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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 %
NG
951
NatWest Group
United Kingdom
– -$427K -5,180 Closed
LMGAM
952
Liberty Mutual Group Asset Management
Massachusetts
– -$377K -4,576 Closed
SFP
953
Santa Fe Partners
New Mexico
– -$359K -4,362 Closed
CIP
954
Convergence Investment Partners
Florida
– -$303K -3,682 Closed
CPO
955
Cerity Partners OCIO
New York
– -$280K -3,397 Closed
RIM
956
RS Investment Management
California
– -$260K -3,153 Closed
PWAP
957
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$257K -3,125 Closed
IT
958
Independence Trust
Tennessee
– -$251K -3,050 Closed
CC
959
Capital Counsel
New York
– -$248K -3,007 Closed
TCB
960
Texas Capital Bancshares
Texas
– -$245K -2,980 Closed
BWP
961
BSW Wealth Partners
Colorado
– -$240K -2,911 Closed
DCM
962
Donaldson Capital Management
Indiana
– -$239K -2,906 Closed
FBNAT
963
FirstMerit Bank N.A. Trustee
Ohio
– -$232K -2,812 Closed
DHFB
964
Dixon Hubard Feinour & Brown
Virginia
– -$231K -2,803 Closed
HIMCH
965
Hartford Investment Management Co (HIMCO)
Connecticut
– -$231K -2,801 Closed
BA
966
BKS Advisors
Michigan
– -$230K -2,797 Closed
AL
967
Airain Ltd
Guernsey
– -$229K -2,779 Closed
SRIM
968
Saratoga Research & Investment Management
California
– -$228K -2,768 Closed
FNT
969
First National Trust
Pennsylvania
– -$222K -2,691 Closed
CS
970
Cannell & Spears
New York
– -$221K -2,678 Closed
BONST
971
Bank of Nova Scotia Trust
Ontario, Canada
– -$216K -2,621 Closed
BB
972
Busey Bank
Illinois
– -$215K -2,614 Closed
PAA
973
Peregrine Asset Advisers
Oregon
– -$211K -2,567 Closed
LPT
974
Legacy Private Trust
Wisconsin
– -$210K -2,544 Closed
PP
975
Pegasus Partners
Wisconsin
– -$208K -2,530 Closed
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