiera Capital (Canada)
Quebec, Canada
$57.3M 695,916 -5,520 -0.8%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$55.4M 672,700 -58,045 -8%
Jane Street
59
Jane Street
New York
$53.4M 647,893 +639,843 +7,948%
RJA
60
Raymond James & Associates
Florida
$52.9M 642,223 +14,679 +2%
ACM
61
Atlanta Capital Management
Georgia
$52.6M 638,298 -12,141 -2%
1832 Asset Management
62
1832 Asset Management
Ontario, Canada
$51.8M 627,506 +81,049 +15%
Natixis Advisors
63
Natixis Advisors
Massachusetts
$51.4M 624,263 +40,842 +7%
DCLA
64
Douglas C. Lane & Associates
New York
$49.7M 603,817 -3,323 -0.5%
First Manhattan
65
First Manhattan
New York
$49.5M 601,457 -5,721 -0.9%
BTS
66
BB&T Securities
Virginia
$49.1M 596,619 -9,977 -2%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$48.8M 591,934 -5,798 -1%
Jennison Associates
68
Jennison Associates
New York
$47.3M 573,668 -294,168 -34%
SI
69
Scout Investments
Missouri
$46.5M 565,119 -165,599 -23%
BFS
70
Bradley Foster & Sargent
Connecticut
$46.2M 560,980 +8,833 +2%
CTB
71
Country Trust Bank
Illinois
$42.8M 519,799 -33,052 -6%
BIM
72
BlackRock Investment Management
Delaware
$42.7M 518,576 +19,077 +4%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$41.6M 505,328 -21,866 -4%
BA
74
BlackRock Advisors
Delaware
$41.5M 504,299 +39,395 +8%
BC
75
Bartlett & Co
Ohio
$39.8M 483,812 -1,354 -0.3%
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3
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