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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 %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$37M 374,976 -18,689 -5%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$36.5M 370,201 -79,073 -18%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$36M 365,158 +5,850 +2%
MIP
79
Mondrian Investment Partners
United Kingdom
$36M 365,000 -2,000 -0.5%
MNA
80
Manning & Napier Advisors
New York
$35.7M 361,795 +3,121 +0.9%
US Bancorp
81
US Bancorp
Minnesota
$35.2M 357,230 -6,770 -2%
EVM
82
Eaton Vance Management
Massachusetts
$33.8M 342,564 +40,887 +14%
Massachusetts Financial Services
83
Massachusetts Financial Services
Massachusetts
$33.5M 340,219 -11,265 -3%
BHC
84
Bowen Hanes & Co
Florida
$33.4M 338,935 +4,280 +1%
O
85
OppenheimerFunds
New York
$32.9M 333,170 +92,205 +38%
DWA
86
Douglass Winthrop Advisors
New York
$32.6M 330,359 +34,979 +12%
VanEck Associates
87
VanEck Associates
New York
$31.6M 320,157 +4,210 +1%
AWCI
88
Alpine Woods Capital Investors
New York
$30.5M 309,339 +30,000 +11%
Truist Financial
89
Truist Financial
North Carolina
$30M 304,437 -36,411 -11%
M&T Bank
90
M&T Bank
New York
$30M 304,128 -10,770 -3%
TA
91
Teachers Advisors
New York
$29.6M 300,219 +300,219 New
CFB
92
Cullen/Frost Bankers
Texas
$29.6M 299,931 -1,355 -0.4%
SEI Investments
93
SEI Investments
Pennsylvania
$29.3M 296,910 +2,833 +1%
CGT
94
Capital Guardian Trust
California
$29M 294,462 -17,559 -6%
DP
95
Dearborn Partners
Illinois
$28.4M 288,093 +32,183 +13%
WA
96
Wasatch Advisors
Utah
$28.3M 287,078 -34,000 -11%
MCC
97
Mid Continent Capital
Illinois
$28.2M 286,085 +3,175 +1%
GG
98
Gofen & Glossberg
Illinois
$27.6M 280,359 -1,225 -0.4%
ACP
99
Ashfield Capital Partners
California
$27.6M 280,132 -44,819 -14%
HighTower Advisors
100
HighTower Advisors
Illinois
$27.1M 274,372 +1,945 +0.7%
2 3
4
5 6