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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 %
WA1
451
Wimmer Associates 1
California
$1.17M -$38.8K -597 -3%
WA
452
Wheatland Advisors
Pennsylvania
$1.17M – – –
FIB
453
First Interstate Bank
Montana
$1.15M +$73.4K +1,131 +7%
SB
454
Simmons Bank
Arkansas
$1.14M +$1.14M +17,617 New
CBN
455
Cadence Bank NA
Texas
$1.14M +$74.2K +1,143 +7%
NEI
456
Northwest & Ethical Investments
Ontario, Canada
$1.14M – – –
JWBC
457
J.W. Burns & Co
New York
$1.13M +$69.1K +1,064 +6%
EGA
458
E&G Advisors
Texas
$1.12M -$83.4K -1,284 -7%
IPC
459
Independent Portfolio Consultants
Florida
$1.11M -$293K -4,514 -21%
MCM
460
Millie Capital Management
California
$1.11M – – –
AT
461
Argent Trust
Texas
$1.1M +$28.2K +434 +3%
RHBC
462
R.H. Bluestein & Co
Michigan
$1.1M – – –
CCM
463
Carderock Capital Management
Maryland
$1.09M -$2.46M -37,842 -69%
WMSA
464
Weiss Multi-Strategy Advisers
New York
$1.09M – – –
CIBC World Market
465
CIBC World Market
Ontario, Canada
$1.08M -$703K -10,824 -40%
MWM
466
Mission Wealth Management
California
$1.07M +$852K +13,131 +385%
NED
467
Nancy E. Dempze
$1.07M +$135K +2,086 +14%
AP
468
Appleton Partners
Massachusetts
$1.07M -$77.1K -1,188 -7%
BW
469
Bison Wealth
Georgia
$1.06M +$277K +4,261 +35%
NCM
470
Narwhal Capital Management
Georgia
$1.06M – – –
SOMRS
471
State of Michigan Retirement System
Michigan
$1.05M +$1.05M +16,182 New
NGA
472
Naples Global Advisors
Florida
$1.05M +$52.5K +809 +5%
AIG
473
American International Group
New York
$1.04M +$42.3K +651 +4%
SCM
474
Stevens Capital Management
Pennsylvania
$1.02M -$482K -7,418 -32%
PFS
475
Physicians Financial Services
North Carolina
$1.02M +$245K +3,775 +31%
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