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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 %
VF
726
Virtu Financial
New York
$285K +$285K +3,700 New
IWM
727
Integrated Wealth Management
California
$276K -$16.4K -213 -6%
MMPW
728
Mitchell McLeod Pugh & Williams
Alabama
$275K +$4.33K +56 +2%
NFG
729
Nations Financial Group
Iowa
$275K +$275K +3,563 New
RG
730
Rathbones Group
United Kingdom
$274K – – –
SHA
731
Smith Hayes Advisers
Nebraska
$274K +$4.01K +52 +1%
RBC
732
Ronald Blue & Co
Georgia
$273K -$1M -13,015 -79%
FB
733
Fulton Bank
Pennsylvania
$273K – – –
FFWA
734
FRG Family Wealth Advisors
Washington
$267K +$267K +3,465 New
WAS
735
WESPAC Advisors SoCal
California
$266K +$266K +3,460 New
MWM
736
Mission Wealth Management
California
$263K +$10K +130 +4%
Simplex Trading
737
Simplex Trading
Illinois
$259K -$507K -6,591 -66%
KCM
738
Kanawha Capital Management
Virginia
$258K – – –
WPW
739
Waldron Private Wealth
Pennsylvania
$257K +$257K +3,310 New
HIC
740
Holderness Investments Company
North Carolina
$256K +$9.49K +123 +4%
RIA
741
Regal Investment Advisors
Michigan
$254K +$1.77K +23 +0.7%
VFS
742
VSR Financial Services
Kansas
$254K +$6.4K +83 +3%
HJA
743
Hugh Johnson Advisors
New York
$253K -$8.62K -112 -3%
WSTAM
744
Wilbanks Smith & Thomas Asset Management
Virginia
$251K -$5.77K -75 -2%
CFG
745
Citizens Financial Group
Rhode Island
$251K +$251K +3,258 New
SAM
746
Symphony Asset Management
California
$249K -$120K -1,562 -33%
PWMAG
747
Pinnacle Wealth Management Advisory Group
New Jersey
$249K +$4.32K +56 +2%
TSBJ
748
Trevor, Stewart, Burton & Jacobsen
New York
$247K -$6.02K -78 -2%
PP
749
Palladium Partners
Virginia
$247K +$247K +3,201 New
WAM
750
Weatherly Asset Management
California
$247K +$247K +3,205 New
28 29
30
31 32