NVS icon

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 %
Millennium Management
126
Millennium Management
New York
$18.8M 190,500 -169,028 -47%
CCM
127
Compass Capital Management
Minnesota
$18.8M 190,283 +2,481 +1%
TAM
128
Trillium Asset Management
Massachusetts
$18.5M 188,006 +2,571 +1%
MCM
129
Marsico Capital Management
Colorado
$18.5M 187,431 +105,233 +128%
PHS
130
Pekin Hardy Strauss
Illinois
$18.4M 186,478 -63,169 -25%
MTC
131
McDaniel Terry & Co
Texas
$17.3M 175,502 +1,098 +0.6%
TAM
132
Todd Asset Management
Kentucky
$17.1M 173,395 +2,946 +2%
TAM
133
Telemark Asset Management
Massachusetts
$16.8M 170,000 – –
PAS
134
Professional Advisory Services
Florida
$16.7M 168,973 +33,872 +25%
KFS
135
Kurt F. Somerville
$16.5M 166,968 +18,032 +12%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$16.3M 165,001 -820 -0.5%
Comerica Bank
137
Comerica Bank
Texas
$16.2M 163,797 -151,711 -48%
UBS AM
138
UBS AM
Illinois
$15.9M 161,279 +57 +0%
GT
139
Glenmede Trust
Pennsylvania
$15.8M 160,129 -28,952 -15%
FFIC
140
First Fiduciary Investment Counsel
Ohio
$15.7M 159,542 -1,450 -0.9%
PIM
141
Perkins Investment Management
Illinois
$15.6M 157,740 -53,611 -25%
BCM
142
Brookmont Capital Management
Texas
$15.5M 156,954 +14,324 +10%
GC
143
Guggenheim Capital
Illinois
$15.4M 156,656 -3,731 -2%
CTI
144
Community Trust & Investment
Kentucky
$15M 152,092 -52,338 -26%
TBA
145
Tower Bridge Advisors
Pennsylvania
$14.9M 151,341 +11,595 +8%
HSA
146
Hussman Strategic Advisors
Maryland
$14.8M 150,000 -14,000 -9%
FTIOP
147
Fiduciary Trust International of Pennsylvania
Pennsylvania
$14.7M 148,621 +2,408 +2%
AAM
148
Advisors Asset Management
Colorado
$14.6M 148,246 +8,539 +6%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$14.4M 146,400 – –
CCM
150
Cullen Capital Management
New York
$13.9M 140,500 -22,100 -14%
4 5
6
7 8