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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 %
CT
151
Cambridge Trust
Massachusetts
$9.16M -$323K -4,973 -3%
HTHT
152
Hemenway Trust Hemenway Trust
New Hampshire
$9.13M +$102K +1,570 +1%
CAG
153
Crestwood Advisors Group
Massachusetts
$9.09M +$227K +3,493 +3%
SAM
154
Sectoral Asset Management
Quebec, Canada
$8.97M -$3.96M -60,934 -31%
GT
155
Glenmede Trust
Pennsylvania
$8.93M -$507K -7,811 -5%
FNBOO
156
First National Bank of Omaha
Nebraska
$8.68M +$245K +3,779 +3%
GIA
157
Guyasuta Investment Advisors
Pennsylvania
$8.53M +$8.19M +126,192 +2,412%
CCM
158
Cullen Capital Management
New York
$8.34M +$116K +1,780 +1%
VW
159
Vantage Wealth
California
$8.31M +$1.09M +16,768 +15%
CAM
160
Capstone Asset Management
Texas
$8.14M +$56.7K +874 +0.7%
PWP
161
Private Wealth Partners
California
$7.77M +$651K +10,022 +9%
LWCFA
162
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.76M -$409K -6,308 -5%
BWP
163
Baldwin Wealth Partners
Massachusetts
$7.65M +$709K +10,921 +10%
Mackenzie Financial
164
Mackenzie Financial
Ontario, Canada
$7.64M +$3.52M +54,164 +85%
HC
165
Hawkins Capital
Texas
$7.61M – – –
ZAM
166
Zevin Asset Management
Massachusetts
$7.52M +$1.42M +21,946 +23%
CIM
167
Calvert Investment Management
Maryland
$7.51M -$2.51M -38,738 -25%
CCM
168
Cohen Capital Management
California
$7.41M – – –
FBC
169
Fairfield, Bush & Co
Connecticut
$7.28M +$3.8M +58,506 +109%
CSIC
170
Clifford Swan Investment Counsel
California
$7.23M +$385K +5,933 +6%
HNB
171
Huntington National Bank
Ohio
$7.02M +$882K +9,981 +14%
M
172
MOTCO
Texas
$6.96M +$249K +3,844 +4%
PP
173
Patten & Patten
Tennessee
$6.91M -$71.7K -1,104 -1%
CIM
174
Confluence Investment Management
Missouri
$6.9M +$550K +8,473 +9%
SCM
175
Sio Capital Management
New York
$6.88M +$6.88M +106,007 New
5 6
7
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