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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 %
JAM
276
Jolley Asset Management
North Carolina
$3.12M +$474K +7,303 +18%
FLPIM
277
F.L. Putnam Investment Management
Massachusetts
$3.11M -$1.14M -17,567 -27%
Allianz Asset Management
278
Allianz Asset Management
Germany
$3.09M +$673K +10,360 +28%
NB
279
NBT Bank
New York
$3.08M +$42.8K +660 +1%
WI
280
WHV Investments
California
$3.06M -$77.5M -1,195,098 -96%
GC
281
Grace Capital
Massachusetts
$3.05M -$290K -4,469 -9%
DCM
282
Dynamic Capital Management
Jersey
$3.05M +$2.57M +39,623 +539%
ABP
283
Arthur B. Page
$3.05M -$28.2K -435 -0.9%
BEAM
284
Baker Ellis Asset Management
Washington
$3.02M +$1.36K +21 +0%
SC
285
Scotia Capital
Ontario, Canada
$2.98M +$1.08M +16,655 +57%
ISL
286
Ingalls & Snyder LLC
New York
$2.97M +$171K +2,639 +6%
WTC
287
WhitTier Trust Company
Nevada
$2.96M -$135K -2,084 -4%
TC
288
Trust Company
Kansas
$2.95M +$257K +3,962 +10%
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$2.94M – – –
BTW
290
Boston Trust Walden
Massachusetts
$2.93M +$3.64K +56 +0.1%
BFO
291
Boston Family Office
Massachusetts
$2.89M -$247K -3,805 -8%
CB
292
Commerce Bank
Missouri
$2.89M +$284K +4,382 +11%
FPTW
293
Franklin, Parlapiano, Turner & Welch
Texas
$2.88M +$166K +2,552 +6%
RWM
294
Rench Wealth Management
Texas
$2.81M +$102K +1,567 +4%
RC
295
RegentAtlantic Capital
New Jersey
$2.78M +$10.5K +161 +0.4%
ABC
296
Associated Banc-Corp
Wisconsin
$2.73M -$118K -1,819 -4%
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$2.72M -$813K -12,529 -23%
AIA
298
AIMZ Investment Advisors
California
$2.7M +$1.35M +17,636 +101%
NAM
299
NorthCoast Asset Management
Connecticut
$2.69M -$966K -14,881 -26%
TA
300
TMD & Associates
Arizona
$2.69M +$321K +4,944 +14%
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