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Novartis
NVS

Overview Fund Activity

943 hedge funds and large institutions have $22.9B invested in Novartis in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 347 increasing their positions, 339 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
25.43%
Holding in Top 10
61
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.59%
% of All Funds
1.65%
New
52
Increased
347
Reduced
339
Closed
41
Calls
$78.6M
Puts
$33.6M
Net Calls
+$44.9M
Net Calls Change
+$32.4M

Top Buyers

1
IC
1
Institutional Capital
Illinois
$153M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$533M
3
MNA
3
Manning & Napier Advisors
New York
$126M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$421M
5
Northern Trust
5
Northern Trust
Illinois
$411M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$4.72B
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$114M
3
TCIM
3
TIAA CREF Investment Management
New York
$23.3M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$46.5M
5
Invesco
5
Invesco
Georgia
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
801
Dynamic Technology Lab
Singapore
$216K +$216K +2,455 New
AT
802
Argent Trust
Texas
$213K – – –
TFCP
803
Twin Focus Capital Partners
Massachusetts
$213K +$1.41K +16 +0.7%
TRCT
804
Tower Research Capital (TRC)
New York
$213K +$134K +1,524 +171%
LW
805
Linscomb Wealth
Texas
$213K +$213K +2,421 New
FA
806
FCG Advisors
New Jersey
$211K -$33.3K -377 -14%
ALA
807
Atherton Lane Advisers
California
$211K – – –
FMW
808
Farr Miller & Washington
District of Columbia
$210K – – –
SFA
809
Sequoia Financial Advisors
Ohio
$210K +$210K +2,384 New
PFSC
810
Peoples Financial Services Corp
Pennsylvania
$209K – – –
AP
811
Atwood & Palmer
Missouri
$209K +$3.96K +45 +2%
ACA
812
Anchor Capital Advisors
Massachusetts
$207K – – –
HCM
813
Hollencrest Capital Management
California
$203K +$203K +2,299 New
BIM
814
Baldwin Investment Management
Pennsylvania
$200K – – –
PP
815
Paloma Partners
Connecticut
$200K +$200K +2,274 New
CPP
816
Crow Point Partners
Massachusetts
$197K +$42.3K +480 +27%
RFA
817
Reilly Financial Advisors
California
$196K +$45.5K +515 +30%
LNB
818
Ledyard National Bank
$195K -$4.93K -56 -2%
EWM
819
Edge Wealth Management
New York
$195K – – –
EWM
820
Endurance Wealth Management
Rhode Island
$192K -$98.2K -1,116 -34%
FWM
821
Focused Wealth Management
New York
$184K +$618 +7 +0.3%
LFR
822
Lehman Financial Resources
Pennsylvania
$177K – – –
S
823
SignatureFD
Georgia
$177K +$60.9K +691 +53%
IWC
824
Integrated Wealth Counsel
California
$173K – – –
TWA
825
TCI Wealth Advisors
Arizona
$158K -$6.89K -78 -4%
31 32
33
34 35