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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FNT
751
First National Trust
Pennsylvania
$255K +$19.1K +216 +8%
TNBTD
752
Trustmark National Bank Trust Department
Mississippi
$255K +$255K +2,884 New
GT
753
Greenleaf Trust
Michigan
$254K -$86K -974 -25%
WSTAM
754
Wilbanks Smith & Thomas Asset Management
Virginia
$254K -$13.1K -148 -5%
SRIM
755
Saratoga Research & Investment Management
California
$251K – – –
PTC
756
Private Trust Company
Ohio
$250K +$1.5K +17 +0.6%
SCM
757
Schnieders Capital Management
California
$250K +$250K +2,830 New
VNA
758
VNBTrust National Association
Virginia
$248K -$49.3K -558 -17%
HIC
759
Holderness Investments Company
North Carolina
$248K – – –
MNBTD
760
Moody National Bank Trust Division
Texas
$247K – – –
ANRIA
761
American National Registered Investment Advisor
Texas
$247K – – –
NFC
762
Northeast Financial Consultants
Connecticut
$247K – – –
AAP
763
Ardsley Advisory Partners
Connecticut
$247K – – –
EB
764
Eastern Bank
Massachusetts
$247K +$12.7K +143 +5%
CA
765
Cullinan Associates
Kentucky
$247K +$247K +2,790 New
BONST
766
Bank of Nova Scotia Trust
Ontario, Canada
$246K +$32K +362 +15%
MCM
767
MAI Capital Management
Ohio
$245K -$17.7K -201 -7%
BJL
768
Brighton Jones LLC
Washington
$245K +$4.86K +55 +2%
FA
769
FCG Advisors
New Jersey
$244K -$58K -658 -19%
AA
770
Ancora Advisors
Ohio
$239K -$243K -2,930 Closed
BCM
771
Becker Capital Management
Oregon
$238K -$39.4K -446 -14%
DY
772
Dowling & Yahnke
California
$238K -$22.5K -255 -9%
SKK
773
Shepherd Kaplan Krochuk
Massachusetts
$237K -$115K -1,295 -33%
CS
774
Cannell & Spears
New York
$237K – – –
CIA
775
Choate Investment Advisors
Massachusetts
$236K +$19.7K +223 +9%
29 30
31
32 33