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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 %
LPT
776
Legacy Private Trust
Wisconsin
$236K -$883K -9,975 -79%
I
777
IberiaBank
Louisiana
$235K +$235K +2,663 New
SMC
778
Smith, Moore & Co
Missouri
$232K – – –
JFGIW
779
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$232K +$28.8K +325 +14%
BB
780
Busey Bank
Illinois
$231K -$3.62K -41 -2%
CL
781
CSS LLC
Illinois
$231K – – –
MMG
782
Monetary Management Group
Missouri
$231K +$7.42K +84 +3%
RP
783
Reinhart Partners
Wisconsin
$231K +$231K +2,619 New
AAM
784
Aureus Asset Management
Massachusetts
$228K +$228K +2,580 New
N
785
Natixis
France
$226K – – –
ICOA
786
Investment Centers of America
North Dakota
$226K +$226K +2,586 New
FIM
787
Frontier Investment Management
Texas
$225K – – –
FTUS
788
Flow Traders U.S.
New York
$225K +$225K +2,542 New
OA
789
OFI Advisors
Pennsylvania
$223K +$7.7K +87 +4%
NEAM
790
New England Asset Management
Connecticut
$222K +$222K +2,511 New
AL
791
Agran Libbie
California
$219K – – –
FM
792
Foster & Motley
Ohio
$218K – – –
ICAS
793
Investors Capital Advisory Services
Massachusetts
$217K -$21.9K -249 -9%
LCM
794
Lucas Capital Management
New Jersey
$217K -$9.9K -112 -4%
PTB
795
Pioneer Trust Bank
Oregon
$217K -$7.67K -87 -3%
SCG
796
Sonata Capital Group
Washington
$217K +$217K +2,453 New
BCM
797
Bluefin Capital Management
New York
$217K +$217K +2,455 New
FWM
798
Frontier Wealth Management
Missouri
$216K -$163K -1,844 -43%
QCMC
799
Quantum Capital Management (California)
California
$214K -$41.2K -467 -16%
BA
800
Boston Advisors
Massachusetts
$214K -$22.4K -254 -9%
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32
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