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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 %
BL
301
BCWM LLC
Kansas
$2.66M +$2.66M +40,981 New
FA
302
FDx Advisors
Illinois
$2.65M +$297K +4,567 +13%
CA
303
Commerzbank Aktiengesellschaft
Germany
$2.6M +$140K +2,156 +6%
CB
304
Community Bank
New York
$2.59M -$7.27K -112 -0.3%
GCA
305
Guardian Capital Advisors
Ontario, Canada
$2.59M +$280K +4,197 +12%
TCCM
306
Timber Creek Capital Management
Massachusetts
$2.58M +$221K +3,409 +9%
TGI
307
Tradewinds Global Investors
California
$2.58M +$883K +13,608 +52%
RIM
308
Reliant Investment Management
Tennessee
$2.57M +$58.3K +898 +2%
CAM
309
Congress Asset Management
Massachusetts
$2.55M -$63.3K -975 -2%
GWM
310
Gupta Wealth Management
California
$2.5M +$469K +7,229 +23%
NME
311
Notis-McConarty Edward
$2.49M +$27.2K +419 +1%
TD Asset Management
312
TD Asset Management
Ontario, Canada
$2.49M -$1.56M -24,034 -39%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$2.47M +$211K +3,246 +9%
ANI
314
American National Insurance
Texas
$2.43M – – –
RFC
315
Regions Financial Corp
Alabama
$2.39M +$786K +12,111 +49%
MC
316
Moors & Cabot
Massachusetts
$2.39M +$7.25K +112 +0.3%
BIC
317
Beach Investment Counsel
Pennsylvania
$2.38M +$21.7K +334 +0.9%
HC
318
HHG & Company
Connecticut
$2.38M +$88.4K +1,362 +4%
IIM
319
Ipswich Investment Management
Massachusetts
$2.37M -$1.94M -29,096 -45%
BF
320
BOK Financial
Oklahoma
$2.36M +$434K +6,682 +22%
Cambridge Investment Research Advisors
321
Cambridge Investment Research Advisors
Iowa
$2.36M +$63.2K +974 +3%
PHIMC
322
Private Harbour Investment Management & Counsel
Ohio
$2.36M -$81.5K -1,256 -3%
DDC
323
Daniel Devine & Co
Florida
$2.36M +$1.18M +18,191 +100%
PL
324
Parkwood LLC
Ohio
$2.34M +$1.95M +29,966 +498%
AIA
325
Avalon Investment & Advisory
Texas
$2.33M +$569K +8,761 +32%
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