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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 %
BOH
351
Bank of Hawaii
Hawaii
$2.09M -$490K -6,556 -19%
MCM
352
Mengis Capital Management
Oregon
$2.07M +$252K +3,365 +14%
BF
353
BOK Financial
Oklahoma
$2.07M -$1.51M -20,138 -42%
CBN
354
Cadence Bank NA
Texas
$2.06M -$14.7K -196 -0.7%
FC
355
FCA Corp
Texas
$2.06M +$10K +134 +0.5%
DIA
356
Denver Investment Advisors
Colorado
$2.05M -$75 -1 -0%
KCMRT
357
Kemper Corp Master Retirement Trust
Illinois
$2.05M – – –
BFG
358
Beacon Financial Group
Texas
$2.04M +$207K +2,738 +11%
TF
359
TIAA FSB
Florida
$2.03M +$2.03M +27,108 New
MGIA
360
Matthew Goff Investment Advisor
Texas
$1.96M +$181K +2,425 +10%
PAG
361
Private Advisor Group
New Jersey
$1.96M -$231K -3,137 -11%
CCA
362
Catalyst Capital Advisors
New York
$1.95M – – –
AMG
363
Advisors Management Group
Wisconsin
$1.94M +$15.3K +205 +0.8%
CCM
364
Canal Capital Management
Virginia
$1.94M +$259K +3,459 +15%
BFEC
365
Benjamin F. Edwards & Company
Missouri
$1.92M +$2.09K +28 +0.1%
SA
366
Sicart Associates
New York
$1.92M – – –
MML Investors Services
367
MML Investors Services
Massachusetts
$1.92M -$494K -6,606 -20%
GA
368
Geneva Advisors
Illinois
$1.91M -$51.5K -688 -3%
WKWM
369
Walter & Keenan Wealth Management
Indiana
$1.89M – – –
IIM
370
Ipswich Investment Management
Massachusetts
$1.87M -$232K -3,097 -11%
SG
371
StoneX Group
New York
$1.86M +$765K +10,237 +70%
EHC
372
Everett Harris & Co
California
$1.85M -$404K -5,402 -18%
CC
373
Cannell & Co
New York
$1.84M +$50K +669 +3%
Pacer Advisors
374
Pacer Advisors
Pennsylvania
$1.84M +$1.84M +24,585 New
QCM
375
Quadrant Capital Management
New Jersey
$1.83M +$456K +6,095 +33%
13 14
15
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