NVS icon

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 %
ST
926
Smithfield Trust
Pennsylvania
$10K 100 – –
RPG
927
Risk Paradigm Group
Texas
$9.86K 100 +100 New
FNBOO
928
First National Bank of Omaha
Nebraska
$9.67K 95,006 -2,145 -2%
TIM
929
Tortoise Investment Management
New York
$9K 90 +90 New
DIA
930
Davidson Investment Advisors
Montana
$9K 100 +100 New
CG
931
Colony Group
Massachusetts
$8K 79 -2,400 -97%
HDIM
932
Hanson & Doremus Investment Management
Vermont
$8K 80 – –
MCM
933
MV Capital Management
Maryland
$8K 84 – –
Fuller & Thaler Asset Management
934
Fuller & Thaler Asset Management
California
$4K 40 +40 New
W
935
Wealthfront
California
$4K 41 +41 New
AT
936
Arden Trust
Delaware
$3.63K 36,828 +10,630 +41%
HMS
937
Hanseatic Management Services
New Mexico
$2K 16 – –
SA
938
SRH Advisors
Kansas
$2K 23 – –
CFSG
939
Community Financial Services Group
Vermont
$1K 13 +13 New
SSA
940
South Street Advisors
New York
$347 3,750 – –
SSM
941
Sound Shore Management
Connecticut
– – -1,849,897 Closed
WCM
942
Wedge Capital Management
North Carolina
– – -535,925 Closed
MC
943
Maverick Capital
Texas
– – -519,369 Closed
Marshall Wace
944
Marshall Wace
United Kingdom
– – -215,718 Closed
RL
945
Ruffer LLP
United Kingdom
– – -159,840 Closed
PIA
946
Philadelphia International Advisors
Pennsylvania
– – -88,480 Closed
MSA
947
Mason Street Advisors
Wisconsin
– – -88,303 Closed
AC
948
AFAM Capital
Texas
– – -82,902 Closed
MAM
949
Mastrapasqua Asset Management
Tennessee
– – -66,872 Closed
WC
950
Wexford Capital
Florida
– – -65,560 Closed
36 37
38
39 40