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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 %
GT
151
Glenmede Trust
Pennsylvania
$11.2M -$2.07M -26,868 -16%
PSC
152
Prentiss Smith & Co
Vermont
$11.2M +$181K +2,353 +2%
GGI
153
Godsey & Gibb Inc
Virginia
$11M +$136K +1,764 +1%
HTHT
154
Hemenway Trust Hemenway Trust
New Hampshire
$10.7M +$321K +4,162 +3%
VKH
155
Virtu KCG Holdings
New York
$10.5M -$17.5M -227,095 -62%
CAG
156
Crestwood Advisors Group
Massachusetts
$10.5M -$530K -6,873 -5%
OMC
157
Old Mission Capital
Illinois
$10.2M +$2.72M +35,237 +36%
FCI
158
Financial Counselors Inc
Kansas
$10M -$133K -1,727 -1%
PIM
159
Perkins Investment Management
Illinois
$9.96M -$2.16K -28 -0%
MCM
160
Marsico Capital Management
Colorado
$9.86M -$4.61M -59,852 -32%
CCM
161
Cullen Capital Management
New York
$9.77M +$9.48K +123 +0.1%
LWCFA
162
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.71M -$414K -5,372 -4%
Wellington Management Group
163
Wellington Management Group
Massachusetts
$9.65M +$2.01M +26,115 +26%
CAM
164
Capstone Asset Management
Texas
$9.6M +$766K +9,941 +9%
CPS
165
Counsel Portfolio Services
Ontario, Canada
$9.54M +$713K +9,251 +8%
EWA
166
Exencial Wealth Advisors
Oklahoma
$9.3M -$242K -3,303 -3%
HC
167
Hawkins Capital
Texas
$9.03M +$9.03M +117,180 New
VW
168
Vantage Wealth
California
$8.57M +$1.85M +23,984 +28%
CCM
169
Chilton Capital Management
Texas
$8.48M +$173K +2,238 +2%
PWP
170
Private Wealth Partners
California
$8.46M -$880K -11,417 -9%
PP
171
Patten & Patten
Tennessee
$8.29M +$292K +3,789 +4%
BWP
172
Baldwin Wealth Partners
Massachusetts
$8.25M -$2.16M -28,053 -21%
Jones Financial Companies
173
Jones Financial Companies
Missouri
$8.14M -$323K -4,190 -4%
WT
174
Whittier Trust
California
$8.13M -$560K -7,266 -6%
CSIC
175
Clifford Swan Investment Counsel
California
$8.13M -$320K -4,151 -4%
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