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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 %
AT
801
Argent Trust
Texas
$214K – – –
CC
802
Capital Counsel
New York
$213K +$213K +2,415 New
ALA
803
Atherton Lane Advisers
California
$212K -$29.6K -335 -12%
TFCP
804
Twin Focus Capital Partners
Massachusetts
$212K +$212K +2,401 New
MCM
805
Maple Capital Management
Vermont
$211K +$211K +2,383 New
FMW
806
Farr Miller & Washington
District of Columbia
$211K +$211K +2,385 New
FBNAT
807
FirstMerit Bank N.A. Trustee
Ohio
$210K +$210K +2,373 New
BOK
808
Bank of Kentucky
Kentucky
$209K – – –
PFSC
809
Peoples Financial Services Corp
Pennsylvania
$209K – – –
ACA
810
Anchor Capital Advisors
Massachusetts
$207K +$207K +2,344 New
AP
811
Atwood & Palmer
Missouri
$206K -$3.8K -43 -2%
ZB
812
Zions Bancorporation
Utah
$203K +$203K +2,300 New
LNB
813
Ledyard National Bank
$201K -$14.9K -168 -7%
BIM
814
Baldwin Investment Management
Pennsylvania
$201K +$201K +2,272 New
EWM
815
Edge Wealth Management
New York
$196K – – –
CFA
816
Carroll Financial Associates
North Carolina
$188K +$6.36K +72 +4%
FWM
817
Focused Wealth Management
New York
$183K – – –
LFR
818
Lehman Financial Resources
Pennsylvania
$177K +$29.5K +335 +20%
IWC
819
Integrated Wealth Counsel
California
$173K – – –
SIA
820
Stancorp Investment Advisers
Oregon
$171K – – –
TWA
821
TCI Wealth Advisors
Arizona
$165K -$22.4K -254 -12%
CPP
822
Crow Point Partners
Massachusetts
$155K +$155K +1,758 New
RFA
823
Reilly Financial Advisors
California
$151K +$8.42K +95 +6%
MWAN
824
Mariner Wealth Advisors (NYC)
Kansas
$146K +$146K +1,653 New
WEC
825
Winslow Evans & Crocker
Massachusetts
$146K -$23.2K -263 -14%
31 32
33
34 35