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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 %
GC
251
Guggenheim Capital
Illinois
$4.02M +$361K +4,829 +10%
JAM
252
Jolley Asset Management
North Carolina
$3.96M +$3.74K +50 +0.1%
FPTW
253
Franklin, Parlapiano, Turner & Welch
Texas
$3.96M +$107K +1,437 +3%
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$3.92M +$42.3K +566 +1%
SC
255
SouthState Corp
Florida
$3.88M +$264K +3,524 +7%
GC
256
Grace Capital
Massachusetts
$3.87M +$459K +6,138 +13%
LG
257
LaFleur & Godfrey
Michigan
$3.87M – – –
OC
258
Oppenheimer & Co
New York
$3.83M +$776K +10,380 +25%
GG
259
Greenwood Gearhart
Arkansas
$3.81M -$12.9K -173 -0.3%
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$3.78M -$21.2K -283 -0.6%
BTW
261
Boston Trust Walden
Massachusetts
$3.77M +$100K +1,340 +3%
TG
262
TCW Group
California
$3.76M +$1.82M +24,267 +93%
BEAM
263
Baker Ellis Asset Management
Washington
$3.69M +$113K +1,507 +3%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$3.64M -$169K -2,259 -4%
CAM
265
Cubic Asset Management
Massachusetts
$3.64M -$115K -1,535 -3%
ABP
266
Arthur B. Page
$3.63M -$5.01K -67 -0.1%
WTC
267
WhitTier Trust Company
Nevada
$3.63M -$190K -2,546 -5%
BAM
268
Bruderman Asset Management
New York
$3.61M -$3.03M -40,502 -46%
SFPIA
269
Stevens First Principles Investment Advisors
California
$3.61M -$10K -134 -0.3%
WIC
270
Whitegate Investment Counselors
New Hampshire
$3.61M +$8.38K +112 +0.2%
BUB
271
BBVA USA Bancshares
Texas
$3.59M -$85.2K -1,139 -2%
William Blair Investment Management
272
William Blair Investment Management
Illinois
$3.4M +$7.48K +100 +0.2%
NB
273
NBT Bank
New York
$3.37M -$46.6K -623 -1%
SWP
274
Stratos Wealth Partners
Ohio
$3.33M -$755K -10,096 -18%
Two Sigma Investments
275
Two Sigma Investments
New York
$3.31M -$11.8M -157,460 -78%
9 10
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