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Novartis
NVS

Overview Fund Activity

943 hedge funds and large institutions have $22.9B invested in Novartis in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 347 increasing their positions, 339 reducing their positions, and 41 closing their positions.

Holders
943
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
25.43%
Holding in Top 10
61
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.59%
% of All Funds
1.65%
New
52
Increased
347
Reduced
339
Closed
41
Calls
$78.6M
Puts
$33.6M
Net Calls
+$44.9M
Net Calls Change
+$32.4M

Top Buyers

1
IC
1
Institutional Capital
Illinois
$153M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$533M
3
MNA
3
Manning & Napier Advisors
New York
$126M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$421M
5
Northern Trust
5
Northern Trust
Illinois
$411M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$4.72B
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$114M
3
TCIM
3
TIAA CREF Investment Management
New York
$23.3M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$46.5M
5
Invesco
5
Invesco
Georgia
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMIA
201
J.P. Marvel Investment Advisors
Massachusetts
$8.88M -$141K -1,596 -2%
Wellington Management Group
202
Wellington Management Group
Massachusetts
$8.7M -$208K -2,366 -2%
QT
203
Quantbot Technologies
New York
$8.6M +$7.22M +81,976 +523%
CCM
204
Cohen Capital Management
California
$8.45M – – –
GC
205
Grimes & Company
Massachusetts
$8.43M +$70.8K +803 +0.8%
SOMRS
206
State of Michigan Retirement System
Michigan
$8.24M – – –
PA
207
Pinnacle Associates
New York
$8.2M +$47.7K +541 +0.6%
AAMU
208
Amundi Asset Management US
Massachusetts
$8.18M +$19.9K +226 +0.2%
SB
209
Suntrust Banks
Georgia
$8.16M +$855K +9,699 +12%
LI
210
LMCG Investments
Massachusetts
$8.06M – – –
SSB
211
Sandy Spring Bank
Maryland
$8.04M -$12.6K -143 -0.2%
BCB
212
Brian C. Broderick
$7.95M -$119K -1,351 -1%
CIM
213
Confluence Investment Management
Missouri
$7.93M +$194K +2,199 +3%
AIP
214
ARS Investment Partners
New York
$7.87M -$260K -2,950 -3%
SCM
215
Salem Capital Management
Massachusetts
$7.84M -$47.1K -535 -0.6%
CIM
216
Corda Investment Management
Texas
$7.66M -$74K -840 -1%
NCM
217
Northroad Capital Management
New York
$7.62M +$180K +2,039 +2%
ZAM
218
Zevin Asset Management
Massachusetts
$7.58M +$7.12M +80,754 +1,519%
HNB
219
Huntington National Bank
Ohio
$7.54M +$533K +6,044 +8%
GJIC
220
Gamble Jones Investment Counsel
California
$7.52M -$167K -1,897 -2%
WIC
221
Wilkins Investment Counsel
Massachusetts
$7.47M -$120K -1,367 -2%
VW
222
Vantage Wealth
California
$7.41M +$14.6K +166 +0.2%
OC
223
Oppenheimer & Co
New York
$7.3M +$382K +4,335 +6%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$7.29M +$441K +5,006 +6%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$7.23M +$7.23M +82,047 New
7 8
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