Polar Asset Management Partners’s Novartis NVS Stock Holding History

Polar Asset Management Partners’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-184,140	Closed	-$12M	–	289
2016 Q4	$12M	Buy	184,140 +38,502	+26%	+$2.5M	0.33%	71
2016 Q3	$10.3M	Buy	+145,638	New	+$10.6M	0.32%	84

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Polar Asset Management Partners's NVS Position: Q1 2017 in Review

Polar Asset Management Partners sold out of Novartis (NVS) in Q1 2017, closing a stake of 184,140 shares — an estimated $12M sold.

Polar Asset Management Partners first reported a position in NVS in Q3 2016 and held it in 2 quarters. The position peaked at $12M in Q4 2016. 909 funds tracked by Wall St. Rank hold NVS as of Q1 2017.

Polar Asset Management Partners reported no remaining Novartis position as of Q1 2017 after selling out during the quarter.
Polar Asset Management Partners sold 184,140 Novartis shares in Q1 2017, an estimated $12M.
Polar Asset Management Partners first reported a position in Novartis in Q3 2016 and held it in 2 quarters.
Polar Asset Management Partners's Novartis position peaked at $12M in Q4 2016.
909 funds tracked by Wall St. Rank held Novartis as of Q1 2017.

Based on Polar Asset Management Partners's 13F filing for Q1 2017, filed 15 May 2017.