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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 Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$25M 302,949 -10,484 -3%
Two Sigma Investments
102
Two Sigma Investments
New York
$24.9M 301,970 +39,038 +15%
VanEck Associates
103
VanEck Associates
New York
$24.8M 301,687 -27,568 -8%
CCM
104
Causeway Capital Management
California
$24.1M 293,135 +28,962 +11%
TAM
105
Tocqueville Asset Management
New York
$23.6M 286,458 -4,701 -2%
Deutsche Bank
106
Deutsche Bank
Germany
$23M 278,900 +66,699 +31%
FFA
107
First Foundation Advisors
California
$22.9M 278,092 +289 +0.1%
TBC
108
Tweedy, Browne Co
Connecticut
$22.9M 277,909 -5,797 -2%
CI
109
Clal Insurance
Israel
$22.7M 275,409 – –
GC
110
Guardian Capital
Ontario, Canada
$22.7M 275,110 -2,265 -0.8%
PNC
111
Park National Corp
Ohio
$22.6M 273,952 +8,092 +3%
RMCM
112
Reynders McVeigh Capital Management
Massachusetts
$22.4M 272,306 +8,960 +3%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$22.1M 268,352 +15,818 +6%
Stifel Financial
114
Stifel Financial
Missouri
$22.1M 267,779 -6,354 -2%
WA
115
Wasatch Advisors
Utah
$22M 267,369 -34,261 -11%
ADEF
116
Adams Diversified Equity Fund
Maryland
$22M 266,724 – –
AWCI
117
Alpine Woods Capital Investors
New York
$21.6M 262,638 -49,104 -16%
RFC
118
Russell Frank Company
Washington
$21.5M 261,546 +261,546 New
ST
119
Sabal Trust
Florida
$21.4M 259,578 -10,050 -4%
EIA
120
Edgemoor Investment Advisors
Maryland
$21.1M 255,714 -2,883 -1%
WSFS
121
Wilmington Savings Fund Society
Delaware
$20.4M 247,623 -6,084 -2%
William Blair & Company
122
William Blair & Company
Illinois
$19.7M 238,775 +9,748 +4%
NIM
123
Northeast Investment Management
Massachusetts
$19.6M 237,927 -2,821 -1%
TAM
124
Trillium Asset Management
Massachusetts
$18.1M 219,543 +7,555 +4%
OCAM
125
Onex Canada Asset Management
Ontario, Canada
$17.8M 290,272 +22,320 +8%
3 4
5
6 7