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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 %
GGI
151
Godsey & Gibb Inc
Virginia
$13.7M 138,843 -3,718 -3%
WAM
152
World Asset Management
Michigan
$13.5M 137,360 -1,416 -1%
EWA
153
EP Wealth Advisors
California
$13.4M 135,529 -1,320 -1%
PSC
154
Prentiss Smith & Co
Vermont
$12.9M 130,593 -6,379 -5%
SW
155
SVB Wealth
Massachusetts
$12.2M 124,001 +19,317 +18%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$12.2M 123,392 +4,426 +4%
WF
157
Welch & Forbes
Massachusetts
$12M 121,277 -5,030 -4%
MAP
158
Managed Asset Portfolios
Michigan
$11.8M 119,406 +10,490 +10%
SAM
159
Sectoral Asset Management
Quebec, Canada
$11.8M 119,405 +55,905 +88%
LWCFA
160
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.7M 119,000 -40 -0%
BWP
161
Baldwin Wealth Partners
Massachusetts
$11.6M 117,172 -8,700 -7%
CAG
162
Crestwood Advisors Group
Massachusetts
$11.4M 115,679 +10,676 +10%
FCI
163
Financial Counselors Inc
Kansas
$11.4M 115,547 +15,083 +15%
HTHT
164
Hemenway Trust Hemenway Trust
New Hampshire
$11.2M 113,575 +2,915 +3%
LPL Financial
165
LPL Financial
California
$11M 110,473 -15,704 -12%
OPCM
166
Osborne Partners Capital Management
California
$11M 111,214 -24,521 -18%
UCFA
167
United Capital Financial Advisors
Texas
$10.7M 104,965 +17,153 +20%
TCT
168
TIAA CREF Trust
Missouri
$10.6M 107,737 -5,848 -5%
CCM
169
Chilton Capital Management
Texas
$10.5M 105,975 -5,970 -5%
KeyBank National Association
170
KeyBank National Association
Ohio
$10.4M 105,896 -5,327 -5%
WT
171
Whittier Trust
California
$10.3M 104,914 +1,466 +1%
EWA
172
Exencial Wealth Advisors
Oklahoma
$10.3M 99,510 +4,395 +5%
CAM
173
Capstone Asset Management
Texas
$10.3M 104,181 +27,301 +36%
CSIC
174
Clifford Swan Investment Counsel
California
$10.2M 103,102 -5,419 -5%
MIS
175
Morningstar Investment Services
Illinois
$10.2M 103,043 +17,804 +21%
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