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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 %
CAL
751
Capital Analysts LLC
Pennsylvania
$146K +$3.63K +56 +3%
HR
752
Howe & Rusling
New York
$138K +$9.15K +141 +7%
LIA
753
LS Investment Advisors
Michigan
$135K -$6.32M -97,403 -98%
ZB
754
Zions Bancorporation
Utah
$128K -$7.94K -117 -6%
IWC
755
Integrated Wealth Counsel
California
$127K – – –
TFO
756
Tarbox Family Office
California
$126K +$101K +1,562 +408%
QCG
757
Quadrant Capital Group
Ohio
$121K +$72.9K +1,184 +152%
CFG
758
CKW Financial Group
Hawaii
$116K – – –
JFGIW
759
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K – – –
WA
760
WFG Advisors
Texas
$108K -$4.93K -76 -4%
FA
761
Friess Associates
Delaware
$102K – – –
TWA
762
TCI Wealth Advisors
Arizona
$100K -$15.9K -245 -14%
FWM
763
Focused Wealth Management
New York
$99K – – –
DBT
764
Dubuque Bank & Trust
Iowa
$97K -$517K -7,941 -84%
MFW
765
Mosaic Family Wealth
Missouri
$95K +$31.4K +489 +49%
WEC
766
Winslow Evans & Crocker
Massachusetts
$93.7K -$7.27K -112 -7%
WC
767
Whitnell & Co
Illinois
$89K -$11K -170 -11%
IIC
768
Integrated Investment Consultants
Michigan
$88K +$88K +1,301 New
PO
769
Private Ocean
California
$87K – – –
KTC
770
Kistler-Tiffany Companies
Pennsylvania
$86K – – –
PAM
771
Panagora Asset Management
Massachusetts
$85K – – –
PFBT
772
Parkside Financial Bank & Trust
Missouri
$85K – – –
CIS
773
Capital International Sarl
California
$84K – – –
CHC
774
City Holding Co
West Virginia
$79K – – –
CG
775
Cutler Group
California
$76K -$504K -7,798 -87%
29 30
31
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