NVS icon

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 %
IIC
551
Ironwood Investment Counsel
Arizona
$657K – – –
SGAM
552
Steinberg Global Asset Management
Florida
$648K -$148K -2,281 -19%
IFB
553
iAB Financial Bank
Indiana
$648K -$7.27K -112 -1%
MAA
554
Mraz Amerine & Associates
California
$647K +$130 +2 +0%
WRM
555
Westport Resources Management
Connecticut
$640K -$43.5K -670 -6%
AAM
556
Azzad Asset Management
Virginia
$633K +$145K +2,237 +30%
CWM
557
Concert Wealth Management
California
$629K -$31.2K -483 -5%
LDB
558
Lee, Danner & Bass
Tennessee
$625K +$49.2K +714 +9%
HL
559
HeadInvest LLC
Maine
$619K +$21.7K +335 +4%
DMC
560
Drexel Morgan & Co
Pennsylvania
$614K -$62.8K -968 -9%
NFGCM
561
Norman Fields Gottscho Capital Management
New York
$611K +$611K +9,413 New
Simplex Trading
562
Simplex Trading
Illinois
$609K +$391K +6,018 +179%
NAM
563
NTV Asset Management
West Virginia
$604K -$174K -2,678 -22%
NBG
564
Nancy B. Gardiner
$596K +$64.2K +988 +12%
UR
565
USCA RIA
Texas
$595K +$146K +2,242 +32%
FBT
566
First Bankers Trust
Kentucky
$594K +$351K +5,412 +145%
FGP
567
Foyston, Gordon, & Payne
Ontario, Canada
$587K -$4.87K -75 -0.8%
GHAM
568
Gilman Hill Asset Management
Connecticut
$583K +$43.5K +670 +8%
MA
569
Montag & Associates
Georgia
$581K -$2.33M -35,857 -80%
DSC
570
Duncker Streett & Co
Missouri
$580K -$21.7K -334 -4%
CCM
571
Chickasaw Capital Management
Tennessee
$580K – – –
PVWM
572
Point View Wealth Management
New Jersey
$577K +$11.2K +173 +2%
DWT
573
Dorsey & Whitney Trust
South Dakota
$575K -$89.8K -1,383 -14%
VCM
574
Violich Capital Management
California
$575K +$32.6K +502 +6%
JWS
575
Juncture Wealth Strategies
Arizona
$572K -$79.7K -1,228 -12%
21 22
23
24 25