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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 %
ST
926
Smithfield Trust
Pennsylvania
$10K – – –
P
927
Palladiem
Pennsylvania
$10K – – –
WAS
928
Winch Advisory Services
Wisconsin
$10K +$10K +112 New
RPG
929
Risk Paradigm Group
Texas
$9.83K – – –
FNBOO
930
First National Bank of Omaha
Nebraska
$9.67K – – –
TIM
931
Tortoise Investment Management
New York
$9K – – –
HDIM
932
Hanson & Doremus Investment Management
Vermont
$8K – – –
MCM
933
MV Capital Management
Maryland
$8K – – –
HFM
934
Hartford Financial Management
Connecticut
$8K +$8K +100 New
DAM
935
Delta Asset Management
Tennessee
$5K -$7.46K -88 -60%
UFA
936
US Financial Advisors
Massachusetts
$4K +$4K +40 New
RWM
937
Rezny Wealth Management
Florida
$4K +$4K +55 New
AT
938
Arden Trust
Delaware
$3.68K +$53 +596 +1%
WCM
939
Wealthcare Capital Management
Virginia
$3K -$51.1K -528 -94%
SA
940
SRH Advisors
Kansas
$2K – – –
HMS
941
Hanseatic Management Services
New Mexico
$2K – – –
MAS
942
Madden Advisory Services
Florida
$2K +$2K +31 New
1GA
943
1st Global Advisors
Texas
$1.76K -$40 -451 -2%
Adage Capital Partners
944
Adage Capital Partners
Massachusetts
– -$9.86M -111,600 Closed
PFC
945
Phocas Financial Corp
California
– -$5.34M -60,408 Closed
California Public Employees Retirement System
946
California Public Employees Retirement System
California
– -$4.56M -51,395 Closed
Lord, Abbett & Co
947
Lord, Abbett & Co
New Jersey
– -$3.25M -36,731 Closed
AC
948
Alleghany Corporation
New York
– -$2.47M -27,900 Closed
BACM
949
Blue Arrow Capital Management
New York
– -$2.4M -27,201 Closed
K
950
Kemper
Illinois
– -$1.41M -15,959 Closed
36 37
38
39 40