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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 %
GBT
851
Grove Bank & Trust
Florida
$49K +$49K +638 New
FMP
852
Financial Management Professionals
Texas
$47K – – –
AIA
853
Allegis Investment Advisors
Idaho
$47K +$47K +613 New
KKAMG
854
Kernodle & Katon Asset Management Group
Arkansas
$47K +$47K +614 New
ACM
855
Armbruster Capital Management
New York
$45K +$45K +580 New
WA
856
WealthTrust-Arizona
Arizona
$43K – – –
AIM
857
Advantage Investment Management
Iowa
$43K – – –
CFS
858
Commonwealth Financial Services
West Virginia
$41K – – –
JIC
859
Joel Isaacson & Co
New York
$40K -$22K -284 -35%
CAW
860
Cornerstone Advisors (Washington)
Washington
$40K -$914 -12 -2%
TFA
861
Transamerica Financial Advisors
Florida
$39K – – –
CWM
862
Catamount Wealth Management
Connecticut
$38K – – –
AA
863
Apriem Advisors
California
$38K +$7.55K +97 +25%
MFBTD
864
MB Financial Bank - Trust Department
Illinois
$37K – – –
FNBSF
865
First National Bank Sioux Falls
South Dakota
$37K – – –
ANBT
866
American National Bank & Trust
Texas
$36K – – –
KPCM
867
Kings Point Capital Management
New York
$36K – – –
GI
868
Gradient Investments
Minnesota
$36K – – –
FI
869
FCM Investments
Texas
$34K – – –
IP
870
Isthmus Partners
Wisconsin
$34K – – –
HPBT
871
High Point Bank & Trust
North Carolina
$34K – – –
PMFA
872
Plante Moran Financial Advisors
Michigan
$33K -$29.8K -387 -47%
KF
873
Krilogy Financial
Missouri
$32K -$8.44K -111 -21%
BAM
874
Bruderman Asset Management
New York
$31K – – –
LWM
875
LBA Wealth Management
Florida
$31K – – –
33 34
35
36 37