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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 %
TI
801
Turner Investments
Pennsylvania
$43K -$5.76M -89,815 -99%
JWA
802
JFS Wealth Advisors
Pennsylvania
$43K -$2.26M -35,159 -98%
HCM
803
Highlander Capital Management
New Jersey
$43K – – –
KAS
804
Kemnay Advisory Services
New York
$43K – – –
AIM
805
Advantage Investment Management
Iowa
$43K +$7.25K +112 +20%
BCM
806
Blume Capital Management
California
$41K – – –
GBT
807
Grove Bank & Trust
Florida
$41K – – –
FNBSF
808
First National Bank Sioux Falls
South Dakota
$41K +$9.78K +150 +31%
KF
809
Krilogy Financial
Missouri
$41K +$13.7K +212 +50%
FMP
810
Financial Management Professionals
Texas
$40K – – –
KKAMG
811
Kernodle & Katon Asset Management Group
Arkansas
$40K – – –
WA
812
WealthTrust-Arizona
Arizona
$36K – – –
HIIFS
813
Harel Insurance Investments & Financial Services
Israel
$36K +$14K +214 +64%
Nisa Investment Advisors
814
Nisa Investment Advisors
Missouri
$35K +$35K +547 New
CFS
815
Commonwealth Financial Services
West Virginia
$34K – – –
JIC
816
Joel Isaacson & Co
New York
$34K – – –
TFA
817
Transamerica Financial Advisors
Florida
$33K – – –
KPCM
818
Kings Point Capital Management
New York
$31K – – –
CAW
819
Cornerstone Advisors (Washington)
Washington
$30K -$3.8K -59 -11%
MFBTD
820
MB Financial Bank - Trust Department
Illinois
$30K -$1.64K -25 -5%
ANBT
821
American National Bank & Trust
Texas
$30K – – –
KIG
822
Kessler Investment Group
Indiana
$30K +$30K +455 New
SWA
823
Sutton Wealth Advisors
Florida
$29.2K +$29.2K +450 New
ACM
824
Armbruster Capital Management
New York
$29K -$8.71K -134 -23%
IP
825
Isthmus Partners
Wisconsin
$29K – – –
31 32
33
34 35