NVS icon

Novartis
NVS

Overview Fund Activity

943 hedge funds and large institutions have $22.9B invested in Novartis in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 347 increasing their positions, 339 reducing their positions, and 41 closing their positions.

Holders
943
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
25.43%
Holding in Top 10
61
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.59%
% of All Funds
1.65%
New
52
Increased
347
Reduced
339
Closed
41
Calls
$78.6M
Puts
$33.6M
Net Calls
+$44.9M
Net Calls Change
+$32.4M

Top Buyers

1
IC
1
Institutional Capital
Illinois
$153M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$533M
3
MNA
3
Manning & Napier Advisors
New York
$126M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$421M
5
Northern Trust
5
Northern Trust
Illinois
$411M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$4.72B
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$114M
3
TCIM
3
TIAA CREF Investment Management
New York
$23.3M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$46.5M
5
Invesco
5
Invesco
Georgia
$246M
Name Market Value Shares Shares
Change 		Shares
Change %
TAM
151
Telemark Asset Management
Massachusetts
$13.8M 156,240 -33,480 -18%
EWA
152
EP Wealth Advisors
California
$13.6M 154,039 +2,789 +2%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$13.3M 150,660 +150,660 New
GGI
154
Godsey & Gibb Inc
Virginia
$13M 147,186 -7,763 -5%
PIM
155
Perkins Investment Management
Illinois
$12.8M 145,780 -30,258 -17%
WAM
156
World Asset Management
Michigan
$12.7M 143,899 -9,395 -6%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$12.4M 140,213 +2,508 +2%
CAG
158
Crestwood Advisors Group
Massachusetts
$12.2M 138,450 +9,352 +7%
PSC
159
Prentiss Smith & Co
Vermont
$12M 136,650 -9,092 -6%
CCM
160
Cullen Capital Management
New York
$12M 136,375 -20,423 -13%
SW
161
SVB Wealth
Massachusetts
$11.8M 134,369 -4,016 -3%
MIS
162
Morningstar Investment Services
Illinois
$11.8M 134,154 +19,158 +17%
MAP
163
Managed Asset Portfolios
Michigan
$11.8M 134,061 +804 +0.6%
QIM
164
Quest Investment Management
Oregon
$11.7M 132,581 +132,581 New
BWP
165
Baldwin Wealth Partners
Massachusetts
$11.6M 131,720 +956 +0.7%
HTHT
166
Hemenway Trust Hemenway Trust
New Hampshire
$11.6M 131,549 +4,799 +4%
LWCFA
167
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.6M 131,252 -1,552 -1%
FCI
168
Financial Counselors Inc
Kansas
$11.5M 130,160 +1,210 +0.9%
WF
169
Welch & Forbes
Massachusetts
$11.4M 129,573 -5,772 -4%
UCFA
170
United Capital Financial Advisors
Texas
$11.2M 126,900 +9,759 +8%
EWA
171
Exencial Wealth Advisors
Oklahoma
$11M 119,148 +8,095 +7%
LPL Financial
172
LPL Financial
California
$11M 123,924 +636 +0.5%
Arrowstreet Capital
173
Arrowstreet Capital
Massachusetts
$10.9M 123,541 +40,845 +49%
OPCM
174
Osborne Partners Capital Management
California
$10.9M 123,225 -890 -0.7%
CIM
175
Calvert Investment Management
Maryland
$10.7M 121,205 +69,307 +134%
5 6
7
8 9