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Novartis
NVS

Overview Fund Activity

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.

Holders
943
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
25.43%
Holding in Top 10
61
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.59%
% of All Funds
1.65%
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

1
IC
1
Institutional Capital
Illinois
$153M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$533M
3
MNA
3
Manning & Napier Advisors
New York
$126M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$421M
5
Northern Trust
5
Northern Trust
Illinois
$411M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$4.72B
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$114M
3
TCIM
3
TIAA CREF Investment Management
New York
$23.3M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$46.5M
5
Invesco
5
Invesco
Georgia
$246M
Name Market Value Shares Shares
Change 		Shares
Change %
AWCI
101
Alpine Woods Capital Investors
New York
$27.5M 311,742 -33,480 -10%
Millennium Management
102
Millennium Management
New York
$26.8M 304,456 +91,858 +43%
WA
103
Wasatch Advisors
Utah
$26.6M 301,630 -18,749 -6%
DADC
104
D.A. Davidson & Co
Montana
$26.4M 300,167 +1,423 +0.5%
TAM
105
Tocqueville Asset Management
New York
$25.7M 291,159 +12,966 +5%
TBC
106
Tweedy, Browne Co
Connecticut
$25M 283,706 -6,696 -2%
FFA
107
First Foundation Advisors
California
$24.5M 277,803 +4,440 +2%
GC
108
Guardian Capital
Ontario, Canada
$24.4M 277,375 +19,476 +8%
CI
109
Clal Insurance
Israel
$24.3M 275,409 – –
Stifel Financial
110
Stifel Financial
Missouri
$24M 274,133 +10,851 +4%
ST
111
Sabal Trust
Florida
$23.8M 269,628 -926 -0.3%
ADEF
112
Adams Diversified Equity Fund
Maryland
$23.5M 266,724 – –
PNC
113
Park National Corp
Ohio
$23.4M 265,860 +4,367 +2%
CCM
114
Causeway Capital Management
California
$23.3M 264,173 +15,693 +6%
TCIM
115
TIAA CREF Investment Management
New York
$23.3M 264,048 -502,538 -66%
RMCM
116
Reynders McVeigh Capital Management
Massachusetts
$23.2M 263,346 +9,670 +4%
Two Sigma Investments
117
Two Sigma Investments
New York
$23.2M 262,932 +232,831 +773%
TIM
118
Thornburg Investment Management
New Mexico
$22.8M 259,232 -33,738 -12%
EIA
119
Edgemoor Investment Advisors
Maryland
$22.8M 258,597 -4,766 -2%
WSFS
120
Wilmington Savings Fund Society
Delaware
$22.4M 253,707 -2,626 -1%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$22.3M 252,534 +17,633 +8%
CCI
122
Columbus Circle Investors
$22.2M 252,273 -4,484 -2%
NIM
123
Northeast Investment Management
Massachusetts
$21.2M 240,748 -2,338 -1%
Norges Bank
124
Norges Bank
Norway
$20.7M 234,639 – –
William Blair & Company
125
William Blair & Company
Illinois
$20.2M 229,027 +13,341 +6%
3 4
5
6 7