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Novartis
NVS

Overview Fund Activity

874 hedge funds and large institutions have $17.3B invested in Novartis in 2016 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 335 increasing their positions, 345 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
-52
Holders Change %
-5.62%
% of All Funds
23.33%
Holding in Top 10
21
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-50%
% of All Funds
0.56%
New
62
Increased
335
Reduced
345
Closed
103
Calls
$32.3M
Puts
$32.7M
Net Calls
-$464K
Net Calls Change
+$13.7M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$159M
2
BBHC
Brown Brothers Harriman & Co
New York
+$66.3M
3
Capital World Investors
Capital World Investors
California
+$65.2M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$63.7M
5
CI
Cambiar Investors
Colorado
+$56.9M

Top Sellers

1
WI
WHV Investments
California
-$77.5M
2
IC
Institutional Capital
Illinois
-$57.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$41.9M
5
State Street
State Street
Massachusetts
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
251
Bourgeon Capital Management
Connecticut
$3.77M -$92.3K -1,422 -2%
SW
252
SVB Wealth
Massachusetts
$3.75M -$406K -6,254 -10%
AAIM
253
American Assets Investment Management
California
$3.75M – – –
William Blair Investment Management
254
William Blair Investment Management
Illinois
$3.7M +$20.9K +322 +0.6%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$3.7M -$17.4K -268 -0.5%
LAM
256
Lebenthal Asset Management
New York
$3.58M +$3.58M +55,161 New
HKIM
257
Hayek Kallen Investment Management
Alabama
$3.57M +$9.09K +140 +0.3%
JGUA
258
John G. Ullman & Associates
New York
$3.52M -$167K -2,577 -5%
MA
259
MUFG Americas
New York
$3.5M -$517K -7,963 -13%
GHA
260
GW Henssler & Associates
Georgia
$3.5M +$330K +5,079 +10%
CIM
261
Corda Investment Management
Texas
$3.48M -$11.1K -171 -0.3%
Federated Hermes
262
Federated Hermes
Pennsylvania
$3.47M +$153K +2,363 +5%
LG
263
LaFleur & Godfrey
Michigan
$3.44M -$34.3K -528 -1%
KIA
264
KCM Investment Advisors
California
$3.41M +$218K +3,363 +7%
SBAM
265
Santa Barbara Asset Management
California
$3.39M -$381K -5,875 -10%
SBH
266
Segall Bryant & Hamill
Illinois
$3.39M +$95.2K +1,466 +3%
FBB
267
Fulton Breakefield Broenniman
Maryland
$3.34M +$222K +3,422 +7%
CAM
268
Cubic Asset Management
Massachusetts
$3.34M -$131K -2,020 -4%
HA
269
Hamel Associates
New Jersey
$3.33M +$770K +11,858 +30%
SFPIA
270
Stevens First Principles Investment Advisors
California
$3.33M -$131K -2,020 -4%
GG
271
Greenwood Gearhart
Arkansas
$3.28M +$80.4K +1,238 +3%
AT
272
Arden Trust
Delaware
$3.26M -$286K -4,409 -8%
CAM
273
Carret Asset Management
New York
$3.26M +$118K +1,820 +4%
GD
274
Grandfield & Dodd
New York
$3.21M +$1.15M +17,649 +56%
OC
275
Oppenheimer & Co
New York
$3.2M -$642K -9,892 -17%
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