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Novartis
NVS

Overview Fund Activity

919 hedge funds and large institutions have $21.7B invested in Novartis in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 308 increasing their positions, 361 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+11
Holders Change %
+1.21%
% of All Funds
22.95%
Holding in Top 10
40
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+100%
% of All Funds
1%
New
84
Increased
308
Reduced
361
Closed
58
Calls
$65M
Puts
$40.8M
Net Calls
+$24.2M
Net Calls Change
+$61.4M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$159M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$121M
3
Principal Financial Group
Principal Financial Group
Iowa
+$71.6M
4
BlackRock
BlackRock
New York
+$59.9M
5
BCPEM
Bain Capital Public Equity Management
Massachusetts
+$45.8M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$176M
2
Wells Fargo
Wells Fargo
California
-$114M
3
Millennium Management
Millennium Management
New York
-$108M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$98.6M
5
Renaissance Technologies
Renaissance Technologies
New York
-$82.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHCM
226
Columbus Hill Capital Management
New Jersey
$5.06M -$155K -2,074 -3%
GAM
227
Griffin Asset Management
New York
$5.04M +$5.04M +67,316 New
EA
228
Edge Advisors
Georgia
$4.88M +$1.28M +17,142 +36%
ARMC
229
American Research & Management Company
Massachusetts
$4.88M -$12.6K -168 -0.3%
TRIM
230
Thompson Rubinstein Investment Management
Oregon
$4.87M -$25K -334 -0.5%
WFG
231
Windsor Financial Group
Minnesota
$4.87M -$195K -2,604 -4%
VKH
232
Virtu KCG Holdings
New York
$4.78M +$3.86M +51,638 +421%
AllianceBernstein
233
AllianceBernstein
Tennessee
$4.72M +$124K +1,655 +3%
EGA
234
Eagle Global Advisors
Texas
$4.66M -$169K -2,260 -4%
CNB
235
Camden National Bank
Maine
$4.64M +$398K +5,326 +9%
Mirae Asset Global Investments
236
Mirae Asset Global Investments
South Korea
$4.6M -$882K -11,798 -16%
Creative Planning
237
Creative Planning
Kansas
$4.59M -$263K -3,513 -5%
HWM
238
Holloway Wealth Management
Florida
$4.58M -$4M – –
OWD
239
Osborn Williams & Donohoe
Ohio
$4.57M -$415K -5,542 -8%
WI
240
Welch Investments
Alabama
$4.57M +$206K +2,755 +5%
SCM
241
Stonebridge Capital Management
California
$4.56M +$405K +5,413 +10%
CAM
242
Carret Asset Management
New York
$4.55M +$512K +6,842 +13%
HA
243
Hamel Associates
New Jersey
$4.47M -$31.3K -419 -0.7%
TCM
244
Tradition Capital Management
New Jersey
$4.44M -$98.9K -1,322 -2%
PL
245
Parkwood LLC
Ohio
$4.37M +$2.14M +28,593 +96%
GCM
246
Garland Capital Management
Washington
$4.29M +$83.5K +1,116 +2%
HKIM
247
Hayek Kallen Investment Management
Alabama
$4.28M -$43.2K -578 -1%
NCM
248
Narwhal Capital Management
Georgia
$4.17M +$163K +2,176 +4%
AI
249
Ariel Investments
Illinois
$4.15M +$77.5K +1,036 +2%
SBH
250
Segall Bryant & Hamill
Illinois
$4.1M -$32.8K -439 -0.8%
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