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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 %
RFA
426
Reilly Financial Advisors
California
$1.35M +$132K +1,767 +11%
CS
427
Credit Suisse
Switzerland
$1.35M +$480K +6,413 +55%
PFS
428
Physicians Financial Services
North Carolina
$1.34M -$41.7K -558 -3%
PAM
429
Premier Asset Management
Illinois
$1.34M +$31.3K +419 +2%
BSW
430
Buckingham Strategic Wealth
Missouri
$1.33M +$1.33M +17,794 New
NGA
431
Naples Global Advisors
Florida
$1.33M -$20.9K -279 -2%
CPIM
432
Columbia Partners Investment Management
Virginia
$1.31M +$43.6K +583 +3%
BFA
433
Benedict Financial Advisors
Georgia
$1.31M +$28K +368 +2%
RHBC
434
R.H. Bluestein & Co
Michigan
$1.3M – – –
ASN
435
Advisory Services Network
Georgia
$1.29M +$776K +10,378 +151%
MSFP
436
Mark Sheptoff Financial Planning
Connecticut
$1.29M +$96.7K +1,293 +8%
PGFC
437
Peapack-Gladstone Financial Corp
New Jersey
$1.28M -$177K -2,363 -12%
NERM
438
New England Research & Management
Illinois
$1.27M -$50.1K -670 -4%
AIA
439
AIMZ Investment Advisors
California
$1.27M -$3.52K -47 -0.3%
AAM
440
Azzad Asset Management
Virginia
$1.26M +$42.6K +569 +3%
Marshall Wace
441
Marshall Wace
United Kingdom
$1.26M +$1.26M +16,929 New
ACP
442
Ashfield Capital Partners
California
$1.26M -$290K -3,871 -19%
WOC
443
West Oak Capital
California
$1.25M +$46.7K +624 +4%
FIB
444
First Interstate Bank
Montana
$1.25M -$26.5K -354 -2%
AT
445
Arden Trust
Delaware
$1.24M -$105K -1,405 -8%
HL
446
HeadInvest LLC
Maine
$1.24M -$23.8K -318 -2%
FCM
447
Flinton Capital Management
Pennsylvania
$1.24M – – –
SB
448
Simmons Bank
Arkansas
$1.23M -$9.2K -123 -0.7%
ADMI
449
Albert D. Mason Inc
Massachusetts
$1.23M – – –
GH
450
GAM Holding
Switzerland
$1.22M +$302K +4,034 +33%
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