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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 %
CCMINC
326
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.3M +$404K +6,229 +21%
BONST
327
Bank of Nova Scotia Trust
Ontario, Canada
$2.29M +$2.29M +35,285 New
VAM
328
Visium Asset Management
New York
$2.27M +$2.27M +34,923 New
GA
329
Geneva Advisors
Illinois
$2.27M -$19K -292 -0.8%
PAIM
330
Punch & Associates Investment Management
Minnesota
$2.25M -$81.4K -1,254 -3%
CCM
331
Covington Capital Management
California
$2.25M -$966K -14,878 -30%
HTC
332
Haverford Trust Company
Pennsylvania
$2.24M -$6.17K -95 -0.3%
BHWM
333
Bar Harbor Wealth Management
New Hampshire
$2.17M -$27.7K -426 -1%
ANTB
334
AMG National Trust Bank
Colorado
$2.17M – – –
CCM
335
Catawba Capital Management
Virginia
$2.17M +$5.06K +78 +0.2%
FC
336
Fayerweather Charles
$2.17M +$300K +4,615 +16%
RhumbLine Advisers
337
RhumbLine Advisers
Massachusetts
$2.16M +$58K +893 +3%
AUB
338
Atlantic Union Bankshares
Virginia
$2.15M +$256K +3,952 +14%
Creative Planning
339
Creative Planning
Kansas
$2.14M +$110K +1,688 +5%
AllianceBernstein
340
AllianceBernstein
Tennessee
$2.13M +$430K +6,619 +25%
HK
341
Horizon Kinetics
New York
$2.12M +$36.2K +558 +2%
QCM
342
Quadrant Capital Management
New Jersey
$2.07M -$1.75K -27 -0.1%
AMM
343
American Money Management
California
$2.03M +$46.7K +720 +2%
FC
344
FCA Corp
Texas
$2.01M -$56.3K -867 -3%
AMI
345
Amica Mutual Insurance
Rhode Island
$2.01M – – –
KBG
346
Kahn Brothers Group
New York
$2M – – –
WIC
347
Woodmont Investment Counsel
Tennessee
$2M +$452K +6,970 +29%
RJT
348
Raymond James Trust
Florida
$1.99M -$73.3K -1,129 -4%
CPA
349
Court Place Advisors
Maryland
$1.98M -$14.5K -223 -0.7%
BA
350
Bristlecone Advisors
Washington
$1.95M +$202K +3,108 +12%
12 13
14
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