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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 %
ACI
901
Alpha Cubed Investments
California
– -$1.02M -13,236 Closed
OLA
902
Oliver Luxxe Assets
New Jersey
– -$823K -11,887 Closed
MIP
903
Marietta Investment Partners
Wisconsin
– -$850K -11,028 Closed
ACH
904
ArrowMark Colorado Holdings
Colorado
– -$573K -7,433 Closed
SA
905
Strategic Advisors
New York
– -$568K -7,366 Closed
IAA
906
Ironsides Asset Advisors
North Carolina
– -$548K -7,113 Closed
HCM
907
Hollencrest Capital Management
California
– -$526K -6,819 Closed
CG
908
Colony Group
Massachusetts
– -$514K -6,673 Closed
IAS
909
IMA Advisory Services
Colorado
– -$505K -6,601 Closed
BOTW
910
Bank of the West
California
– -$472K -6,118 Closed
KCM
911
Kornitzer Capital Management
Kansas
– -$465K -6,026 Closed
JSAM
912
J. Safra Asset Management
New York
– -$432K -5,598 Closed
AAM
913
Autus Asset Management
Arizona
– -$423K -5,487 Closed
DY
914
Dowling & Yahnke
California
– -$411K -5,334 Closed
DAM
915
Doheny Asset Management
California
– -$398K -5,162 Closed
CC
916
ClearArc Capital
Ohio
– -$359K -4,656 Closed
CSS
917
Cubist Systematic Strategies
Connecticut
– -$341K -4,425 Closed
BAM
918
Berkshire Asset Management
Pennsylvania
– -$317K -4,117 Closed
SAM
919
Security Asset Management
New York
– -$312K -4,053 Closed
SCM
920
Schnieders Capital Management
California
– -$306K -3,963 Closed
QSS
921
Quantitative Systematic Strategies
Florida
– -$302K -3,858 Closed
VF
922
Virtu Financial
New York
– -$285K -3,700 Closed
RBC
923
Ronald Blue & Co
Georgia
– -$273K -3,542 Closed
WPW
924
Waldron Private Wealth
Pennsylvania
– -$257K -3,310 Closed
RIA
925
Regal Investment Advisors
Michigan
– -$254K -3,296 Closed
35 36
37
38 39