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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 %
PM
626
Penbrook Management
New York
$398K – – –
Luther King Capital Management (LKCM)
627
Luther King Capital Management (LKCM)
Texas
$393K -$104K -1,599 -21%
FFBTD
628
First Financial Bank - Trust Division
Ohio
$392K +$29K +446 +8%
CA
629
Cetera Advisors
Colorado
$391K -$72.6K -1,120 -16%
IC
630
Inverness Counsel
New York
$391K – – –
BT
631
Beacon Trust
New Jersey
$391K – – –
ATC
632
Argent Trust Co
Tennessee
$387K +$387K +5,963 New
HVIA
633
Hudson Valley Investment Advisors
New York
$382K -$152K -2,344 -28%
1SB
634
1ST Source Bank
Indiana
$381K +$7.93K +122 +2%
ST
635
Sabal Trust
Florida
$377K -$239K -3,682 -39%
FNB
636
First Niagara Bank
New York
$369K -$973 -15 -0.3%
ST
637
Spinnaker Trust
Maine
$364K – – –
CIS
638
Connors Investor Services
Pennsylvania
$362K -$6.1K -94 -2%
STMM
639
South Texas Money Management
Texas
$360K -$72.9K -1,122 -17%
TYCC
640
Texas Yale Capital Corp
Florida
$357K – – –
HW
641
Hedeker Wealth
Illinois
$356K – – –
DAC
642
Dividend Assets Capital
South Carolina
$352K +$101K +1,563 +40%
HCM
643
Hilton Capital Management
New York
$350K -$440K -6,763 -56%
SSA
644
Schonfeld Strategic Advisors
New York
$350K +$350K +5,394 New
GVT
645
Genesee Valley Trust
New York
$346K +$56K +862 +19%
CBTWT
646
Community Bank & Trust (Waco, Texas)
Texas
$345K -$34.4K -530 -9%
HP
647
Hikari Power
Japan
$344K – – –
CCM
648
Canal Capital Management
Virginia
$344K +$344K +5,307 New
OCG
649
Opus Capital Group
Ohio
$340K +$2.86K +44 +0.8%
ST
650
Smithfield Trust
Pennsylvania
$340K +$333K +5,128 +4,579%
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