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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.

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
1
Franklin Resources
California
$869M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$700M
3
Capital World Investors
3
Capital World Investors
California
$133M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257M
5
CI
5
Cambiar Investors
Colorado
$137M

Top Sellers

1
WI
1
WHV Investments
California
$3.06M
2
IC
2
Institutional Capital
Illinois
$276M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$37.9M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
State Street
5
State Street
Massachusetts
$274M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
51
Aperio Group
California
$55.3M 851,690 -110,270 -11%
USAA
52
United Services Automobile Association
Texas
$53.7M 827,710 -286,931 -26%
BG
53
Bahl & Gaynor
Ohio
$53.4M 823,099 -68,776 -8%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$52.9M 814,351 -343,069 -30%
OCM
55
Osterweis Capital Management
California
$46.8M 720,550 +275,639 +62%
SEI Investments
56
SEI Investments
Pennsylvania
$45.5M 701,014 +50,914 +8%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$43.5M 669,382 -30,033 -4%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$42.2M 649,720 +92,765 +17%
BIM
59
BlackRock Investment Management
Delaware
$42M 647,239 +176,110 +37%
RJA
60
Raymond James & Associates
Florida
$41.1M 633,155 +11,855 +2%
BTS
61
BB&T Securities
Virginia
$40.8M 628,385 +18,461 +3%
Brown Advisory
62
Brown Advisory
Maryland
$38.6M 594,940 -102,146 -15%
1832 Asset Management
63
1832 Asset Management
Ontario, Canada
$37.9M 381,160 -454,982 -54%
BFS
64
Bradley Foster & Sargent
Connecticut
$37.8M 581,668 +15,458 +3%
Fiera Capital (Canada)
65
Fiera Capital (Canada)
Quebec, Canada
$37.4M 575,740 -99,871 -15%
TIM
66
Thornburg Investment Management
New Mexico
$37.3M 574,330 +209,796 +58%
DLA
67
Douglas Lane & Associates
New York
$36.5M 561,913 +561,913 New
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$35.6M 549,117 -42,263 -7%
First Manhattan
69
First Manhattan
New York
$34.8M 536,661 -46,449 -8%
ACM
70
Atlanta Capital Management
Georgia
$34.4M 530,369 -17,697 -3%
BC
71
Bartlett & Co
Ohio
$32M 492,652 +10,302 +2%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$31.3M 482,352 -51,108 -10%
TH
73
TCTC Holdings
Texas
$30.8M 474,850 +8,426 +2%
NPA
74
Nichols & Pratt Advisers
Massachusetts
$30.8M 475,149 +61 +0%
CTB
75
Country Trust Bank
Illinois
$30.4M 468,343 -5,406 -1%
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