Novartis
NVS
945 hedge funds and large institutions have $23.2B invested in Novartis in 2015 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 348 increasing their positions, 339 reducing their positions, and 41 closing their positions.
134% more call options, than puts
Call options by funds: $78.6M | Put options by funds: $33.6M
29% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 41
22% more capital inflows, than outflows
Capital inflows: $985M | Capital outflows: $807M
3% more repeat investments, than reductions
Existing positions increased: 348 | Existing positions reduced: 339
1% more funds holding
Funds holding: 940 → 945 (+5)
0.07% more ownership
Funds ownership: 11.7% → 11.77% (+0.07%)
12% less funds holding in top 10
Funds holding in top 10: 69 → 61 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Institutional Capital
Chicago,
Illinois
|
+$159M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$99.7M |
| 3 |
Manning & Napier Advisors
Fairport,
New York
|
+$94.7M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$67.9M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$211M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$54.6M |
| 3 |
TIAA CREF Investment Management
New York
|
-$46.1M |
| 4 |
Neuberger Berman Group
New York
|
-$40.4M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$36.9M |
NVS Hedge Fund Activity: Q2 2015 in Review
945 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q2 2015, worth a combined $23.2B — up 0.38% from $23.1B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new NVS positions and 41 closed out — a net gain of 12 holders — while 348 added to existing stakes and 339 trimmed.
The largest buyer was Institutional Capital, opening a new position worth an estimated $159M. The largest seller was Dodge & Cox, cutting an estimated $211M.
- 945 institutional investors held Novartis (NVS) as of Q2 2015, up from 940 in Q1 2015.
- Funds reported $23.2B of Novartis stock for Q2 2015, up 0.38% quarter-over-quarter.
- 53 funds opened new Novartis positions in Q2 2015 and 41 closed out, a net change of +12 holders.
- The largest Novartis buyer in Q2 2015 was Institutional Capital, an estimated $159M added.
- The largest Novartis seller in Q2 2015 was Dodge & Cox, an estimated $211M sold.
Based on aggregated 13F filings for Q2 2015.