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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 Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$17.6M -$929K -14,315 -5%
TBC
102
Tweedy, Browne Co
Connecticut
$17.2M -$329K -5,063 -2%
MIS
103
Morningstar Investment Services
Illinois
$16.7M +$5.55M +85,427 +50%
EIA
104
Edgemoor Investment Advisors
Maryland
$16M -$423K -6,518 -3%
LPL Financial
105
LPL Financial
California
$15.6M +$920K +14,141 +6%
CCM
106
Compass Capital Management
Minnesota
$15.5M +$1.11M +17,043 +8%
AWCI
107
Alpine Woods Capital Investors
New York
$15.3M -$384K -5,915 -2%
Jane Street
108
Jane Street
New York
$15.3M +$3.39M +52,241 +28%
QIM
109
Quest Investment Management
Oregon
$15.3M +$2.55M +39,283 +20%
PAS
110
Professional Advisory Services
Florida
$15M +$1.73M +26,590 +13%
NIM
111
Northeast Investment Management
Massachusetts
$14.3M -$1.3M -20,036 -8%
CS
112
Credit Suisse
Switzerland
$14M -$18.3M -281,945 -57%
GC
113
Guardian Capital
Ontario, Canada
$13.9M -$4.92M -75,845 -26%
MTC
114
McDaniel Terry & Co
Texas
$13.7M +$622K +9,578 +5%
WG
115
Welch Group
Alabama
$13.5M +$1.29M +19,808 +11%
KFS
116
Kurt F. Somerville
$13.3M +$131K +2,024 +1%
FT
117
Fiduciary Trust
Massachusetts
$13.2M +$13.2M +204,027 New
BCAM
118
Boston Common Asset Management
Massachusetts
$13.2M -$360K -5,541 -3%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$13.1M -$538K -8,285 -4%
VanEck Associates
120
VanEck Associates
New York
$13M -$8.93M -137,615 -41%
Two Sigma Investments
121
Two Sigma Investments
New York
$12.8M +$9.04M +139,302 +238%
William Blair & Company
122
William Blair & Company
Illinois
$12.4M -$305K -4,700 -2%
MAP
123
Managed Asset Portfolios
Michigan
$12.3M +$1.46M +22,566 +13%
FFIC
124
First Fiduciary Investment Counsel
Ohio
$12.3M +$239K +3,680 +2%
Comerica Bank
125
Comerica Bank
Texas
$12.3M -$465K -6,863 -4%
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5
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