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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 %
DDC
376
Daniel Devine & Co
Florida
$1.81M -$167K -2,232 -8%
SG Americas Securities
377
SG Americas Securities
New York
$1.8M +$585K +7,816 +48%
Citadel Advisors
378
Citadel Advisors
Florida
$1.79M -$15.9M -212,290 -90%
CA
379
Clearstead Advisors
Ohio
$1.79M +$49.9K +667 +3%
CAM
380
Cypress Asset Management
Texas
$1.79M -$54.2K -725 -3%
UR
381
USCA RIA
Texas
$1.78M +$516K +6,904 +41%
GA
382
GFS Advisors
Texas
$1.78M +$108K +1,450 +6%
GIA
383
Guyasuta Investment Advisors
Pennsylvania
$1.78M -$143K -1,909 -7%
PAI
384
Pittenger & Anderson Inc
Nebraska
$1.78M +$175K +2,344 +11%
HCM
385
Harvey Capital Management
Florida
$1.77M – – –
PCTC
386
Perkins Coie Trust Company
Washington
$1.77M +$1.12K +15 +0.1%
FM
387
Forward Management
California
$1.74M -$293K -3,914 -14%
RIL
388
Rothschild Investment LLC
Illinois
$1.74M -$18.9K -253 -1%
LBC
389
Lowe Brockenbrough & Co
Virginia
$1.71M -$19.1K -256 -1%
PG
390
Patten Group
Tennessee
$1.7M -$165K -2,164 -9%
JWBC
391
J.W. Burns & Co
New York
$1.69M -$16.6K -222 -1%
T. Rowe Price Associates
392
T. Rowe Price Associates
Maryland
$1.68M – – –
BHWM
393
Bar Harbor Wealth Management
New Hampshire
$1.68M -$269K -3,591 -14%
BSWMG
394
Barrington Strategic Wealth Management Group
Illinois
$1.68M -$56.5K -756 -3%
PAM
395
Palisade Asset Management
Minnesota
$1.68M +$559K +7,477 +50%
JIC
396
Johnson Investment Counsel
Ohio
$1.67M +$146K +1,947 +10%
Geode Capital Management
397
Geode Capital Management
Massachusetts
$1.66M +$78.5K +1,050 +5%
SW
398
SVB Wealth
Massachusetts
$1.64M -$592K -7,915 -26%
CT
399
Coastline Trust
Rhode Island
$1.62M – – –
WS
400
Wedbush Securities
California
$1.61M -$182K -2,434 -10%
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