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

Top Sellers

1
WI
WHV Investments
California
$3.06M
2
IC
Institutional Capital
Illinois
$276M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$37.9M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
State Street
State Street
Massachusetts
$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
851
Camarda Financial Advisors
Florida
$10K – – –
VCM
852
Versant Capital Management
Arizona
$10K +$10K +167 New
AIA
853
Alerus Investment Advisors
Minnesota
$9K -$509K -8,035 -98%
DOA
854
D'Orazio & Associates
Virginia
$8K – – –
DPA
855
Delphi Private Advisors
California
$8K – – –
SIM
856
Sonora Investment Management
Arizona
$7.65K -$3.01K -44 -28%
CWM
857
Catamount Wealth Management
Connecticut
$7K -$24.6K -379 -78%
TIM
858
Tortoise Investment Management
New York
$7K -$5.88K -84 -46%
WAS
859
Winch Advisory Services
Wisconsin
$7K – – –
DAM
860
Delta Asset Management
Tennessee
$6K – – –
HFM
861
Hartford Financial Management
Connecticut
$6K – – –
HDIM
862
Hanson & Doremus Investment Management
Vermont
$6K – – –
MCM
863
MV Capital Management
Maryland
$6K – – –
AP
864
Atwood & Palmer
Missouri
$3K -$155K -2,332 -98%
UFA
865
US Financial Advisors
Massachusetts
$3K – – –
MIM
866
Marco Investment Management
Georgia
$2.53K -$52 -806 -2%
Geode Capital Management
867
Geode Capital Management
Massachusetts
$2.17K +$352 +5,426 +19%
ADL
868
Asset Dedication LLC
California
$2K – – –
SA
869
SRH Advisors
Kansas
$2K – – –
DSN
870
D. Scott Neal
Kentucky
$2K – – –
AIS
871
Accurate Investment Solutions
Pennsylvania
$2K +$69 +1 +4%
VIA
872
Vident Investment Advisory
Georgia
$1.37K +$714 +10,996 +109%
AWMS
873
Advocacy Wealth Management Services
Georgia
$1K +$1K +10 New
MWM
874
MinichMacGregor Wealth Management
New York
$1K +$1K +22 New
EWM
875
Endurance Wealth Management
Rhode Island
$120 – – –
33 34
35
36 37