NVS icon

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 %
Arrowstreet Capital
876
Arrowstreet Capital
Massachusetts
– -$41.9M -543,111 Closed
Jennison Associates
877
Jennison Associates
New York
– -$22.8M -295,929 Closed
Millennium Management
878
Millennium Management
New York
– -$17.1M -221,219 Closed
OCAM
879
Onex Canada Asset Management
Ontario, Canada
– -$15.5M -200,992 Closed
ADEF
880
Adams Diversified Equity Fund
Maryland
– -$15.2M -197,532 Closed
Balyasny Asset Management
881
Balyasny Asset Management
Illinois
– -$12M -155,534 Closed
MCM
882
Marsico Capital Management
Colorado
– -$9.86M -127,896 Closed
HI
883
HBK Investments
Texas
– -$7.73M -100,217 Closed
TRSOTSOK
884
Teachers Retirement System of the State of Kentucky
Kentucky
– -$5.33M -69,080 Closed
HAM
885
Highstreet Asset Management
Ontario, Canada
– -$4.68M -60,710 Closed
BHC
886
Bowen Hanes & Co
Florida
– -$4.42M -57,301 Closed
Bank of Nova Scotia
887
Bank of Nova Scotia
Ontario, Canada
– -$4.4M -57,020 Closed
FAB
888
First American Bank
Illinois
– -$3.82M -49,560 Closed
MIH
889
Madison Investment Holdings
Wisconsin
– -$3.76M -48,825 Closed
MSR
890
Main Street Research
Connecticut
– -$3.28M -42,477 Closed
AIP
891
ARS Investment Partners
New York
– -$2.88M -37,373 Closed
FHC
892
First Houston Capital
Texas
– -$2.54M -32,922 Closed
ACM
893
Ativo Capital Management
Illinois
– -$2.51M -32,567 Closed
JMFC
894
J.M. Forbes & Co
Massachusetts
– -$2.45M -31,806 Closed
HCA
895
Horan Capital Advisors
Ohio
– -$1.64M -21,314 Closed
DCMM
896
DG Capital Management (Massachusetts)
Massachusetts
– -$1.63M -21,198 Closed
DAM
897
Deimos Asset Management
New York
– -$1.61M -20,869 Closed
SFM
898
Sphera Funds Management
Israel
– -$1.55M -20,088 Closed
SGAM
899
Smith Group Asset Management
Texas
– -$1.07M -13,884 Closed
SS
900
Simplicity Solutions
Minnesota
– -$1.06M -13,694 Closed
34 35
36
37 38