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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 %
DLCIG
951
D.L. Carlson Investment Group
New Hampshire
– – -39,199 Closed
ACI
952
AMP Capital Investors
Australia
– – -38,966 Closed
RFC
953
Russell Frank Company
Washington
– – -32,589 Closed
State of Tennessee, Department of Treasury
954
State of Tennessee, Department of Treasury
Tennessee
– – -30,000 Closed
CP
955
Cinque Partners
California
– – -20,356 Closed
SFP
956
Santa Fe Partners
New Mexico
– – -16,288 Closed
SWA
957
SFMG Wealth Advisors
Texas
– – -15,823 Closed
GA
958
GFS Advisors
Texas
– – -15,100 Closed
FFA
959
Fragasso Financial Advisors
Pennsylvania
– – -12,738 Closed
MFS
960
Monetta Financial Services
Illinois
– – -10,000 Closed
CCM
961
Catapult Capital Management
New York
– – -10,000 Closed
NCCM
962
Nine Chapters Capital Management
New Jersey
– – -9,800 Closed
Hotchkis & Wiley Capital Management
963
Hotchkis & Wiley Capital Management
California
– – -9,665 Closed
Vanguard Group
964
Vanguard Group
Pennsylvania
– – -9,400 Closed
LMGAM
965
Liberty Mutual Group Asset Management
Massachusetts
– – -7,232 Closed
SA
966
Strategic Advisors
New York
– – -6,600 Closed
HCC
967
Hirtle Callaghan & Co
Pennsylvania
– – -6,404 Closed
CIC
968
Chilton Investment Company
Connecticut
– – -6,271 Closed
CP
969
Camelot Portfolios
Ohio
– – -6,198 Closed
RA
970
Rational Advisors
New York
– – -6,000 Closed
VWM
971
Valley Wealth Managers
New Jersey
– – -4,000 Closed
OMC
972
Old Mission Capital
Illinois
– – -3,396 Closed
MWM
973
Merriman Wealth Management
Washington
– – -2,956 Closed
VAM
974
Visium Asset Management
New York
– – -2,800 Closed
LJAC
975
L.J. Altfest & Co
New York
– – -2,664 Closed
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