NVS icon

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 %
Kayne Anderson Rudnick Investment Management
326
Kayne Anderson Rudnick Investment Management
California
$2.34M +$1.72K +23 +0.1%
MIM
327
Marco Investment Management
Georgia
$2.33M -$406K -5,435 -15%
AMI
328
Amica Mutual Insurance
Rhode Island
$2.31M – – –
LNWWM
329
Laird Norton Wetherby Wealth Management
California
$2.31M +$127K +1,700 +6%
TCOT
330
Trust Company of Toledo
Ohio
$2.31M +$150K +2,006 +7%
ABC
331
Associated Banc-Corp
Wisconsin
$2.29M -$636K -8,505 -22%
RWM
332
Rench Wealth Management
Texas
$2.29M -$11.9K -159 -0.5%
HK
333
Horizon Kinetics
New York
$2.26M +$183K +2,444 +9%
HWA
334
Heritage Way Advisors
Illinois
$2.25M +$119K +1,589 +6%
VFA
335
Voya Financial Advisors
Connecticut
$2.25M +$35.1K +465 +2%
AIA
336
Avalon Investment & Advisory
Texas
$2.24M +$96.5K +1,290 +4%
CSS
337
Cubist Systematic Strategies
Connecticut
$2.24M -$900K -12,034 -29%
AFM
338
Abbot Financial Management
Massachusetts
$2.23M +$2.23M +29,791 New
LBC
339
Lawrence B. Cohen
$2.22M +$71.4K +955 +3%
FPF
340
FNY Partners Fund
New York
$2.21M +$2.21M +29,574 New
KBG
341
Kahn Brothers Group
New York
$2.19M -$142K -1,898 -6%
JG
342
Jefferies Group
New York
$2.18M +$1.93M +25,794 +777%
NPT
343
Nixon Peabody Trust
Massachusetts
$2.16M +$58.9K +787 +3%
CPA
344
Court Place Advisors
Maryland
$2.15M -$16.7K -223 -0.8%
RC
345
RegentAtlantic Capital
New Jersey
$2.15M -$221K -2,955 -9%
CIA
346
Cascade Investment Advisors
Oregon
$2.13M -$12.1K -162 -0.6%
AI
347
Atria Investments
North Carolina
$2.13M +$38.9K +520 +2%
FWM
348
Frontier Wealth Management
Missouri
$2.12M -$49.1K -657 -2%
SCA
349
Stonebridge Capital Advisors
Minnesota
$2.11M +$47.3K +632 +2%
WA
350
WealthTrust Axiom
Pennsylvania
$2.09M +$612K +8,185 +41%
12 13
14
15 16