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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 %
TAM
101
Tocqueville Asset Management
New York
$22.5M +$380K +4,924 +2%
GC
102
Guardian Capital
Ontario, Canada
$22.4M +$1.17M +15,225 +6%
RMCM
103
Reynders McVeigh Capital Management
Massachusetts
$22.1M +$1.07M +13,862 +5%
Stifel Financial
104
Stifel Financial
Missouri
$22M +$1.36M +17,626 +7%
PNC
105
Park National Corp
Ohio
$21.5M +$408K +5,298 +2%
TBC
106
Tweedy, Browne Co
Connecticut
$20.8M -$587K -7,613 -3%
ACP
107
Ashfield Capital Partners
California
$20.1M -$6.95M -90,084 -26%
EIA
108
Edgemoor Investment Advisors
Maryland
$19.5M -$241K -3,130 -1%
Voloridge Investment Management
109
Voloridge Investment Management
Florida
$19M +$16.7M +216,889 +727%
WSFS
110
Wilmington Savings Fund Society
Delaware
$18.8M -$335K -4,346 -2%
AWCI
111
Alpine Woods Capital Investors
New York
$18.7M -$1.58M -20,534 -8%
NIM
112
Northeast Investment Management
Massachusetts
$18.5M +$139K +1,800 +0.8%
LPL Financial
113
LPL Financial
California
$17.5M +$7.36M +95,318 +73%
CCM
114
Compass Capital Management
Minnesota
$17.1M +$825K +10,696 +5%
WA
115
Wasatch Advisors
Utah
$17.1M -$3.52M -45,703 -17%
Millennium Management
116
Millennium Management
New York
$17.1M +$5.66M +73,365 +50%
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$16.4M -$4.29M -55,667 -21%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$16.2M +$2.75M +35,675 +21%
BCAM
119
Boston Common Asset Management
Massachusetts
$16.1M -$223K -2,887 -1%
First Trust Advisors
120
First Trust Advisors
Illinois
$15.9M +$1.91M +24,798 +14%
PAS
121
Professional Advisory Services
Florida
$15.7M +$5.21M +67,562 +49%
KFS
122
Kurt F. Somerville
$15.7M +$1.25M +16,215 +9%
MTC
123
McDaniel Terry & Co
Texas
$15.5M -$73.6K -954 -0.5%
OCAM
124
Onex Canada Asset Management
Ontario, Canada
$15.5M -$6.88M -89,280 -31%
SAM
125
Sectoral Asset Management
Quebec, Canada
$15.4M +$2.85M +36,940 +23%
3 4
5
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