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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 %
TFO
876
Tarbox Family Office
California
$30K – – –
GWS
877
Glassman Wealth Services
Virginia
$30K – – –
CLOS
878
Compagnie Lombard Odier SCmA
Switzerland
$29K -$66K -870 -69%
AF
879
Allworth Financial
California
$27K – – –
HIM
880
Hillsdale Investment Management
Ontario, Canada
$26K – – –
HIIFS
881
Harel Insurance Investments & Financial Services
Israel
$26K +$26K +335 New
KA
882
Klingman & Associates
New York
$24K – – –
AA
883
AlphaMark Advisors
Kentucky
$22K – – –
MA
884
MCF Advisors
Kentucky
$22K +$2.04K +26 +10%
SIG
885
Stanford Investment Group
California
$22K +$10.5K +133 +91%
WP
886
WealthPLAN Partners
Nebraska
$22K +$22K +1,603 New
BL
887
Balentine LLC
Georgia
$19K -$12.2K -158 -39%
TA
888
Teachers Advisors
New York
$19K – – –
NSIM
889
North Star Investment Management
Illinois
$19K – – –
AWM
890
AllSquare Wealth Management
New York
$18K +$314 +4 +2%
VIA
891
Vantage Investment Advisors
Pennsylvania
$17K – – –
KCPG
892
Kavar Capital Partners Group
Kansas
$16K +$1.47K +20 +10%
ACS
893
Archford Capital Strategies
Illinois
$15K – – –
KC
894
Kingfisher Capital
North Carolina
$15K +$15K +201 New
AC
895
Alexandria Capital
Virginia
$14K – – –
TIM
896
Tortoise Investment Management
New York
$14K +$6.39K +84 +84%
AIM
897
Arcadia Investment Management
Michigan
$14K +$14K +175 New
AWM
898
Avior Wealth Management
Nebraska
$14K +$14K +176 New
AFP
899
Ausdal Financial Partners
Iowa
$14K +$14K +179 New
BWA
900
Burt Wealth Advisors
Maryland
$13K +$2.54K +34 +24%
34 35
36
37 38