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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 %
WA
826
WFG Advisors
Texas
$144K -$228K -2,573 -61%
HR
827
Howe & Rusling
New York
$144K -$15.5K -176 -10%
KT
828
Kanaly Trust
Texas
$142K -$4.5K -51 -3%
FA
829
Friess Associates
Delaware
$139K -$22.5M -255,106 -99%
Legal & General Group
830
Legal & General Group
United Kingdom
$138K – – –
PG
831
PEAK6 Group
Illinois
$137K -$291K -3,285 -68%
MBT
832
Monroe Bank & Trust
Michigan
$128K -$73.8K -837 -37%
SCA
833
Strategic Capital Alternatives
United States
$120K +$120K +1,355 New
PO
834
Private Ocean
California
$118K – – –
KTC
835
Kistler-Tiffany Companies
Pennsylvania
$117K +$27.7K +313 +31%
S
836
SignatureFD
Georgia
$116K -$8.82K -100 -7%
PAM
837
Panagora Asset Management
Massachusetts
$115K – – –
CIS
838
Capital International Sarl
California
$115K – – –
Acadian Asset Management
839
Acadian Asset Management
Massachusetts
$114K -$82.8K -939 -42%
TF
840
Tompkins Financial
New York
$106K -$98K -1,110 -48%
CHC
841
City Holding Co
West Virginia
$101K +$2.99K +34 +3%
CAL
842
Capital Analysts LLC
Pennsylvania
$99K – – –
AWS
843
Aris Wealth Services
Pennsylvania
$99K +$99K +1,125 New
BNP Paribas Financial Markets
844
BNP Paribas Financial Markets
France
$98.6K – – –
BCM
845
Blume Capital Management
California
$92K – – –
QAM
846
QCI Asset Management
New York
$90K -$443 -5 -0.5%
HIM
847
Hillsdale Investment Management
Ontario, Canada
$89K – – –
JIC
848
Joel Isaacson & Co
New York
$88K -$1.15K -13 -1%
PR
849
Payden & Rygel
California
$86K – – –
HI
850
Hudock Inc
Pennsylvania
$82K -$19.7K -223 -19%
32 33
34
35 36