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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 %
BFC
651
Blue Fin Capital
Rhode Island
$338K -$41K -631 -11%
CF
652
CenterStar Fund
Illinois
$337K -$175K – –
SYBT
653
Stock Yards Bank & Trust
Kentucky
$337K +$6.61K +102 +2%
BC
654
Banced Corp
Illinois
$334K +$5.32K +82 +2%
PFM
655
Parsec Financial Management
North Carolina
$333K -$56.1K -865 -14%
IWA
656
Intercontinental Wealth Advisors
Texas
$332K -$37.4K -576 -10%
SHA
657
Smith Hayes Advisers
Nebraska
$331K +$101K +1,556 +44%
CFA
658
Carroll Financial Associates
North Carolina
$329K +$16.9K +260 +5%
SS
659
Sunbelt Securities
Texas
$328K – – –
Sanders Capital
660
Sanders Capital
Florida
$326K – – –
DJSG
661
D.J. St. Germain
Massachusetts
$326K +$72.5K +1,117 +29%
ASN
662
Advisory Services Network
Georgia
$325K +$64.3K +991 +25%
BP
663
Ballentine Partners
Massachusetts
$324K -$9.79K -151 -3%
CHAM
664
Clear Harbor Asset Management
Connecticut
$320K – – –
JHIU
665
Janus Henderson Investors US
Colorado
$319K -$1.49K -23 -0.5%
SCM
666
SOL Capital Management
Maryland
$318K – – –
WSTAM
667
Wilbanks Smith & Thomas Asset Management
Virginia
$317K +$106K +1,627 +50%
CS
668
Comerica Securities
Michigan
$314K -$63.6K -980 -17%
RCAG
669
Rehmann Capital Advisory Group
Michigan
$314K -$23.2K -358 -7%
Susquehanna International Group
670
Susquehanna International Group
Pennsylvania
$302K -$5.31M -81,689 -95%
BTNA
671
Bremer Trust National Association
Minnesota
$301K +$51.6K +796 +21%
AHB
672
Abner Herrman & Brock
New Jersey
$298K +$298K +4,585 New
DC
673
Davenport & Co
Virginia
$298K -$18.4K -283 -6%
OAM
674
Occidental Asset Management
California
$297K – – –
Walleye Trading
675
Walleye Trading
New York
$292K -$1.68M -25,837 -85%
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