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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 %
AG
276
Advisor Group
Arizona
$3.31M -$234K -3,122 -7%
WA
277
Wasatch Advisors
Utah
$3.3M -$485K -6,479 -13%
Cambridge Investment Research Advisors
278
Cambridge Investment Research Advisors
Iowa
$3.3M +$67.1K +897 +2%
SF
279
Synovus Financial
Georgia
$3.27M +$452K +6,031 +16%
GCA
280
Guardian Capital Advisors
Ontario, Canada
$3.21M +$121K +1,635 +4%
CCMINC
281
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.2M +$603K +8,058 +23%
MC
282
Moors & Cabot
Massachusetts
$3.19M +$325K +4,346 +11%
CCFCSB
283
Cape Cod Five Cents Savings Bank
Massachusetts
$3.15M -$593K -7,927 -16%
TCM
284
Texan Capital Management
Texas
$3.13M +$1.33M +17,835 +74%
Allianz Asset Management
285
Allianz Asset Management
Germany
$3.06M -$34.5K -461 -1%
WIC
286
Woodmont Investment Counsel
Tennessee
$3.04M +$46.4K +620 +2%
SSWM
287
Smith Salley Wealth Management
North Carolina
$3.01M +$89K +1,190 +3%
Cerity Partners
288
Cerity Partners
New York
$2.96M +$210K +2,810 +8%
NME
289
Notis-McConarty Edward
$2.92M +$5.99K +80 +0.2%
BL
290
BCWM LLC
Kansas
$2.92M -$167K -2,238 -5%
CCI
291
Columbus Circle Investors
$2.91M +$414K +5,542 +17%
TCCM
292
Timber Creek Capital Management
Massachusetts
$2.91M +$6.66K +89 +0.2%
RFC
293
Regions Financial Corp
Alabama
$2.87M +$763K +10,206 +36%
Deutsche Bank
294
Deutsche Bank
Germany
$2.86M -$25.8M -345,628 -90%
TCM
295
Telos Capital Management
California
$2.85M +$191K +2,547 +7%
HNB
296
Huntington National Bank
Ohio
$2.84M -$19.8K -265 -0.7%
KIA
297
KCM Investment Advisors
California
$2.83M -$15.5K -207 -0.5%
WSFS
298
Wilmington Savings Fund Society
Delaware
$2.82M -$182K -2,427 -6%
ANI
299
American National Insurance
Texas
$2.81M – – –
FHA
300
First Horizon Advisors
Tennessee
$2.78M +$148K +1,973 +6%
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