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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 %
HA
776
Harfst & Associates
Wyoming
$219K -$11.5K -140 -5%
FIM
777
Frontier Investment Management
Texas
$218K +$7.09K +86 +3%
OA
778
OFI Advisors
Pennsylvania
$217K -$2.72K -33 -1%
MCM
779
Maple Capital Management
Vermont
$216K -$8.17K -99 -4%
BONST
780
Bank of Nova Scotia Trust
Ontario, Canada
$216K – – –
BB
781
Busey Bank
Illinois
$215K – – –
CL
782
CSS LLC
Illinois
$215K – – –
PAA
783
Peregrine Asset Advisers
Oregon
$211K – – –
JFGIW
784
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K +$3.45K +42 +2%
N
785
Natixis
France
$210K – – –
LPT
786
Legacy Private Trust
Wisconsin
$210K – – –
PP
787
Pegasus Partners
Wisconsin
$208K – – –
NEAM
788
New England Asset Management
Connecticut
$207K – – –
AL
789
Agran Libbie
California
$207K – – –
LW
790
Linscomb Wealth
Texas
$207K +$7.58K +92 +4%
BPB
791
Badgley, Phelps & Bell
Washington
$207K +$207K +2,510 New
SFA
792
Sequoia Financial Advisors
Ohio
$205K +$8.33K +101 +4%
PTB
793
Pioneer Trust Bank
Oregon
$203K – – –
LCM
794
Lucas Capital Management
New Jersey
$202K – – –
SCG
795
Sonata Capital Group
Washington
$202K – – –
BNP Paribas Financial Markets
796
BNP Paribas Financial Markets
France
$198K -$4.7K -57 -2%
AP
797
Atwood & Palmer
Missouri
$196K – – –
PFSC
798
Peoples Financial Services Corp
Pennsylvania
$195K – – –
LNB
799
Ledyard National Bank
$190K +$6.94K +84 +4%
EWM
800
Endurance Wealth Management
Rhode Island
$181K – – –
30 31
32
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