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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 Holding Trade Value Shares
Change 		Shares
Change %
LI
201
LMCG Investments
Massachusetts
$7.53M – – –
CCT
202
Country Club Trust
Missouri
$7.47M +$724K +8,795 +11%
PA
203
Pinnacle Associates
New York
$7.46M -$202K -2,449 -3%
BCB
204
Brian C. Broderick
$7.45M +$17.5K +212 +0.2%
AIP
205
ARS Investment Partners
New York
$7.44M +$88.2K +1,071 +1%
PSUF
206
People's United Financial
Connecticut
$7.41M +$1.17M +14,265 +19%
FM
207
Forward Management
California
$7.41M -$2.29M -27,781 -24%
CIM
208
Confluence Investment Management
Missouri
$7.39M -$26.9K -326 -0.4%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$7.38M +$571K +6,936 +8%
Baird Financial Group
210
Baird Financial Group
Wisconsin
$7.35M +$588K +7,134 +9%
PIM
211
Perkins Investment Management
Illinois
$7.22M -$923K -16,514 -11%
VW
212
Vantage Wealth
California
$7.18M +$254K +3,080 +4%
ZAM
213
Zevin Asset Management
Massachusetts
$7.05M -$35.9K -436 -0.5%
TRSOTSOK
214
Teachers Retirement System of the State of Kentucky
Kentucky
$7.02M -$6.43M -78,120 -48%
SCM
215
Salem Capital Management
Massachusetts
$7.01M -$326K -3,964 -4%
WIC
216
Wilkins Investment Counsel
Massachusetts
$6.97M -$10.6K -129 -0.2%
HNB
217
Huntington National Bank
Ohio
$6.72M -$321K -3,894 -5%
OC
218
Oppenheimer & Co
New York
$6.68M -$147K -1,789 -2%
BCM
219
Buckhead Capital Management
Georgia
$6.66M -$64.3K -781 -1%
SWK
220
Stephen W. Kidder
$6.65M -$3.71K -45 -0.1%
GJIC
221
Gamble Jones Investment Counsel
California
$6.56M -$467K -5,667 -7%
PAM
222
Private Asset Management
California
$6.56M -$175K -2,121 -3%
EA
223
Euclid Advisors
Connecticut
$6.53M +$432K +5,240 +7%
TCOV
224
Trust Company of Vermont
Vermont
$6.47M +$38.8K +471 +0.6%
CTA
225
Chesley Taft & Associates
Illinois
$6.46M +$8.48K +103 +0.1%
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