NVS icon

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 %
BPBT
176
Boston Private Bank & Trust
Massachusetts
$10.1M 102,202 +8,184 +9%
FM
177
Forward Management
California
$9.98M 101,195 -814 -0.8%
PP
178
PDT Partners
New York
$9.96M 101,032 +44,402 +78%
MLL
179
Moody Lynn & Lieberson
Massachusetts
$9.9M 100,421 +100,421 New
SFM
180
Sphera Funds Management
Israel
$9.86M 100,000 -339,621 -77%
Adage Capital Partners
181
Adage Capital Partners
Massachusetts
$9.86M 100,000 -50,000 -33%
HCM
182
Hilton Capital Management
New York
$9.83M 95,046 +8,366 +10%
Jones Financial Companies
183
Jones Financial Companies
Missouri
$9.64M 97,755 +14,880 +18%
AIIMS
184
Analyst IMS Investment Management Services
Israel
$9.63M 97,692 -1,901 -2%
LIA
185
LS Investment Advisors
Michigan
$9.57M 97,055 -4,912 -5%
MIH
186
Madison Investment Holdings
Wisconsin
$9.31M 94,380 -1,436 -1%
PWP
187
Private Wealth Partners
California
$9.24M 93,730 -11,460 -11%
LIC
188
Lodestar Investment Counsel
Illinois
$9.23M 93,579 +93,579 New
M
189
MOTCO
Texas
$9.2M 93,260 -4,728 -5%
EGA
190
Eagle Global Advisors
Texas
$9.13M 92,593 -50 -0.1%
PP
191
Patten & Patten
Tennessee
$9.11M 92,329 -526 -0.6%
JPMIA
192
J.P. Marvel Investment Advisors
Massachusetts
$9.05M 91,767 -350 -0.4%
TU
193
TDAM USA
Ontario, Canada
$8.98M 91,090 -338 -0.4%
Wellington Management Group
194
Wellington Management Group
Massachusetts
$8.93M 90,600 +90,600 New
BA
195
BlackRock Advisors
Delaware
$8.84M 89,681 -43,300 -33%
Citigroup
196
Citigroup
New York
$8.74M 88,632 -92,096 -51%
CCM
197
Cohen Capital Management
California
$8.48M 85,968 -450 -0.5%
GC
198
Grimes & Company
Massachusetts
$8.38M 85,019 +1,811 +2%
CPS
199
Counsel Portfolio Services
Ontario, Canada
$8.29M 84,013 +39,013 +87%
SOMRS
200
State of Michigan Retirement System
Michigan
$8.26M 83,800 -32,000 -28%
6 7
8
9 10