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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 %
GC
201
Grace Capital
Massachusetts
$8.23M 83,417 -12,933 -13%
AAMU
202
Amundi Asset Management US
Massachusetts
$8.18M 82,942 – –
PA
203
Pinnacle Associates
New York
$8.17M 82,879 +2,489 +3%
AIP
204
ARS Investment Partners
New York
$8.15M 82,647 -7,259 -8%
BCB
205
Brian C. Broderick
$8.09M 82,030 +660 +0.8%
LI
206
LMCG Investments
Massachusetts
$8.08M 81,967 -138 -0.2%
SSB
207
Sandy Spring Bank
Maryland
$8.07M 81,834 +823 +1%
SCM
208
Salem Capital Management
Massachusetts
$7.91M 80,245 -1,420 -2%
First Trust Advisors
209
First Trust Advisors
Illinois
$7.85M 79,596 +71 +0.1%
CIM
210
Confluence Investment Management
Missouri
$7.76M 78,660 +4,814 +7%
CIM
211
Corda Investment Management
Texas
$7.75M 78,620 -1,518 -2%
GJIC
212
Gamble Jones Investment Counsel
California
$7.71M 78,166 -1,645 -2%
Allianz Asset Management
213
Allianz Asset Management
Germany
$7.63M 77,394 -25,905 -25%
WIC
214
Wilkins Investment Counsel
Massachusetts
$7.61M 77,150 -350 -0.5%
BCM
215
Buckhead Capital Management
Georgia
$7.6M 77,084 -4,510 -6%
CCT
216
Country Club Trust
Missouri
$7.52M 76,229 -2,175 -3%
NCM
217
Northroad Capital Management
New York
$7.46M 75,630 -20,484 -21%
VW
218
Vantage Wealth
California
$7.42M 75,229 +400 +0.5%
PAM
219
Private Asset Management
California
$7.37M 74,762 -3,783 -5%
Citadel Advisors
220
Citadel Advisors
Florida
$7.33M 74,325 +71,325 +2,378%
SB
221
Suntrust Banks
Georgia
$7.32M 74,259 +4,147 +6%
Arrowstreet Capital
222
Arrowstreet Capital
Massachusetts
$7.31M 74,100 -1,399,625 -95%
MA
223
MUFG Americas
New York
$7.26M 73,578 -806 -1%
B
224
Baird
Wisconsin
$7.24M 73,386 -5,345 -7%
SWK
225
Stephen W. Kidder
$7.16M 72,607 +785 +1%
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9
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