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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 %
NFG
701
Nations Financial Group
Iowa
$245K +$13.5K +207 +6%
BCA
702
Bray Capital Advisors
Florida
$244K – – –
AW
703
ACG Wealth
Georgia
$243K -$2.27K -35 -0.9%
FMW
704
Farr Miller & Washington
District of Columbia
$243K +$243K +3,746 New
MSS
705
Mitchell Sinkler & Starr
Pennsylvania
$242K -$18.1K -279 -7%
VST
706
Van Strum & Towne
California
$242K – – –
TAM
707
Todd Asset Management
Kentucky
$241K -$6.22M -95,833 -96%
EAM
708
Eagle Asset Management
Florida
$240K -$199K -3,078 -45%
LCP
709
Lombardia Capital Partners
California
$240K – – –
RG
710
Rathbones Group
United Kingdom
$240K – – –
SBIA
711
Sheaff Brock Investment Advisors
Indiana
$235K -$21.7K -334 -8%
S
712
SignatureFD
Georgia
$235K +$59.1K +910 +34%
BIT
713
BlackRock Institutional Trust
California
$232K +$232K +3,571 New
GCP
714
GSA Capital Partners
United Kingdom
$231K +$231K +3,552 New
FFWA
715
FRG Family Wealth Advisors
Washington
$225K – – –
KCM
716
Kanawha Capital Management
Virginia
$225K +$7.28K +112 +3%
HJA
717
Hugh Johnson Advisors
New York
$224K +$10.8K +167 +5%
MMPW
718
Mitchell McLeod Pugh & Williams
Alabama
$223K -$7.98K -123 -3%
JG
719
Jefferies Group
New York
$221K +$221K +3,404 New
HIC
720
Holderness Investments Company
North Carolina
$220K +$4.93K +76 +2%
HSBC Holdings
721
HSBC Holdings
United Kingdom
$219K -$83.1K -1,280 -28%
FB
722
Fulton Bank
Pennsylvania
$216K -$13.2K -204 -6%
AL
723
Agran Libbie
California
$212K +$212K +3,260 New
BJL
724
Brighton Jones LLC
Washington
$211K +$211K +3,243 New
PWAG
725
Polaris Wealth Advisory Group
California
$209K -$326K -5,034 -61%
27 28
29
30 31