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Novartis
NVS
NVS
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
134% more call options, than puts
Call options by funds: $78.6M | Put options by funds: $33.6M
27% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 41
2% more repeat investments, than reductions
Existing positions increased: 347 | Existing positions reduced: 339
0% more funds holding
Funds holding: 939 → 943 (+4)
0.17% more ownership
Funds ownership: 9.67% → 9.84% (+0.17%)
2% less capital invested
Capital invested by funds: $23.3B → $22.9B (-$451M)
12% less funds holding in top 10
Funds holding in top 10: 69 → 61 (-8)
Holders
943
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
25.41%
Holding in Top 10
61
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.59%
% of All Funds
1.64%
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
Top Sellers
| 1 |
Dodge & Cox
San Francisco,
California
|
-$211M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$54.6M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$46.1M |
| 4 |
Neuberger Berman Group
New York
|
-$40.4M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$36.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IC
976
Intersect Capital
San Ramon,
California
| – | -$74K | -812 | Closed |
|
|
EAMA
977
EFG Asset Management (Americas)
Miami,
Florida
| – | -$69K | -777 | Closed |
|
|
PIM
978
Progressive Investment Management
Lake Oswego,
Oregon
| – | -$63K | -715 | Closed |
|
|
HCM
979
Horrell Capital Management
Little Rock,
Arkansas
| – | -$54K | -614 | Closed |
|
|
CYG
980
Clean Yield Group
Norwich,
Vermont
| – | -$38K | -433 | Closed |
|
|
BWFA
981
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| – | -$35K | -391 | Closed |
|
|
TNB
982
Thomasville National Bank
Thomasville,
Georgia
| – | -$25K | -279 | Closed |
|
983
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$4K | -45 | Closed |
|
|
CFSG
984
Community Financial Services Group
Newport,
Vermont
| – | -$1K | -15 | Closed |
|