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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 %
RDM
526
Retirement Design & Management
Connecticut
$746K -$17.1K -263 -2%
IB
527
Intrust Bank
Kansas
$744K +$141K +2,176 +23%
AI
528
Atria Investments
North Carolina
$740K -$27.3K -421 -4%
RWA
529
Ropes Wealth Advisors
Massachusetts
$724K +$65.2K +1,004 +10%
P
530
Pitcairn
Pennsylvania
$722K -$109K -1,677 -13%
NRS
531
Neville Rodie & Shaw
New York
$719K – – –
NAM
532
Nichols Asset Management
Massachusetts
$715K – – –
COI
533
Connable Office Inc
Michigan
$714K – – –
ITIM
534
Indiana Trust & Investment Management
Indiana
$713K +$713K +10,981 New
CFA
535
CT Financial Advisors
Pennsylvania
$711K -$47.8K -736 -6%
SFSG
536
Stearns Financial Services Group
North Carolina
$710K +$23.2K +357 +3%
WB
537
Webster Bank
Connecticut
$697K -$235K -3,615 -25%
RFA
538
Reilly Financial Advisors
California
$696K +$70.3K +1,083 +11%
AAM
539
Aberdeen Asset Management
United Kingdom
$695K +$50.7K +782 +8%
LH
540
Lebenthal Holdings
New York
$695K +$695K +10,704 New
LCM
541
Logan Capital Management
Pennsylvania
$691K -$18K -277 -3%
BAM
542
Bruderman Asset Management
New York
$683K +$657K +10,117 +2,504%
BFEC
543
Benjamin F. Edwards & Company
Missouri
$681K +$28.5K +439 +4%
EIM
544
Essex Investment Management
Massachusetts
$680K – – –
PAMG
545
Patton Albertson Miller Group
Tennessee
$676K -$37.3K -575 -5%
ACM
546
Argyle Capital Management
Pennsylvania
$672K – – –
YP
547
Yellowstone Partners
Idaho
$671K +$217K +3,346 +48%
JMH
548
J.M. Hartwell
New York
$670K -$355K -5,469 -35%
BFM
549
Boston Financial Management
Massachusetts
$661K -$86.9K -1,339 -12%
BOH
550
Bank of Hawaii
Hawaii
$660K -$105K -1,622 -14%
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