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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 %
SAM
926
Symphony Asset Management
California
– -$249K -3,238 Closed
AAM
927
Aureus Asset Management
Massachusetts
– -$246K -3,194 Closed
BPB
928
Badgley, Phelps & Bell
Washington
– -$240K -3,119 Closed
Verition Fund Management
929
Verition Fund Management
Connecticut
– -$240K -3,110 Closed
PP
930
Paloma Partners
Connecticut
– -$240K -3,108 Closed
AFWA
931
Ancora Family Wealth Advisors
Ohio
– -$237K -3,079 Closed
AA
932
Ancora Advisors
Ohio
– -$236K -3,062 Closed
MBTD
933
Mechanics Bank - Trust Department
California
– -$232K -3,013 Closed
DDC
934
DF Dent & Co
Maryland
– -$231K -3,000 Closed
AF
935
Aldebaran Financial
– -$228K -2,957 Closed
I
936
IberiaBank
Louisiana
– -$228K -2,953 Closed
BA
937
Boston Advisors
Massachusetts
– -$225K -2,913 Closed
PCM
938
Pointe Capital Management
Michigan
– -$223K -2,890 Closed
SSWM
939
Sheets Smith Wealth Management
North Carolina
– -$223K -2,890 Closed
B
940
BancorpSouth
Mississippi
– -$221K -2,861 Closed
VNA
941
VNBTrust National Association
Virginia
– -$217K -2,809 Closed
GT
942
Greenleaf Trust
Michigan
– -$216K -2,803 Closed
NFC
943
Northeast Financial Consultants
Connecticut
– -$215K -2,790 Closed
AAP
944
Ardsley Advisory Partners
Connecticut
– -$215K -2,790 Closed
ANRIA
945
American National Registered Investment Advisor
Texas
– -$215K -2,790 Closed
MNBTD
946
Moody National Bank Trust Division
Texas
– -$215K -2,790 Closed
EB
947
Eastern Bank
Massachusetts
– -$212K -2,748 Closed
SMC
948
Smith, Moore & Co
Missouri
– -$211K -2,734 Closed
ACA
949
Anchor Capital Advisors
Massachusetts
– -$208K -2,701 Closed
BCM
950
Becker Capital Management
Oregon
– -$208K -2,692 Closed
36 37
38
39 40