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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 %
MCM
901
Manchester Capital Management
Vermont
$12K – – –
SIM
902
Sonora Investment Management
Arizona
$12K – – –
CFA
903
Camarda Financial Advisors
Florida
$12K – – –
NC
904
NewSquare Capital
Pennsylvania
$11K – – –
GBBWRPM
905
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K +$11K +147 New
FNBOO
906
First National Bank of Omaha
Nebraska
$10K +$2.01K +26,075 +25%
DOA
907
D'Orazio & Associates
Virginia
$10K -$22.1K -279 -69%
KM
908
Kalos Management
Georgia
$10K – – –
DPA
909
Delphi Private Advisors
California
$10K +$10K +128 New
ST
910
Smithfield Trust
Pennsylvania
$9K – – –
WAS
911
Winch Advisory Services
Wisconsin
$9K – – –
MLIC
912
Mandatum Life Insurance Company
Finland
$9K +$9K +121 New
OFS
913
Orrstown Financial Services
Pennsylvania
$8K – – –
DIA
914
Davidson Investment Advisors
Montana
$8K – – –
DAM
915
Delta Asset Management
Tennessee
$8K +$3.23K +40 +68%
NA
916
Navellier & Associates
Nevada
$8K +$5.68K +71 +245%
HFM
917
Hartford Financial Management
Connecticut
$7K – – –
HDIM
918
Hanson & Doremus Investment Management
Vermont
$7K – – –
MCM
919
MV Capital Management
Maryland
$7K – – –
CIM
920
Contravisory Investment Management
Massachusetts
$7K +$2.49K +32 +55%
SCA
921
Stuart Chaussee & Associates
California
$7K +$7K +89 New
LWA
922
Lenox Wealth Advisors
New York
$3K -$11.7K -144 -80%
UFA
923
US Financial Advisors
Massachusetts
$3K – – –
DSN
924
D. Scott Neal
Kentucky
$3K +$3K +35 New
SA
925
SRH Advisors
Kansas
$2K – – –
35 36
37
38 39