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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 %
SB
301
Suntrust Banks
Georgia
$2.78M -$12.1M -161,333 -81%
MA
302
MUFG Americas
New York
$2.74M -$497K -6,643 -15%
GC
303
Grimes & Company
Massachusetts
$2.73M -$4.78M -63,949 -64%
FA
304
FDx Advisors
Illinois
$2.73M -$2.74M -36,642 -50%
BNP Paribas Asset Management
305
BNP Paribas Asset Management
France
$2.72M – – –
VNA
306
Valley National Advisers
Pennsylvania
$2.71M -$242K -3,241 -8%
CA
307
Commerzbank Aktiengesellschaft
Germany
$2.69M -$213K -2,847 -7%
FCMT
308
Founders Capital Management (Texas)
Texas
$2.69M -$263K -3,510 -9%
PAIM
309
Punch & Associates Investment Management
Minnesota
$2.66M -$43.7K -584 -2%
RJT
310
Raymond James Trust
Florida
$2.65M -$858K -11,468 -24%
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.64M +$2.64M +35,272 New
HTC
312
Haverford Trust Company
Pennsylvania
$2.62M -$11.7K -157 -0.4%
BFO
313
Boston Family Office
Massachusetts
$2.56M -$449K -5,999 -15%
AMM
314
American Money Management
California
$2.55M -$74.1K -991 -3%
CCM
315
Catawba Capital Management
Virginia
$2.54M +$144K +1,925 +6%
BA
316
Bristlecone Advisors
Washington
$2.54M +$39.2K +524 +2%
FC
317
Fayerweather Charles
$2.51M +$75 +1 +0%
ECM
318
ETrade Capital Management
Virginia
$2.49M -$2.26M -30,212 -48%
FC
319
FIC Capital
New York
$2.41M -$18.6K -249 -0.8%
WHG
320
Westwood Holdings Group
Texas
$2.4M +$1.95M +26,092 +433%
CB
321
Community Bank
New York
$2.4M -$132K -1,767 -5%
KFC
322
Klingenstein Fields & Co
New York
$2.4M -$1.57K -21 -0.1%
CB
323
Commerce Bank
Missouri
$2.39M -$236K -3,152 -9%
UBS AM
324
UBS AM
Illinois
$2.35M +$79.5K +1,063 +4%
PCM
325
Parsons Capital Management
Rhode Island
$2.35M +$94.8K +1,267 +4%
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