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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.

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
1
Franklin Resources
California
$648M
2
State Street
2
State Street
Massachusetts
$308M
3
Bank of America
3
Bank of America
North Carolina
$519M
4
IC
4
Institutional Capital
Illinois
$353M
5
MNA
5
Manning & Napier Advisors
New York
$256M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$130M
2
Dodge & Cox
2
Dodge & Cox
California
$4.2B
3
Primecap Management
3
Primecap Management
California
$1.91B
4
BG
4
Bahl & Gaynor
Ohio
$79.1M
5
Northern Trust
5
Northern Trust
Illinois
$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPA
76
Nichols & Pratt Advisers
Massachusetts
$39.3M -$128K -1,559 -0.3%
TH
77
TCTC Holdings
Texas
$38.4M +$112K +1,357 +0.3%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$35.9M +$73.6K +894 +0.2%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$34.7M +$554K +6,725 +2%
GF
80
Gabelli Funds
New York
$34.2M – – –
MIP
81
Mondrian Investment Partners
United Kingdom
$33.6M – – –
TIM
82
Thornburg Investment Management
New Mexico
$33.5M +$12.1M +147,303 +57%
CRM
83
Cramer Rosenthal McGlynn
Connecticut
$33.4M -$2.03M -24,686 -6%
US Bancorp
84
US Bancorp
Minnesota
$32.4M -$801K -9,725 -2%
CGT
85
Capital Guardian Trust
California
$32.2M +$2.91M +35,325 +10%
DWA
86
Douglass Winthrop Advisors
New York
$32.1M +$1.68M +20,432 +6%
O
87
OppenheimerFunds
New York
$31.7M +$122K +1,484 +0.4%
Massachusetts Financial Services
88
Massachusetts Financial Services
Massachusetts
$30.8M -$281K -3,415 -0.9%
VKH
89
Virtu KCG Holdings
New York
$30M +$26.6M +323,192 +796%
SEI Investments
90
SEI Investments
Pennsylvania
$29M +$1.43M +17,412 +5%
EVM
91
Eaton Vance Management
Massachusetts
$29M +$371K +4,510 +1%
ACP
92
Ashfield Capital Partners
California
$28.9M -$2.54M -30,848 -8%
CFB
93
Cullen/Frost Bankers
Texas
$27.8M +$103K +1,249 +0.4%
MCC
94
Mid Continent Capital
Illinois
$27.7M -$164K -1,987 -0.6%
M&T Bank
95
M&T Bank
New York
$27.4M -$180K -2,188 -0.7%
DP
96
Dearborn Partners
Illinois
$27.1M +$668K +8,106 +3%
BHC
97
Bowen Hanes & Co
Florida
$26.5M -$4.7M -57,056 -15%
GG
98
Gofen & Glossberg
Illinois
$25.9M -$280K -3,402 -1%
Truist Financial
99
Truist Financial
North Carolina
$25.6M -$961K -11,667 -4%
DADC
100
D.A. Davidson & Co
Montana
$25M +$305K +3,700 +1%
2 3
4
5 6