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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 %
SEC
826
Seven Eight Capital
New York
$92K +$92K +1,190 New
FPB
827
First PREMIER Bank
South Dakota
$91K +$91K +1,177 New
FMT
828
First Mercantile Trust
Tennessee
$90K – – –
PR
829
Payden & Rygel
California
$86K +$10.6K +138 +14%
CBT
830
Central Bank & Trust
Kentucky
$79K – – –
JGIA
831
Jackson Grant Investment Advisers
Connecticut
$79K +$79K +1,029 New
QAM
832
QCI Asset Management
New York
$78K – – –
MFW
833
Mosaic Family Wealth
Missouri
$76K +$76K +990 New
Schroder Investment Management Group
834
Schroder Investment Management Group
United Kingdom
$71K – – –
HI
835
Hudock Inc
Pennsylvania
$71K – – –
Carson Wealth (CWM LLC)
836
Carson Wealth (CWM LLC)
Nebraska
$68K +$3.76K +49 +6%
MWP
837
MYCIO Wealth Partners
Pennsylvania
$66K +$2.01K +26 +3%
RPG
838
Risk Paradigm Group
Texas
$63.4K +$36.2K +469 +133%
HL
839
Harding Loevner
New Jersey
$62K +$62K +804 New
AF
840
Arrow Financial
New York
$60K – – –
H
841
Hexavest
Quebec, Canada
$57K – – –
QCG
842
Quadrant Capital Group
Ohio
$57K +$9.72K +133 +21%
TCM
843
Tradewinds Capital Management
Washington
$55K -$5.26K -68 -9%
BAM
844
Barrett Asset Management
New York
$54K +$2.02K +26 +4%
TDC
845
Thompson Davis & Co
Virginia
$53K – – –
BKA
846
Brick & Kyle Associates
Pennsylvania
$53K – – –
PCM
847
Polaris Capital Management
Massachusetts
$52K – – –
KAS
848
Kemnay Advisory Services
New York
$52K – – –
HCM
849
Highlander Capital Management
New Jersey
$51K – – –
BCM
850
Blume Capital Management
California
$49K – – –
32 33
34
35 36