NVS icon

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 %
ADEF
126
Adams Diversified Equity Fund
Maryland
$15.2M -$5.33M -69,192 -26%
QIM
127
Quest Investment Management
Oregon
$15.1M +$3.13M +40,535 +26%
William Blair & Company
128
William Blair & Company
Illinois
$15M -$3.38M -43,812 -18%
WG
129
Welch Group
Alabama
$14.5M +$318K +4,119 +2%
Citigroup
130
Citigroup
New York
$14.4M +$2.44M +31,663 +20%
FFIC
131
First Fiduciary Investment Counsel
Ohio
$14.3M +$1.74M +22,510 +14%
Jane Street
132
Jane Street
New York
$14.2M -$35.8M -464,265 -72%
Comerica Bank
133
Comerica Bank
Texas
$13.8M +$241K +3,296 +2%
TBA
134
Tower Bridge Advisors
Pennsylvania
$13.5M +$444K +5,754 +3%
PHS
135
Pekin Hardy Strauss
Illinois
$13.3M -$533K -6,919 -4%
MIS
136
Morningstar Investment Services
Illinois
$13.2M +$1.89M +24,477 +17%
CTI
137
Community Trust & Investment
Kentucky
$13.2M +$70K +908 +0.5%
AAM
138
Advisors Asset Management
Colorado
$13.2M -$311K -4,040 -2%
PSUF
139
People's United Financial
Connecticut
$13.1M +$6.14M +79,668 +89%
TAM
140
Trillium Asset Management
Massachusetts
$13M -$3.92M -50,860 -23%
MAP
141
Managed Asset Portfolios
Michigan
$12.9M +$1.91M +24,767 +17%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$12.7M +$1.44M +18,619 +13%
WF
143
Welch & Forbes
Massachusetts
$12.2M +$1.31M +17,023 +12%
BCM
144
Brookmont Capital Management
Texas
$12.1M -$274K -3,559 -2%
WAM
145
World Asset Management
Michigan
$12.1M +$58.6K +760 +0.5%
UCFA
146
United Capital Financial Advisors
Texas
$12M +$1.27M +16,476 +12%
Balyasny Asset Management
147
Balyasny Asset Management
Illinois
$12M +$12M +155,534 New
EWA
148
EP Wealth Advisors
California
$12M +$128K +1,655 +1%
CIM
149
Calvert Investment Management
Maryland
$11.9M +$2.92M +37,882 +33%
CT
150
Cambridge Trust
Massachusetts
$11.3M -$211K -2,735 -2%
4 5
6
7 8