NVS icon

Novartis
NVS

Overview Fund Activity

926 hedge funds and large institutions have $20B invested in Novartis in 2015 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 335 increasing their positions, 330 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
24.32%
Holding in Top 10
42
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.81%
% of All Funds
1.1%
New
83
Increased
335
Reduced
330
Closed
69
Calls
$35.2M
Puts
$49.4M
Net Calls
-$14.2M
Net Calls Change
-$12.9M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$843M
2
Renaissance Technologies
Renaissance Technologies
New York
$266M
3
IC
Institutional Capital
Illinois
$397M
4
State Street
State Street
Massachusetts
$353M
5
MNA
Manning & Napier Advisors
New York
$302M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41.9M
2
Dodge & Cox
Dodge & Cox
California
$3.88B
3
SI
Scharf Investments
California
$86.6M
4
BBHC
Brown Brothers Harriman & Co
New York
$753M
5
Parnassus Investments
Parnassus Investments
California
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
201
Grimes & Company
Massachusetts
$7.08M +$6.94K +90 +0.1%
ACM
202
Advisors Capital Management
New Jersey
$7.02M +$1.34M +17,406 +24%
TI
203
Turner Investments
Pennsylvania
$6.98M +$5.03M +65,308 +259%
BCB
204
Brian C. Broderick
$6.96M -$9.25K -120 -0.1%
SWK
205
Stephen W. Kidder
$6.95M +$733K +9,503 +12%
TCT
206
TIAA CREF Trust
Missouri
$6.92M -$549K -7,121 -7%
CCT
207
Country Club Trust
Missouri
$6.92M -$79.2K -1,027 -1%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$6.75M -$126K -1,632 -2%
PA
209
Pinnacle Associates
New York
$6.71M -$272K -3,527 -4%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$6.66M +$5.26M +68,157 +375%
SCM
211
Salem Capital Management
Massachusetts
$6.56M – – –
WIC
212
Wilkins Investment Counsel
Massachusetts
$6.47M -$53.8K -698 -0.8%
FM
213
Forward Management
California
$6.46M -$474K -6,147 -7%
AssetMark Inc
214
AssetMark Inc
California
$6.42M +$1.68M +21,774 +35%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$6.28M -$632K -8,194 -9%
OWD
216
Osborn Williams & Donohoe
Ohio
$6.2M +$142K +1,847 +2%
TCOV
217
Trust Company of Vermont
Vermont
$6.19M +$141K +1,828 +2%
VCM
218
Vigilant Capital Management
Maine
$6.17M +$182K +2,366 +3%
Capital Fund Management (CFM)
219
Capital Fund Management (CFM)
France
$6.06M +$6.06M +78,655 New
CRB
220
Chad R. Baker
$5.99M +$5.99M +77,635 New
GJIC
221
Gamble Jones Investment Counsel
California
$5.95M -$188K -2,442 -3%
CCFCSB
222
Cape Cod Five Cents Savings Bank
Massachusetts
$5.95M +$306K +3,965 +5%
Twin Tree Management
223
Twin Tree Management
Texas
$5.86M +$1.83M +23,729 +45%
Janus Henderson Group
224
Janus Henderson Group
United Kingdom
$5.76M – – –
JFL
225
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.73M +$133K +1,722 +2%
7 8
9
10 11