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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.

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
1
Franklin Resources
California
$843M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$266M
3
IC
3
Institutional Capital
Illinois
$397M
4
State Street
4
State Street
Massachusetts
$353M
5
MNA
5
Manning & Napier Advisors
New York
$302M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$41.9M
2
Dodge & Cox
2
Dodge & Cox
California
$3.88B
3
SI
3
Scharf Investments
California
$86.6M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$753M
5
Parnassus Investments
5
Parnassus Investments
California
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
976
Linscomb Wealth
Texas
– -$207K -2,513 Closed
AL
977
Agran Libbie
California
– -$207K -2,510 Closed
PTB
978
Pioneer Trust Bank
Oregon
– -$203K -2,463 Closed
LCM
979
Lucas Capital Management
New Jersey
– -$202K -2,455 Closed
SCG
980
Sonata Capital Group
Washington
– -$202K -2,453 Closed
GWCM
981
Godshalk Welsh Capital Management
Pennsylvania
– -$170K -2,065 Closed
LFR
982
Lehman Financial Resources
Pennsylvania
– -$168K -2,047 Closed
TRCT
983
Tower Research Capital (TRC)
New York
– -$163K -1,984 Closed
MGIA
984
Moneta Group Investment Advisors
Missouri
– -$139K -1,693 Closed
WCM
985
Windsor Capital Management
Arizona
– -$131K -1,595 Closed
Legal & General Group
986
Legal & General Group
United Kingdom
– -$129K -1,562 Closed
W
987
Wealthfront
California
– -$115K -1,398 Closed
KCM
988
Karp Capital Management
California
– -$87K -1,061 Closed
LOCC
989
Lombard Odier & Cie (Canada)
Quebec, Canada
– -$87K -1,060 Closed
DLHL
990
Donald L. Hagan LLC
Florida
– -$78K -946 Closed
TWMP
991
Taylor Wealth Management Partners
Massachusetts
– -$62K -753 Closed
WA
992
Waverly Advisors
Alabama
– -$62K -751 Closed
HCMT
993
Highland Capital Management (Tennessee)
Tennessee
– -$30K -363 Closed
IRS
994
Invictus RG (Singapore)
Singapore
– -$25K -302 Closed
CHP
995
Cable Hill Partners
Oregon
– -$13K -157 Closed
MAS
996
Madden Advisory Services
Florida
– -$2K -31 Closed
NMIS
997
Northwestern Mutual Investment Services
Wisconsin
– -$1K -17 Closed
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