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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 %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$12.2M -$1.61M -24,839 -12%
PSUF
127
People's United Financial
Connecticut
$12.2M +$1.15M +17,724 +10%
Citadel Advisors
128
Citadel Advisors
Florida
$12.1M +$5.38M +82,911 +80%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$12.1M +$1.36M +20,910 +13%
Capital Fund Management (CFM)
130
Capital Fund Management (CFM)
France
$12M +$6.92M +106,578 +136%
Citigroup
131
Citigroup
New York
$11.8M -$303K -4,669 -3%
TBA
132
Tower Bridge Advisors
Pennsylvania
$11.8M +$412K +6,342 +4%
CTI
133
Community Trust & Investment
Kentucky
$11.7M +$582K +8,963 +5%
QC
134
Quadrature Capital
United Kingdom
$11.6M +$11.6M +177,961 New
WA
135
Wasatch Advisors
Utah
$11.5M -$2.95M -45,435 -20%
UCFA
136
United Capital Financial Advisors
Texas
$11.4M +$1.3M +19,992 +13%
First Trust Advisors
137
First Trust Advisors
Illinois
$11.3M -$2.06M -31,678 -15%
WAM
138
World Asset Management
Michigan
$11.1M +$870K +13,405 +9%
PHS
139
Pekin Hardy Strauss
Illinois
$10.8M -$398K -6,139 -4%
Wellington Management Group
140
Wellington Management Group
Massachusetts
$10.5M +$2.33M +35,879 +29%
OMC
141
Old Mission Capital
Illinois
$10.3M +$1.75M +26,895 +20%
BCM
142
Brookmont Capital Management
Texas
$10.2M -$13.6K -210 -0.1%
AAM
143
Advisors Asset Management
Colorado
$10.1M -$984K -15,164 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
144
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10M +$10M +154,008 New
FCI
145
Financial Counselors Inc
Kansas
$9.8M +$1.38M +21,244 +16%
PSC
146
Prentiss Smith & Co
Vermont
$9.69M +$298K +4,591 +3%
GGI
147
Godsey & Gibb Inc
Virginia
$9.65M +$385K +5,925 +4%
ACP
148
Ashfield Capital Partners
California
$9.62M -$7.3M -112,535 -43%
EWA
149
EP Wealth Advisors
California
$9.47M -$590K -9,092 -6%
EWA
150
Exencial Wealth Advisors
Oklahoma
$9.25M +$990K +15,255 +12%
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6
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