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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 %
BCAM
126
Boston Common Asset Management
Massachusetts
$17.5M 212,159 -4,411 -2%
CCM
127
Compass Capital Management
Minnesota
$17.4M 211,478 +1,217 +0.6%
MTC
128
McDaniel Terry & Co
Texas
$16.6M 202,102 +2,511 +1%
MCM
129
Marsico Capital Management
Colorado
$15.5M 187,748 -21,425 -10%
KFS
130
Kurt F. Somerville
$15.4M 187,211 -951 -0.5%
Comerica Bank
131
Comerica Bank
Texas
$15.2M 185,070 -197,702 -52%
UBS AM
132
UBS AM
Illinois
$15.2M 184,936 +181 +0.1%
WG
133
Welch Group
Alabama
$15.2M 184,046 +4,477 +2%
First Trust Advisors
134
First Trust Advisors
Illinois
$15M 181,531 +25,035 +16%
PHS
135
Pekin Hardy Strauss
Illinois
$14.8M 179,819 -21,680 -11%
AAM
136
Advisors Asset Management
Colorado
$14.4M 174,753 +415 +0.2%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$14.3M 173,952 -1,326 -0.8%
GT
138
Glenmede Trust
Pennsylvania
$14.2M 172,271 +11,597 +7%
CTI
139
Community Trust & Investment
Kentucky
$14M 170,011 +2,093 +1%
TBA
140
Tower Bridge Advisors
Pennsylvania
$14M 169,369 +971 +0.6%
EWM
141
Evercore Wealth Management
New York
$13.8M 167,823 -289 -0.2%
FFIC
142
First Fiduciary Investment Counsel
Ohio
$13.5M 163,426 -1,677 -1%
SAM
143
Sectoral Asset Management
Quebec, Canada
$13.4M 162,160 -25,892 -14%
BCM
144
Brookmont Capital Management
Texas
$13.3M 161,000 -13,445 -8%
WAM
145
World Asset Management
Michigan
$12.9M 156,556 +12,657 +9%
GC
146
Guggenheim Capital
Illinois
$12.8M 155,685 -22,795 -13%
QIM
147
Quest Investment Management
Oregon
$12.8M 155,409 +22,828 +17%
Citigroup
148
Citigroup
New York
$12.8M 154,973 +49,539 +47%
EWA
149
EP Wealth Advisors
California
$12.6M 153,341 -698 -0.5%
CT
150
Cambridge Trust
Massachusetts
$12.3M 148,806 +135,069 +983%
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