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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 %
WA
426
WealthTrust Axiom
Pennsylvania
$1.32M – – –
ECM
427
EagleClaw Capital Management
Massachusetts
$1.32M -$15K -232 -1%
VNA
428
Valley National Advisers
Pennsylvania
$1.32M -$1.82K -28 -0.1%
CCA
429
Catalyst Capital Advisors
New York
$1.3M +$127K +1,953 +11%
SRC
430
Shufro Rose & Co
New York
$1.3M +$114K +1,752 +10%
DIA
431
Denver Investment Advisors
Colorado
$1.3M +$37.6K +579 +3%
Barclays
432
Barclays
United Kingdom
$1.29M +$1M +15,538 +346%
NPT
433
Nixon Peabody Trust
Massachusetts
$1.29M +$68.4K +1,054 +6%
CT
434
Coastline Trust
Rhode Island
$1.28M +$7.27K +112 +0.6%
FCH
435
Freestone Capital Holdings
Washington
$1.28M -$274K -4,227 -18%
AAM
436
AR Asset Management
California
$1.25M +$728K +11,216 +139%
BFG
437
Beacon Financial Group
Texas
$1.25M -$80.5K -1,238 -6%
CI
438
Clal Insurance
Israel
$1.24M – – –
DRD
439
Dennis R. Delaney
$1.24M +$2.21K +34 +0.2%
Acadian Asset Management
440
Acadian Asset Management
Massachusetts
$1.23M +$1.23M +19,013 New
Toronto Dominion Bank
441
Toronto Dominion Bank
Ontario, Canada
$1.23M -$169K -2,620 -12%
WCF
442
West Coast Financial
California
$1.23M -$48.5K -748 -4%
JWM
443
Jackson Wealth Management
Florida
$1.23M -$27.9K -429 -2%
OC
444
Oarsman Capital
Wisconsin
$1.23M +$1.04K +16 +0.1%
CCA
445
Checchi Capital Advisers
California
$1.22M +$72.5K +1,116 +6%
WIS
446
Wright Investors Service
Connecticut
$1.21M -$176K -2,706 -13%
APFBOT
447
Amica Pension Fund Board of Trustees
Rhode Island
$1.2M – – –
FAAS
448
First Allied Advisory Services
California
$1.19M -$148K -2,288 -11%
BMO
449
Beck Mack & Oliver
New York
$1.19M – – –
V
450
Veritable
Delaware
$1.17M +$207K +3,194 +21%
16 17
18
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