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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 %
ARTA
951
A.R.T. Advisors
New York
– -$1.27M -14,334 Closed
PSI
952
Pinnacle Summer Investments
Virginia
– -$1.17M -13,183 Closed
FAM
953
Fred Alger Management
New York
– -$1.07M -12,109 Closed
EIP
954
Epoch Investment Partners
New York
– -$928K -10,502 Closed
TH
955
Timber Hill
Connecticut
– -$725K -8,207 Closed
CIS
956
Connors Investor Services
Pennsylvania
– -$699K -7,906 Closed
CCIA
957
Campbell & Co Investment Adviser
Maryland
– -$621K -7,031 Closed
CI
958
CAZ Investments
Texas
– -$621K -7,031 Closed
SWM
959
Strategic Wealth Management
Washington
– -$585K -6,626 Closed
QIM
960
Quantitative Investment Management
Virginia
– -$502K -5,692 Closed
FAAM
961
First Allied Asset Management
California
– -$381K -4,405 Closed
SSA
962
South Street Advisors
New York
– -$347 -4,185 Closed
PAM
963
Princeton Alpha Management
New Jersey
– -$328K -3,716 Closed
RCA
964
Rex Capital Advisors
Rhode Island
– -$323K -3,650 Closed
DHFB
965
Dixon Hubard Feinour & Brown
Virginia
– -$302K -3,417 Closed
MM
966
Midas Management
New York
– -$296K -3,348 Closed
GW
967
GW & Wade
Massachusetts
– -$274K -3,096 Closed
CICI
968
Capital Investment Counsel Inc
North Carolina
– -$269K -3,041 Closed
PWLP
969
Prio Wealth Limited Partnership
Massachusetts
– -$255K -2,896 Closed
CIP
970
Cornerstone Investment Partners
Georgia
– -$255K -2,882 Closed
MCM
971
MAI Capital Management
Ohio
– -$245K -2,775 Closed
RP
972
Reinhart Partners
Wisconsin
– -$231K -2,619 Closed
ICOA
973
Investment Centers of America
North Dakota
– -$226K -2,586 Closed
FM
974
Foster & Motley
Ohio
– -$218K -2,472 Closed
BCM
975
Bluefin Capital Management
New York
– -$217K -2,455 Closed
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