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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 %
FPB
776
First PREMIER Bank
South Dakota
$76K – – –
PWM
777
Perigon Wealth Management
California
$74K +$74K +1,146 New
MBT
778
Monroe Bank & Trust
Michigan
$67K -$27.2K -419 -29%
QAM
779
QCI Asset Management
New York
$66K – – –
FTUS
780
Flow Traders U.S.
New York
$64K +$64K +982 New
PR
781
Payden & Rygel
California
$63K -$8.89K -138 -12%
TF
782
Tompkins Financial
New York
$61K -$16.2K -252 -21%
DLHL
783
Donald L. Hagan LLC
Florida
$61K +$61K +946 New
HI
784
Hudock Inc
Pennsylvania
$60K – – –
Schroder Investment Management Group
785
Schroder Investment Management Group
United Kingdom
$60K – – –
BNP Paribas Financial Markets
786
BNP Paribas Financial Markets
France
$60K -$85.4K -1,315 -59%
Carson Wealth (CWM LLC)
787
Carson Wealth (CWM LLC)
Nebraska
$54K -$3.16K -49 -6%
MWP
788
MYCIO Wealth Partners
Pennsylvania
$52K -$2.9K -45 -5%
HL
789
Harding Loevner
New Jersey
$52K – – –
CBT
790
Central Bank & Trust
Kentucky
$51K -$14.7K -228 -22%
AF
791
Arrow Financial
New York
$51K – – –
AA
792
Apriem Advisors
California
$50K +$18.4K +285 +58%
WA
793
Winfield Associates
Ohio
$50K +$50K +770 New
VCM
794
Vigilant Capital Management
Maine
$48K -$5.16M -79,261 -99%
H
795
Hexavest
Quebec, Canada
$48K – – –
TCM
796
Tradewinds Capital Management
Washington
$46K – – –
PCM
797
Polaris Capital Management
Massachusetts
$46K – – –
BAM
798
Barrett Asset Management
New York
$45K – – –
BKA
799
Brick & Kyle Associates
Pennsylvania
$44K – – –
NC
800
NewSquare Capital
Pennsylvania
$44K +$34.8K +533 +378%
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