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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 %
SJIC
576
St. James Investment Company
Texas
$571K +$44.2K +681 +8%
FAM
577
Formidable Asset Management
Ohio
$566K -$120K -1,751 -17%
AIM
578
Anchor Investment Management
South Carolina
$562K +$562K +8,661 New
SDIC
579
South Dakota Investment Council
South Dakota
$551K +$551K +8,482 New
PFM
580
PacWest Financial Management
Arizona
$550K -$7.85K -121 -1%
WCBA
581
Weaver C. Barksdale & Associates
Tennessee
$533K -$6.68K -103 -1%
SIC
582
Shoker Investment Counsel
Ohio
$526K +$30.9K +477 +6%
KLI
583
Kelman-Lazarov Inc
Tennessee
$515K +$515K +8,052 New
HCM
584
Howland Capital Management
Massachusetts
$510K -$39.9K -614 -7%
VFS
585
VSR Financial Services
Kansas
$508K +$294K +4,536 +138%
SIC
586
Salem Investment Counselors
North Carolina
$503K – – –
GWM
587
Geneos Wealth Management
Colorado
$502K +$502K +7,849 New
LIM
588
Leavell Investment Management
Alabama
$501K -$652K -10,044 -57%
GI
589
GAMCO Investors
Connecticut
$497K -$38K -586 -7%
SC
590
Schulhoff & Co
Ohio
$492K +$8.31K +128 +2%
OC
591
Oakworth Capital
Alabama
$491K – – –
BWAM
592
Boyd Watterson Asset Management
Ohio
$491K +$155K +2,383 +46%
GA
593
GFS Advisors
Texas
$490K +$232K +3,571 +90%
BAS
594
Brown Advisory Securities
Maryland
$480K -$12.4K -191 -3%
FCCM
595
First City Capital Management
Georgia
$475K -$7.21K -111 -1%
HPCM
596
High Pointe Capital Management
Illinois
$475K -$574K -8,850 -55%
N
597
Natixis
France
$471K +$290K +4,463 +160%
SPC
598
Sigma Planning Corp
Michigan
$470K -$85.9K -1,323 -15%
FC
599
Forte Capital
New York
$468K – – –
HT
600
HighTower Trust
Texas
$468K +$3.25K +50 +0.7%
22 23
24
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