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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 %
KFC
501
Klingenstein Fields & Co
New York
$890K -$118K -1,818 -12%
VFA
502
Voya Financial Advisors
Connecticut
$889K -$57.9K -891 -6%
SMH
503
Sanders Morris Harris
Texas
$887K +$887K +13,660 New
AWM
504
Arbor Wealth Management
Florida
$885K +$497K +7,395 +128%
JFA
505
JNBA Financial Advisors
Minnesota
$884K -$35.5K -547 -4%
WS
506
Wedbush Securities
California
$883K +$76.8K +1,183 +10%
ST
507
Spot Trading
Illinois
$862K +$733K +11,290 +569%
WC
508
Woodstock Corp
Massachusetts
$852K +$852K +13,120 New
SF
509
Synovus Financial
Georgia
$842K -$364K -5,618 -30%
CASB
510
Cape Ann Savings Bank
Massachusetts
$832K -$15.1K -232 -2%
PRA
511
Parametric Risk Advisors
Connecticut
$829K +$829K +12,777 New
OA
512
Oak Associates
Ohio
$826K -$297K -4,576 -26%
CCB
513
Cutter & Co Brokerage
Missouri
$817K +$817K +12,584 New
HPC
514
HM Payson & Co
Maine
$810K +$9.16K +141 +1%
CWA
515
Cypress Wealth Advisors
California
$789K -$61.6K -948 -7%
FWCM
516
Ferguson Wellman Capital Management
Oregon
$788K +$102K +1,572 +15%
MCM
517
Murphy Capital Management
New Jersey
$784K -$94.4K -1,455 -11%
CAN
518
Cetera Advisor Networks
California
$782K +$95.7K +1,476 +14%
CB
519
Chemical Bank
Michigan
$778K -$101K -1,563 -12%
PAM
520
Palisade Asset Management
Minnesota
$776K – – –
FPFS
521
First Personal Financial Services
North Carolina
$766K -$363K -5,594 -32%
ACM
522
Apex Capital Management
Ohio
$765K +$261K +4,017 +52%
SCM
523
Shelton Capital Management
Colorado
$758K -$37.6K -580 -5%
TC
524
Telemus Capital
Michigan
$754K +$754K +11,609 New
FIM
525
Freedom Investment Management
Connecticut
$752K -$153K -2,352 -17%
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