NVS icon

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 %
CPS
176
Counsel Portfolio Services
Ontario, Canada
$9.43M 114,516 +12,834 +13%
WT
177
Whittier Trust
California
$9.29M 112,772 -832 -0.7%
KeyBank National Association
178
KeyBank National Association
Ohio
$9.11M 110,552 -3,141 -3%
HCM
179
Hilton Capital Management
New York
$9.06M 110,015 -15 -0%
Jones Financial Companies
180
Jones Financial Companies
Missouri
$9.04M 109,797 +1,330 +1%
CSIC
181
Clifford Swan Investment Counsel
California
$9.03M 109,586 -3,819 -3%
FTIOP
182
Fiduciary Trust International of Pennsylvania
Pennsylvania
$8.96M 108,813 -55,049 -34%
CCM
183
Chilton Capital Management
Texas
$8.88M 107,806 -11,918 -10%
MIH
184
Madison Investment Holdings
Wisconsin
$8.88M 107,780 +1,397 +1%
EGA
185
Eagle Global Advisors
Texas
$8.7M 105,623 -918 -0.9%
PP
186
Patten & Patten
Tennessee
$8.54M 103,711 +1,542 +2%
TCM
187
Tekla Capital Management
Massachusetts
$8.52M 103,453 +103,453 New
AIIMS
188
Analyst IMS Investment Management Services
Israel
$8.46M 102,653 -4,044 -4%
M
189
MOTCO
Texas
$8.43M 102,345 -292 -0.3%
LIC
190
Lodestar Investment Counsel
Illinois
$8.39M 101,848 -590 -0.6%
OPCM
191
Osborne Partners Capital Management
California
$8.31M 100,882 -22,343 -18%
TU
192
TDAM USA
Ontario, Canada
$8.3M 100,775 -262 -0.3%
LIA
193
LS Investment Advisors
Michigan
$8.28M 100,501 -4,102 -4%
SB
194
Suntrust Banks
Georgia
$8.17M 99,219 +6,647 +7%
Wellington Management Group
195
Wellington Management Group
Massachusetts
$8.16M 99,078 +334 +0.3%
OMC
196
Old Mission Capital
Illinois
$7.99M 96,974 +96,974 New
TCT
197
TIAA CREF Trust
Missouri
$7.98M 96,878 -4,111 -4%
CCM
198
Cohen Capital Management
California
$7.9M 95,940 – –
SSB
199
Sandy Spring Bank
Maryland
$7.72M 93,717 +2,533 +3%
GC
200
Grimes & Company
Massachusetts
$7.56M 91,749 -3,935 -4%
6 7
8
9 10