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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 %
NBG
401
Nancy B. Gardiner
$1.59M +$212K +2,841 +15%
SIA
402
Sit Investment Associates
Minnesota
$1.59M +$49.7K +664 +3%
HFS
403
HL Financial Services
Kentucky
$1.58M -$82K -1,096 -5%
CCA
404
Checchi Capital Advisers
California
$1.57M +$288K +3,847 +22%
GLA
405
Great Lakes Advisors
Illinois
$1.56M -$17.1K -228 -1%
TCOO
406
Trust Company of Oklahoma
Oklahoma
$1.55M +$15.6K +208 +1%
LWAC
407
Laurel Wealth Advisors (California)
California
$1.55M – – –
CA
408
Cambridge Advisors
Nebraska
$1.54M – – –
PP
409
PagnatoKarp Partners
Virginia
$1.53M +$16.9K +226 +1%
ECM
410
EagleClaw Capital Management
Massachusetts
$1.53M – – –
FANJ
411
Financial Architects (New Jersey)
New Jersey
$1.52M -$259K -3,463 -15%
NA
412
Neuburgh Advisers
California
$1.5M – – –
III
413
Independent Investors Inc
New York
$1.49M -$33.4K -447 -2%
DRD
414
Dennis R. Delaney
$1.47M +$24.6K +329 +2%
SFG
415
SevenBridge Financial Group
Pennsylvania
$1.47M +$6.28K +84 +0.4%
FIM
416
Freedom Investment Management
Connecticut
$1.44M -$390K -5,214 -21%
Twin Tree Management
417
Twin Tree Management
Texas
$1.43M +$1.43M +19,075 New
LJHT
418
Laurie J. Hall Trustee
$1.4M +$4.19K +56 +0.3%
APFBOT
419
Amica Pension Fund Board of Trustees
Rhode Island
$1.39M – – –
BCA
420
Benchmark Capital Advisors
New York
$1.39M +$1.39M +18,526 New
Acadian Asset Management
421
Acadian Asset Management
Massachusetts
$1.39M – – –
NED
422
Nancy E. Dempze
$1.37M +$83.8K +1,121 +7%
SRC
423
Shufro Rose & Co
New York
$1.37M +$16.7K +223 +1%
FAAS
424
First Allied Advisory Services
California
$1.36M -$341K -4,565 -20%
PWS
425
Peloton Wealth Strategists
Indiana
$1.35M +$83.5K +1,116 +7%
15 16
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