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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 %
CIA
676
Capital Investment Advisors
Georgia
$292K -$3.96K -61 -1%
SNT
677
Security National Trust
West Virginia
$290K -$3.38K -52 -1%
CBU
678
CIBC Bank USA
Illinois
$290K – – –
FRM
679
Fox Run Management
Connecticut
$290K +$290K +4,464 New
NDSI
680
Newman Dignan & Sheerar Inc
Rhode Island
$289K +$6.37K +98 +2%
LA
681
Lau Associates
Delaware
$288K – – –
Janus Henderson Group
682
Janus Henderson Group
United Kingdom
$285K -$4.57M -70,308 -94%
BBA
683
BLB&B Advisors
Pennsylvania
$285K -$14.2K -219 -5%
WTB
684
Washington Trust Bank
Washington
$285K -$10.5K -162 -4%
WSCM
685
Wellington Shields Capital Management
New York
$282K -$251K -3,871 -47%
MPI
686
Mairs & Power Inc
Minnesota
$274K -$21.8K -335 -7%
CS
687
Credential Securities
$271K -$341K -5,251 -56%
MG
688
Markel Group
Virginia
$268K +$268K +4,129 New
PCM
689
Palisade Capital Management
New Jersey
$267K -$3.97K -61 -1%
CNBT
690
Canandaigua National Bank & Trust
New York
$265K -$69K -1,065 -21%
RMDI
691
R.M. Davis Inc
Maine
$265K -$38.6K -596 -13%
DDPIC
692
Deroy & Devereaux Private Investment Counsel
Michigan
$261K – – –
BCM
693
BTC Capital Management
Iowa
$261K +$16K +247 +7%
CA
694
Cullinan Associates
Kentucky
$261K +$79.8K +1,228 +44%
NIT
695
NumerixS Investment Technologies
British Columbia, Canada
$261K +$261K +4,018 New
EMB
696
Elefante Mark B
$259K +$55.9K +864 +27%
WB
697
WesBanco Bank
West Virginia
$252K -$34.5K -530 -12%
PL
698
Plancorp LLC
Missouri
$252K +$252K +3,868 New
IWM
699
Integrated Wealth Management
California
$251K +$18.5K +285 +8%
OIA
700
Optimum Investment Advisors
Illinois
$247K -$22.5K -346 -8%
26 27
28
29 30