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 %
FFC
601
First Financial Corp
Indiana
$467K +$28.6K +441 +7%
WI
602
WrapManager Inc
California
$452K +$58K +893 +15%
CCA
603
Cobblestone Capital Advisors
New York
$449K -$39.5K -608 -8%
LBC
604
Lawrence B. Cohen
$449K +$26.1K +402 +6%
MCA
605
Mercer Capital Advisers
New Jersey
$441K +$14.5K +223 +3%
FLAM
606
First Light Asset Management
Minnesota
$440K – – –
FNB
607
Farmers National Bank
Kentucky
$440K – – –
BC
608
Brinker Capital
Pennsylvania
$437K +$437K +6,623 New
CK
609
Cohen Klingenstein
New York
$435K – – –
SFSIG
610
San Francisco Sentry Investment Group
California
$434K – – –
BCMO
611
Buckingham Capital Management (Ohio)
Ohio
$431K -$65.1K -1,004 -13%
WJA
612
Williams Jones & Associates
New York
$430K -$82.3K -1,267 -16%
FAT
613
First American Trust
California
$429K -$2.21K -34 -0.5%
PFP
614
Pinnacle Financial Partners
Tennessee
$422K +$50.2K +772 +13%
BAM
615
Burnham Asset Management
New York
$421K -$29K -446 -6%
NFG
616
Next Financial Group
Texas
$418K +$22.4K +346 +6%
AMIM
617
Aull & Monroe Investment Management
Alabama
$417K +$1.43K +22 +0.3%
CPA
618
Capital Planning Advisors
California
$417K +$14.5K +223 +4%
HCM
619
Hutchinson Capital Management
California
$411K -$6.3K -97 -2%
JC
620
Jacobs & Co
California
$411K – – –
BRWA
621
B. Riley Wealth Advisors
Florida
$410K -$46.2K -711 -10%
ICOA
622
Investment Centers of America
North Dakota
$406K +$55.9K +864 +16%
SI
623
SII Investments
Wisconsin
$406K +$101K +1,565 +33%
CC
624
Courier Capital
New York
$401K -$2.99K -46 -0.7%
ICAS
625
Investors Capital Advisory Services
Massachusetts
$400K -$41.9K -646 -9%
23 24
25
26 27