Novartis
NVS
927 hedge funds and large institutions have $20.2B invested in Novartis in 2015 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 336 increasing their positions, 330 reducing their positions, and 69 closing their positions.
20% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 69
2% more repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 330
0% more funds holding
Funds holding: 926 → 927 (+1)
0.04% less ownership
Funds ownership: 9.81% → 9.78% (-0.04%)
7% less capital invested
Capital invested by funds: $21.6B → $20.2B (-$1.44B)
29% less call options, than puts
Call options by funds: $35.2M | Put options by funds: $49.4M
29% less funds holding in top 10
Funds holding in top 10: 59 → 42 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$244M |
| 2 |
Renaissance Technologies
New York
|
+$125M |
| 3 |
IC
Institutional Capital
Chicago,
Illinois
|
+$68.7M |
| 4 |
State Street
Boston,
Massachusetts
|
+$66.9M |
| 5 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$64.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$75.1M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$54.6M |
| 3 |
SI
Scharf Investments
Los Gatos,
California
|
-$52.8M |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$48.1M |
| 5 |
Parnassus Investments
San Francisco,
California
|
-$45.3M |
NVS Hedge Fund Activity: Q4 2015 in Review
927 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q4 2015, worth a combined $20.2B — down 6.7% from $21.6B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new NVS positions and 69 closed out — a net gain of 14 holders — while 336 added to existing stakes and 330 trimmed.
The largest buyer was Franklin Resources, adding an estimated $244M. The largest seller was Arrowstreet Capital, cutting an estimated $75.1M.
- 927 institutional investors held Novartis (NVS) as of Q4 2015, up from 926 in Q3 2015.
- Funds reported $20.2B of Novartis stock for Q4 2015, down 6.7% quarter-over-quarter.
- 83 funds opened new Novartis positions in Q4 2015 and 69 closed out, a net change of +14 holders.
- The largest Novartis buyer in Q4 2015 was Franklin Resources, an estimated $244M added.
- The largest Novartis seller in Q4 2015 was Arrowstreet Capital, an estimated $75.1M sold.
Based on aggregated 13F filings for Q4 2015.