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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
$843M
2
Renaissance Technologies
Renaissance Technologies
New York
$266M
3
IC
Institutional Capital
Illinois
$397M
4
State Street
State Street
Massachusetts
$353M
5
MNA
Manning & Napier Advisors
New York
$302M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41.9M
2
Dodge & Cox
Dodge & Cox
California
$3.88B
3
SI
Scharf Investments
California
$86.6M
4
BBHC
Brown Brothers Harriman & Co
New York
$753M
5
Parnassus Investments
Parnassus Investments
California
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
801
CenterStar Fund
Illinois
$175K -$36K – –
BNP Paribas Financial Markets
802
BNP Paribas Financial Markets
France
$173K -$12.3K -160 -7%
CAL
803
Capital Analysts LLC
Pennsylvania
$169K +$17.7K +230 +12%
HR
804
Howe & Rusling
New York
$153K +$27.1K +351 +21%
ST
805
Spot Trading
Illinois
$153K +$151K +1,965 +9,825%
IWC
806
Integrated Wealth Counsel
California
$151K – – –
ACM
807
Argentus Capital Management
Texas
$149K -$279K -3,622 -65%
EWM
808
Endurance Wealth Management
Rhode Island
$142K -$25.8K -335 -15%
CFG
809
CKW Financial Group
Hawaii
$138K -$8.58K -111 -6%
TWA
810
TCI Wealth Advisors
Arizona
$138K – – –
ZB
811
Zions Bancorporation
Utah
$138K +$4.96K +72 +4%
WA
812
WFG Advisors
Texas
$134K +$8.63K +112 +7%
JFGIW
813
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$128K -$68.2K -893 -35%
FA
814
Friess Associates
Delaware
$121K – – –
WEC
815
Winslow Evans & Crocker
Massachusetts
$120K -$14.1K -183 -11%
WC
816
Whitnell & Co
Illinois
$119K – – –
FWM
817
Focused Wealth Management
New York
$117K -$43.3K -563 -27%
MBT
818
Monroe Bank & Trust
Michigan
$112K – – –
PO
819
Private Ocean
California
$103K – – –
KTC
820
Kistler-Tiffany Companies
Pennsylvania
$102K – – –
PAM
821
Panagora Asset Management
Massachusetts
$101K – – –
PFBT
822
Parkside Financial Bank & Trust
Missouri
$101K – – –
CIS
823
Capital International Sarl
California
$100K – – –
CHC
824
City Holding Co
West Virginia
$94K – – –
TF
825
Tompkins Financial
New York
$93K – – –
31 32
33
34 35