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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 %
AIS
926
Accurate Investment Solutions
Pennsylvania
$2K +$2K +28 New
ADL
927
Asset Dedication LLC
California
$2K +$2K +29 New
SAM
928
Solaris Asset Management
New York
$1K – – –
CRM
929
Cramer Rosenthal McGlynn
Connecticut
– -$33.4M -405,052 Closed
EWM
930
Evercore Wealth Management
New York
– -$13.8M -167,823 Closed
CCI
931
Columbus Circle Investors
– -$11.4M -138,840 Closed
Norges Bank
932
Norges Bank
Norway
– -$10.7M -130,494 Closed
EA
933
Euclid Advisors
Connecticut
– -$6.53M -79,216 Closed
WC
934
Wexford Capital
Florida
– -$4.98M -60,399 Closed
HSA
935
Hussman Strategic Advisors
Maryland
– -$4.6M -55,800 Closed
GP
936
GLG Partners
United Kingdom
– -$4.51M -54,704 Closed
PP
937
PDT Partners
New York
– -$3.74M -45,348 Closed
BAAM
938
Baker Avenue Asset Management
California
– -$3.41M -41,396 Closed
FNBT
939
FineMark National Bank & Trust
Florida
– -$2.92M -35,474 Closed
CIP
940
Chartwell Investment Partners
Pennsylvania
– -$2.25M -27,320 Closed
FNYS
941
First New York Securities
New York
– -$2.07M -25,110 Closed
SOMRS
942
State of Michigan Retirement System
Michigan
– -$1.36M -16,517 Closed
EWMCB
943
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$1.23M -14,939 Closed
PSI
944
Pinnacle Summer Investments
Virginia
– -$993K -12,056 Closed
Credit Agricole
945
Credit Agricole
France
– -$958K -11,628 Closed
ITIM
946
Indiana Trust & Investment Management
Indiana
– -$867K -10,524 Closed
GC
947
Garde Capital
Washington
– -$716K -8,690 Closed
HJGA
948
Hardman Johnston Global Advisors
Connecticut
– -$571K -6,930 Closed
WMC
949
Westwood Management Corporation
Illinois
– -$552K -6,696 Closed
WHG
950
Westwood Holdings Group
Texas
– -$471K -5,747 Closed
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