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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 %
AssetMark Inc
176
AssetMark Inc
California
$6.86M +$1.45M +22,387 +27%
WT
177
Whittier Trust
California
$6.84M -$13.4K -206 -0.2%
KB
178
Kimelman & Baird
New York
$6.82M +$583K +8,983 +9%
AIIMS
179
Analyst IMS Investment Management Services
Israel
$6.79M +$74.8K +1,153 +1%
SG Americas Securities
180
SG Americas Securities
New York
$6.76M +$308K +4,743 +5%
TCM
181
Tekla Capital Management
Massachusetts
$6.72M – – –
WF
182
Welch & Forbes
Massachusetts
$6.68M -$3.59M -55,306 -35%
LIC
183
Lodestar Investment Counsel
Illinois
$6.64M -$10.4K -160 -0.2%
CCM
184
Chilton Capital Management
Texas
$6.64M -$506K -7,799 -7%
EGA
185
Eagle Global Advisors
Texas
$6.63M -$194K -2,985 -3%
WIC
186
Wilkins Investment Counsel
Massachusetts
$6.55M +$1.1M +16,981 +20%
TU
187
TDAM USA
Ontario, Canada
$6.53M -$15.8K -244 -0.2%
BA
188
BlackRock Advisors
Delaware
$6.5M – – –
BCM
189
Buckhead Capital Management
Georgia
$6.43M +$368K +5,676 +6%
SWK
190
Stephen W. Kidder
$6.4M +$544K +8,375 +9%
PAM
191
Private Asset Management
California
$6.38M -$56.2K -866 -0.9%
BCB
192
Brian C. Broderick
$6.33M +$466K +7,175 +8%
JPMIA
193
J.P. Marvel Investment Advisors
Massachusetts
$6.32M -$28.9K -445 -0.5%
ACM
194
Advisors Capital Management
New Jersey
$6.31M +$403K +6,208 +7%
KeyBank National Association
195
KeyBank National Association
Ohio
$6.28M -$468K -7,217 -7%
OPCM
196
Osborne Partners Capital Management
California
$6.26M +$47.7K +735 +0.8%
TCOV
197
Trust Company of Vermont
Vermont
$6.25M +$1.03M +15,868 +20%
SSB
198
Sandy Spring Bank
Maryland
$6.14M -$60.1K -926 -1%
PIM
199
Perkins Investment Management
Illinois
$6.08M -$2.31M -35,571 -28%
Jones Financial Companies
200
Jones Financial Companies
Missouri
$6.07M -$789K -12,155 -12%
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