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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BL
901
Balentine LLC
Georgia
$24K 244 +244 New
BAM
902
Bruderman Asset Management
New York
$23K 230 +230 New
CHP
903
Cable Hill Partners
Oregon
$22K 221 -30 -12%
NSIM
904
North Star Investment Management
Illinois
$22K 225 – –
MA
905
MCF Advisors
Kentucky
$22K 228 – –
ANBT
906
American National Bank & Trust
Texas
$22K 221 +221 New
CAL
907
Capital Advisors Ltd
Ohio
$21K 215 – –
Canada Life
908
Canada Life
Manitoba, Canada
$20K 201 – –
MWP
909
MYCIO Wealth Partners
Pennsylvania
$20K 200 +200 New
WP
910
WealthPLAN Partners
Nebraska
$20K 200 +200 New
WA
911
WealthTrust-Arizona
Arizona
$17K 176 – –
LWA
912
Lenox Wealth Advisors
New York
$16K 162 – –
BRWM
913
B. Riley Wealth Management
Tennessee
$16K 168 – –
AC
914
Alexandria Capital
Virginia
$16K 160 +160 New
WG
915
Welch Group
Alabama
$15.9K 161,610 +2,147 +1%
TWMP
916
Taylor Wealth Management Partners
Massachusetts
$15K 150 +150 New
CFA
917
Camarda Financial Advisors
Florida
$14K 141 +141 New
MCM
918
Manchester Capital Management
Vermont
$13K 135 -4,342 -97%
SIG
919
Stanford Investment Group
California
$13K 131 – –
DAM
920
Delta Asset Management
Tennessee
$13K 132 – –
NC
921
NewSquare Capital
Pennsylvania
$12K 126 – –
BWA
922
Burt Wealth Advisors
Maryland
$12K 125 – –
AWM
923
AllSquare Wealth Management
New York
$11K 109 – –
ACS
924
Archford Capital Strategies
Illinois
$10.9K 111 -113 -50%
P
925
Palladiem
Pennsylvania
$10K 100 – –
35 36
37
38 39