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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 %
TSBJ
726
Trevor, Stewart, Burton & Jacobsen
New York
$270K -$1.54M -18,749 -85%
RIA
727
Regal Investment Advisors
Michigan
$269K -$7.81K -95 -3%
SSWM
728
Sheets Smith Wealth Management
North Carolina
$265K – – –
VFS
729
VSR Financial Services
Kansas
$264K -$67.8K -824 -20%
FIM
730
Freedom Investment Management
Connecticut
$263K -$506K -6,492 -66%
HIC
731
Holderness Investments Company
North Carolina
$263K +$31.7K +385 +14%
PWMAG
732
Pinnacle Wealth Management Advisory Group
New Jersey
$261K – – –
RIM
733
RS Investment Management
California
$260K – – –
PWAP
734
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$257K – – –
AB
735
AT Bancorp
Iowa
$257K – – –
Manulife (Manufacturers Life Insurance)
736
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257K +$4.71K +57,133 +2%
BBI
737
Baxter Bros Inc
Connecticut
$256K – – –
AFWA
738
Ancora Family Wealth Advisors
Ohio
$253K +$253K +3,076 New
AA
739
Ancora Advisors
Ohio
$252K +$29.3K +356 +13%
IT
740
Independence Trust
Tennessee
$251K -$315K -3,833 -56%
CC
741
Capital Counsel
New York
$248K +$21.2K +257 +9%
TCB
742
Texas Capital Bancshares
Texas
$245K -$86.9K -1,057 -26%
BOS
743
Bank of Stockton
California
$245K – – –
EFSCE
744
Enterprise Financial Services Corp (EFSC)
Missouri
$245K +$7.81K +95 +3%
BWP
745
BSW Wealth Partners
Colorado
$240K +$240K +2,911 New
DCM
746
Donaldson Capital Management
Indiana
$239K – – –
ARMT
747
Amica Retiree Medical Trust
Rhode Island
$238K – – –
B
748
BancorpSouth
Mississippi
$236K -$26.9K -326 -10%
DY
749
Dowling & Yahnke
California
$235K +$13K +158 +6%
BSW
750
Buckingham Strategic Wealth
Missouri
$232K +$26.5K +322 +13%
28 29
30
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