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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 %
Millennium Management
151
Millennium Management
New York
$12.2M 147,854 -156,602 -51%
MIS
152
Morningstar Investment Services
Illinois
$12.1M 146,832 +12,678 +9%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$12M 146,190 +5,977 +4%
Citadel Advisors
154
Citadel Advisors
Florida
$11.8M 143,677 +136,093 +1,794%
CAG
155
Crestwood Advisors Group
Massachusetts
$11.8M 143,471 +5,021 +4%
MAP
156
Managed Asset Portfolios
Michigan
$11.7M 142,531 +8,470 +6%
PSC
157
Prentiss Smith & Co
Vermont
$11.7M 142,301 +5,651 +4%
WF
158
Welch & Forbes
Massachusetts
$11.6M 141,224 +11,651 +9%
GGI
159
Godsey & Gibb Inc
Virginia
$11.6M 141,001 -6,185 -4%
LWCFA
160
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.6M 131,252 – –
UCFA
161
United Capital Financial Advisors
Texas
$11.5M 139,452 +12,552 +10%
CCI
162
Columbus Circle Investors
$11.4M 138,840 -113,433 -45%
PAS
163
Professional Advisory Services
Florida
$11.3M 136,601 -50,775 -27%
BWP
164
Baldwin Wealth Partners
Massachusetts
$11.1M 135,018 +3,298 +3%
HTHT
165
Hemenway Trust Hemenway Trust
New Hampshire
$11.1M 134,880 +3,331 +3%
LPL Financial
166
LPL Financial
California
$11M 130,661 +6,737 +5%
FCI
167
Financial Counselors Inc
Kansas
$10.8M 131,519 +1,359 +1%
Norges Bank
168
Norges Bank
Norway
$10.7M 130,494 -104,145 -44%
EWA
169
Exencial Wealth Advisors
Oklahoma
$10.7M 130,479 +11,331 +10%
CCM
170
Cullen Capital Management
New York
$10.4M 126,638 -9,737 -7%
PWP
171
Private Wealth Partners
California
$9.97M 121,086 +16,818 +16%
TAM
172
Todd Asset Management
Kentucky
$9.83M 119,316 -92,487 -44%
SW
173
SVB Wealth
Massachusetts
$9.79M 118,873 -15,496 -12%
CIM
174
Calvert Investment Management
Maryland
$9.59M 116,484 -4,721 -4%
CAM
175
Capstone Asset Management
Texas
$9.43M 114,515 -2,469 -2%
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