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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 %
TG
401
TCW Group
California
$1.51M -$99.6K -1,535 -6%
TSW
402
Thompson Siegel & Walmsley
Virginia
$1.49M -$72.4K -1,116 -5%
HFS
403
HL Financial Services
Kentucky
$1.48M -$41.2K -635 -3%
BFA
404
Benedict Financial Advisors
Georgia
$1.47M +$12.3K +189 +0.8%
T. Rowe Price Associates
405
T. Rowe Price Associates
Maryland
$1.46M -$119K -1,827 -8%
SCA
406
Stonebridge Capital Advisors
Minnesota
$1.46M +$143K +2,204 +11%
TCOO
407
Trust Company of Oklahoma
Oklahoma
$1.46M -$481K -7,409 -25%
Twin Tree Management
408
Twin Tree Management
Texas
$1.45M -$3.49M -53,750 -71%
SAS
409
Spectrum Advisory Services
Georgia
$1.44M -$7.21K -111 -0.5%
WOC
410
West Oak Capital
California
$1.44M -$33.3K -513 -2%
CA
411
Cambridge Advisors
Nebraska
$1.44M -$36.2K -558 -2%
CG
412
Caprock Group
Idaho
$1.43M +$1.43M +22,011 New
EIP
413
Epoch Investment Partners
New York
$1.42M -$447K -6,892 -24%
GLA
414
Great Lakes Advisors
Illinois
$1.42M +$29.5K +454 +2%
OSNBOA
415
Old Second National Bank of Aurora
Illinois
$1.42M +$47.6K +734 +3%
MFS
416
MSI Financial Services
Massachusetts
$1.41M -$154K -2,379 -10%
NPC
417
National Planning Corporation
California
$1.41M -$44.2K -675 -3%
PAG
418
Private Advisor Group
New Jersey
$1.39M -$571K -8,867 -29%
MCM
419
McKinley Capital Management
Alaska
$1.39M +$327K +5,045 +31%
PPSG
420
Princeton Portfolio Strategies Group
New Jersey
$1.39M -$17.4K -268 -1%
ADMI
421
Albert D. Mason Inc
Massachusetts
$1.38M – – –
DA
422
Dillon & Associates
Michigan
$1.35M -$65.6K -1,016 -5%
TWA
423
Tillar-Wenstrup Advisors
Ohio
$1.34M -$109K -1,683 -8%
LBC
424
Lowe Brockenbrough & Co
Virginia
$1.33M +$72.7K +1,119 +6%
CIC
425
Carnegie Investment Counsel
Ohio
$1.33M +$39.9K +614 +3%
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