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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 %
AB
376
AT Bancorp
Iowa
$1.68M +$1.48M +22,738 +727%
RIL
377
Rothschild Investment LLC
Illinois
$1.67M -$18.1K -279 -1%
BSWMG
378
Barrington Strategic Wealth Management Group
Illinois
$1.65M -$63.4K -977 -4%
BCM
379
BTR Capital Management
California
$1.64M -$664K -10,233 -29%
FMC
380
First Merchants Corp
Indiana
$1.63M -$72.4K -1,115 -4%
AMG
381
Advisors Management Group
Wisconsin
$1.62M +$40.3K +621 +3%
SSWM
382
Smith Salley Wealth Management
North Carolina
$1.62M +$52.2K +804 +3%
III
383
Independent Investors Inc
New York
$1.62M -$14.5K -223 -0.9%
WKWM
384
Walter & Keenan Wealth Management
Indiana
$1.61M +$14.5K +223 +0.9%
PGFC
385
Peapack-Gladstone Financial Corp
New Jersey
$1.6M -$51.5K -793 -3%
MSFP
386
Mark Sheptoff Financial Planning
Connecticut
$1.58M +$109K +1,674 +7%
FC
387
FIC Capital
New York
$1.58M +$361K +5,561 +30%
TAM
388
Taurus Asset Management
New York
$1.58M -$14.5K -223 -0.9%
Mirae Asset Global Investments
389
Mirae Asset Global Investments
South Korea
$1.57M -$2.27M -34,972 -59%
FFA
390
First Foundation Advisors
California
$1.57M -$17.7M -272,878 -92%
SSIA
391
Spero-Smith Investment Advisers
Ohio
$1.57M +$2.86K +44 +0.2%
PJSIMP
392
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.55M +$356K +5,479 +30%
HBT
393
Hills Bank & Trust
Iowa
$1.54M -$208K -3,211 -12%
MCM
394
Matterhorn Capital Management
Texas
$1.53M -$1.07M -16,542 -41%
AL
395
Airain Ltd
Guernsey
$1.53M +$1.53M +23,549 New
Kayne Anderson Rudnick Investment Management
396
Kayne Anderson Rudnick Investment Management
California
$1.53M -$577K -8,894 -27%
GC
397
Gratry & Company
Ohio
$1.52M -$2.41M -37,108 -61%
PCTC
398
Perkins Coie Trust Company
Washington
$1.52M -$87K -1,341 -5%
APTFM
399
AGUR Provident & Training Funds Management
Israel
$1.51M +$1.51M +24,174 New
FWM
400
Frontier Wealth Management
Missouri
$1.51M -$34.3K -529 -2%
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16
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