NVS icon

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 %
AAP
776
Ardsley Advisory Partners
Connecticut
$215K – – –
ANRIA
777
American National Registered Investment Advisor
Texas
$215K – – –
NFC
778
Northeast Financial Consultants
Connecticut
$215K – – –
MNBTD
779
Moody National Bank Trust Division
Texas
$215K – – –
CA
780
Cullinan Associates
Kentucky
$215K – – –
N
781
Natixis
France
$215K +$18.1K +235 +9%
EB
782
Eastern Bank
Massachusetts
$212K -$231 -3 -0.1%
SMC
783
Smith, Moore & Co
Missouri
$211K – – –
CCS
784
Crosspoint Capital Strategies
California
$211K +$194K +2,341 +1,176%
S
785
SignatureFD
Georgia
$209K +$1.39K +18 +0.7%
BCM
786
Becker Capital Management
Oregon
$208K – – –
ACA
787
Anchor Capital Advisors
Massachusetts
$208K +$208K +2,701 New
BSW
788
Buckingham Strategic Wealth
Missouri
$206K -$11.9K -154 -5%
HA
789
Harfst & Associates
Wyoming
$205K – – –
MBT
790
Montecito Bank & Trust
California
$205K +$205K +2,662 New
FIM
791
Frontier Investment Management
Texas
$204K – – –
CIA
792
Choate Investment Advisors
Massachusetts
$203K -$27.7K -334 -12%
SFA
793
Sequoia Financial Advisors
Ohio
$203K +$11.4K +148 +6%
MCM
794
Maple Capital Management
Vermont
$202K – – –
CL
795
CSS LLC
Illinois
$201K – – –
KT
796
Kanaly Trust
Texas
$198K -$8.23K -107 -4%
NEAM
797
New England Asset Management
Connecticut
$194K – – –
AP
798
Atwood & Palmer
Missouri
$183K – – –
PFSC
799
Peoples Financial Services Corp
Pennsylvania
$183K – – –
LNB
800
Ledyard National Bank
$177K – – –
30 31
32
33 34