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Novartis
NVS

Overview Fund Activity

925 hedge funds and large institutions have $21.4B invested in Novartis in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 335 increasing their positions, 349 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
-18
Holders Change %
-1.91%
% of All Funds
25.85%
Holding in Top 10
59
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.28%
% of All Funds
1.65%
New
43
Increased
335
Reduced
349
Closed
53
Calls
$69.6M
Puts
$71M
Net Calls
-$1.35M
Net Calls Change
-$46.3M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$312M
2
State Street
State Street
Massachusetts
+$306M
3
Bank of America
Bank of America
North Carolina
+$306M
4
IC
Institutional Capital
Illinois
+$210M
5
MNA
Manning & Napier Advisors
New York
+$137M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
Dodge & Cox
Dodge & Cox
California
-$207M
3
Primecap Management
Primecap Management
California
-$122M
4
BG
Bahl & Gaynor
Ohio
-$78.6M
5
Northern Trust
Northern Trust
Illinois
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
951
1834 Investment Advisors
Wisconsin
– -$277K -3,139 Closed
AF
952
Aldebaran Financial
– -$261K -2,957 Closed
GA
953
GFS Advisors
Texas
– -$256K -2,902 Closed
BJL
954
Brighton Jones LLC
Washington
– -$246K -2,793 Closed
Two Sigma Advisers
955
Two Sigma Advisers
New York
– -$245K -2,775 Closed
TNBTD
956
Trustmark National Bank Trust Department
Mississippi
– -$242K -2,748 Closed
SKK
957
Shepherd Kaplan Krochuk
Massachusetts
– -$236K -2,678 Closed
QCMC
958
Quantum Capital Management (California)
California
– -$218K -2,473 Closed
DTL
959
Dynamic Technology Lab
Singapore
– -$216K -2,455 Closed
TFCP
960
Twin Focus Capital Partners
Massachusetts
– -$213K -2,417 Closed
AT
961
Argent Trust
Texas
– -$213K -2,417 Closed
ALA
962
Atherton Lane Advisers
California
– -$211K -2,399 Closed
FA
963
FCG Advisors
New Jersey
– -$211K -2,390 Closed
FMW
964
Farr Miller & Washington
District of Columbia
– -$210K -2,385 Closed
ACA
965
Anchor Capital Advisors
Massachusetts
– -$207K -2,344 Closed
PP
966
Paloma Partners
Connecticut
– -$200K -2,274 Closed
BIM
967
Baldwin Investment Management
Pennsylvania
– -$200K -2,272 Closed
EWM
968
Edge Wealth Management
New York
– -$195K -2,207 Closed
FTUS
969
Flow Traders U.S.
New York
– -$147K -1,666 Closed
JG
970
Jefferies Group
New York
– -$125K -1,416 Closed
SCA
971
Strategic Capital Alternatives
United States
– -$120K -1,355 Closed
SSG
972
Summit Securities Group
New York
– -$108K -1,228 Closed
Acadian Asset Management
973
Acadian Asset Management
Massachusetts
– -$96K -1,088 Closed
CAL
974
Capital Advisors Ltd
Ohio
– -$51K -575 Closed
RBC
975
Roble Belko & Company
Pennsylvania
– -$41K -469 Closed
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