NVS icon

Novartis
NVS

Overview Fund Activity

943 hedge funds and large institutions have $22.9B invested in Novartis in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 347 increasing their positions, 339 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
25.43%
Holding in Top 10
61
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.59%
% of All Funds
1.65%
New
52
Increased
347
Reduced
339
Closed
41
Calls
$78.6M
Puts
$33.6M
Net Calls
+$44.9M
Net Calls Change
+$32.4M

Top Buyers

1
IC
1
Institutional Capital
Illinois
$153M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$533M
3
MNA
3
Manning & Napier Advisors
New York
$126M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$421M
5
Northern Trust
5
Northern Trust
Illinois
$411M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$4.72B
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$114M
3
TCIM
3
TIAA CREF Investment Management
New York
$23.3M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$46.5M
5
Invesco
5
Invesco
Georgia
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRS
876
Invictus RG (Singapore)
Singapore
$52K +$12.5K +141 +32%
CAL
877
Capital Advisors Ltd
Ohio
$51K +$29.7K +335 +140%
AIM
878
Advantage Investment Management
Iowa
$49K -$5.95K -67 -11%
Simplex Trading
879
Simplex Trading
Illinois
$49K +$49K +557 New
CAW
880
Cornerstone Advisors (Washington)
Washington
$47K – – –
CFS
881
Commonwealth Financial Services
West Virginia
$46K – – –
TFA
882
Transamerica Financial Advisors
Florida
$45K – – –
LWM
883
LBA Wealth Management
Florida
$45K – – –
KCM
884
Karp Capital Management
California
$43K – – –
MFBTD
885
MB Financial Bank - Trust Department
Illinois
$43K +$2.23K +25 +5%
KPCM
886
Kings Point Capital Management
New York
$42K – – –
FNBSF
887
First National Bank Sioux Falls
South Dakota
$42K – – –
GI
888
Gradient Investments
Minnesota
$41K -$3.88K -44 -9%
RBC
889
Roble Belko & Company
Pennsylvania
$41K – – –
CCS
890
Crosspoint Capital Strategies
California
$40K +$9.78K +112 +32%
HPBT
891
High Point Bank & Trust
North Carolina
$39K -$19.6K -218 -33%
FI
892
FCM Investments
Texas
$39K – – –
BKA
893
Brick & Kyle Associates
Pennsylvania
$39K – – –
IP
894
Isthmus Partners
Wisconsin
$39K – – –
DOA
895
D'Orazio & Associates
Virginia
$36K – – –
GWS
896
Glassman Wealth Services
Virginia
$35K – – –
HCMT
897
Highland Capital Management (Tennessee)
Tennessee
$32K +$32K +363 New
AF
898
Allworth Financial
California
$31K +$179 +2 +0.6%
ZB
899
Zions Bancorporation
Utah
$30K -$176K -1,965 -85%
KA
900
Klingman & Associates
New York
$27K +$27K +311 New
34 35
36
37 38