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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 %
SCM
351
Stonebridge Capital Management
California
$1.95M +$875K +13,486 +82%
CNFG
352
Creegan & Nassoura Financial Group
New Hampshire
$1.95M -$27.1K -418 -1%
HCM
353
Harvey Capital Management
Florida
$1.93M – – –
TCM
354
Texan Capital Management
Texas
$1.93M +$894K +13,760 +87%
KCMRT
355
Kemper Corp Master Retirement Trust
Illinois
$1.92M – – –
CRC
356
Curi RMB Capital
Illinois
$1.91M +$26.9K +415 +1%
FHA
357
First Horizon Advisors
Tennessee
$1.9M +$158K +2,431 +9%
TCM
358
Tradition Capital Management
New Jersey
$1.88M -$8.7K -134 -0.5%
CAM
359
Cypress Asset Management
Texas
$1.84M +$19.4K +299 +1%
NCMW
360
Northern Capital Management (Wisconsin)
Wisconsin
$1.83M -$37.6K -580 -2%
LNC
361
Lincoln National Corp
Pennsylvania
$1.83M +$173K +2,668 +10%
JIC
362
Johnson Investment Counsel
Ohio
$1.81M +$3.7K +57 +0.2%
PG
363
PEAK6 Group
Illinois
$1.8M -$1.28M -19,782 -42%
TCM
364
Telos Capital Management
California
$1.79M +$250K +3,860 +16%
SWP
365
Stratos Wealth Partners
Ohio
$1.79M +$792K +12,207 +79%
TCOT
366
Trust Company of Toledo
Ohio
$1.78M -$21.8K -335 -1%
CC
367
Cannell & Co
New York
$1.78M -$43.5K -670 -2%
PG
368
Patten Group
Tennessee
$1.78M +$58.6K +903 +3%
LA
369
LVW Advisors
New York
$1.75M +$55.9K +861 +3%
LNWWM
370
Laird Norton Wetherby Wealth Management
California
$1.75M +$93.9K +1,446 +6%
ECM
371
ETrade Capital Management
Virginia
$1.74M +$53.2K +820 +3%
FANJ
372
Financial Architects (New Jersey)
New Jersey
$1.7M -$54.3K -837 -3%
PAI
373
Pittenger & Anderson Inc
Nebraska
$1.7M -$251K -3,862 -13%
PCP
374
Proficio Capital Partners
Massachusetts
$1.69M +$649K +9,992 +62%
ONB
375
Old National Bancorp
Indiana
$1.69M -$69.6K -1,072 -4%
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