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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 %
DADC
101
D.A. Davidson & Co
Montana
$26.4M 267,692 -8,305 -3%
TIM
102
Thornburg Investment Management
New Mexico
$25.9M 262,518 -434,100 -62%
ACM
103
Atlanta Capital Management
Georgia
$25.9M 262,383 -1,700 -0.6%
TBC
104
Tweedy, Browne Co
Connecticut
$25.7M 260,217 -5,820 -2%
CI
105
Clal Insurance
Israel
$24.7M 246,782 -68,555 -22%
TAM
106
Tocqueville Asset Management
New York
$24.6M 249,277 -85,227 -25%
FFA
107
First Foundation Advisors
California
$24.2M 244,949 +13,446 +6%
ST
108
Sabal Trust
Florida
$23.9M 242,432 +215 +0.1%
ADEF
109
Adams Diversified Equity Fund
Maryland
$23.6M 239,000 +239,000 New
EIA
110
Edgemoor Investment Advisors
Maryland
$23.3M 235,988 -1,725 -0.7%
BCAM
111
Boston Common Asset Management
Massachusetts
$23.3M 235,799 -5,695 -2%
Stifel Financial
112
Stifel Financial
Missouri
$23.3M 235,916 +6,246 +3%
PNC
113
Park National Corp
Ohio
$23.1M 234,313 +9,016 +4%
GC
114
Guardian Capital
Ontario, Canada
$22.8M 231,092 +240 +0.1%
CCI
115
Columbus Circle Investors
$22.7M 230,069 +95,832 +71%
WSFS
116
Wilmington Savings Fund Society
Delaware
$22.7M 229,689 -8,985 -4%
RMCM
117
Reynders McVeigh Capital Management
Massachusetts
$22.4M 227,308 +6,942 +3%
CCM
118
Causeway Capital Management
California
$22M 222,652 -113,626 -34%
NIM
119
Northeast Investment Management
Massachusetts
$21.5M 217,819 -4,109 -2%
Deutsche Bank
120
Deutsche Bank
Germany
$21.4M 217,150 +71,906 +50%
EWM
121
Evercore Wealth Management
New York
$20.9M 212,076 +497 +0.2%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$20.8M 210,485 +65,935 +46%
Norges Bank
123
Norges Bank
Norway
$20.7M 210,250 – –
OCAM
124
Onex Canada Asset Management
Ontario, Canada
$19.9M 201,310 +47,210 +31%
William Blair & Company
125
William Blair & Company
Illinois
$19.1M 193,267 -24,199 -11%
3 4
5
6 7