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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 %
RFA
801
Reilly Financial Advisors
California
$177K -$6.02K -73 -3%
FWM
802
Focused Wealth Management
New York
$172K – – –
GWCM
803
Godshalk Welsh Capital Management
Pennsylvania
$170K +$170K +2,065 New
LFR
804
Lehman Financial Resources
Pennsylvania
$168K +$3.12K +38 +2%
TRCT
805
Tower Research Capital (TRC)
New York
$163K -$35.6K -433 -18%
CAL
806
Capital Analysts LLC
Pennsylvania
$162K +$69.3K +842 +75%
IWC
807
Integrated Wealth Counsel
California
$161K – – –
CFG
808
CKW Financial Group
Hawaii
$156K -$87.1K -1,059 -36%
ZB
809
Zions Bancorporation
Utah
$156K +$129K +1,597 +477%
TWA
810
TCI Wealth Advisors
Arizona
$147K -$494 -6 -0.3%
WEC
811
Winslow Evans & Crocker
Massachusetts
$143K – – –
MGIA
812
Moneta Group Investment Advisors
Missouri
$139K -$154K -1,875 -53%
HR
813
Howe & Rusling
New York
$135K – – –
WA
814
WFG Advisors
Texas
$134K -$4.77K -58 -3%
WCM
815
Windsor Capital Management
Arizona
$131K +$131K +1,595 New
FA
816
Friess Associates
Delaware
$130K – – –
Legal & General Group
817
Legal & General Group
United Kingdom
$129K – – –
WC
818
Whitnell & Co
Illinois
$127K +$26.4K +321 +26%
MBT
819
Monroe Bank & Trust
Michigan
$119K – – –
W
820
Wealthfront
California
$115K +$5.1K +62 +5%
CPP
821
Crow Point Partners
Massachusetts
$113K -$72.1K -872 -39%
PO
822
Private Ocean
California
$110K – – –
KTC
823
Kistler-Tiffany Companies
Pennsylvania
$109K – – –
PFBT
824
Parkside Financial Bank & Trust
Missouri
$108K +$108K +1,311 New
PAM
825
Panagora Asset Management
Massachusetts
$107K – – –
31 32
33
34 35