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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.

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
1
Franklin Resources
California
$869M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$700M
3
Capital World Investors
3
Capital World Investors
California
$133M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257M
5
CI
5
Cambiar Investors
Colorado
$137M

Top Sellers

1
WI
1
WHV Investments
California
$3.06M
2
IC
2
Institutional Capital
Illinois
$276M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$37.9M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
State Street
5
State Street
Massachusetts
$274M
Name Market Value Shares Shares
Change 		Shares
Change %
O
76
OppenheimerFunds
New York
$29.4M 453,395 +10,846 +2%
DWA
77
Douglass Winthrop Advisors
New York
$28.5M 438,548 +31,087 +8%
HI
78
Honeywell International
North Carolina
$26.1M 401,760 +401,760 New
GF
79
Gabelli Funds
New York
$25.7M 396,292 -16,182 -4%
TAM
80
Tocqueville Asset Management
New York
$25.4M 391,404 +100,022 +34%
Voloridge Investment Management
81
Voloridge Investment Management
Florida
$25.1M 386,813 +140,103 +57%
DP
82
Dearborn Partners
Illinois
$24.1M 370,576 +23,638 +7%
CCM
83
Causeway Capital Management
California
$24M 353,060 +38,672 +12%
HighTower Advisors
84
HighTower Advisors
Illinois
$22.2M 342,611 +10,951 +3%
DADC
85
D.A. Davidson & Co
Montana
$22.2M 342,054 +20,682 +6%
CGT
86
Capital Guardian Trust
California
$22.1M 340,591 -59,324 -15%
EVM
87
Eaton Vance Management
Massachusetts
$22.1M 339,956 -11,837 -3%
MIP
88
Mondrian Investment Partners
United Kingdom
$22M 338,492 -29,020 -8%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$22M 338,439 -40,083 -11%
CFB
90
Cullen/Frost Bankers
Texas
$22M 338,363 -1,317 -0.4%
Massachusetts Financial Services
91
Massachusetts Financial Services
Massachusetts
$21.5M 331,931 -8,987 -3%
SI
92
Scout Investments
Missouri
$21.1M 324,812 -48,385 -13%
GG
93
Gofen & Glossberg
Illinois
$21M 322,796 +2,113 +0.7%
Deutsche Bank
94
Deutsche Bank
Germany
$21M 322,819 -160,681 -33%
M&T Bank
95
M&T Bank
New York
$20.5M 316,482 -16,429 -5%
US Bancorp
96
US Bancorp
Minnesota
$20.4M 314,220 -61,061 -16%
Truist Financial
97
Truist Financial
North Carolina
$20.4M 313,513 +16,763 +6%
RMCM
98
Reynders McVeigh Capital Management
Massachusetts
$20.1M 309,731 +23,563 +8%
WRF
99
Waddell & Reed Financial
Kansas
$19.7M 304,110 +304,110 New
PNC
100
Park National Corp
Ohio
$19.3M 297,138 +17,888 +6%
2 3
4
5 6