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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 %
ST
451
Somerset Trust
Pennsylvania
$1.2M +$84.9K +1,135 +8%
TAM
452
Taurus Asset Management
New York
$1.19M -$117K -1,562 -9%
AIM
453
Anchor Investment Management
South Carolina
$1.18M +$342K +4,576 +41%
WA
454
Wheatland Advisors
Pennsylvania
$1.18M -$58.4K -781 -5%
LC
455
LCNB Corp
Ohio
$1.17M – – –
VIA
456
Vident Investment Advisory
Georgia
$1.17M +$126K +1,691 +12%
DWT
457
Dorsey & Whitney Trust
South Dakota
$1.16M -$64.4K -862 -5%
WIS
458
Wright Investors Service
Connecticut
$1.14M -$390K -5,218 -26%
CCM
459
Covington Capital Management
California
$1.13M -$10.4K -139 -0.9%
ONB
460
Old National Bancorp
Indiana
$1.12M -$559K -7,473 -33%
SPIA
461
Steward Partners Investment Advisory
New York
$1.12M +$659K +8,805 +142%
NSB
462
Norway Savings Bank
Maine
$1.12M +$61.3K +820 +6%
SCM
463
Shelton Capital Management
Colorado
$1.11M -$12.3K -164 -1%
RG
464
Rikoon Group
New Mexico
$1.11M -$60.5K -809 -5%
AT
465
Argent Trust
Texas
$1.07M -$368K -4,924 -26%
LCM
466
Logan Capital Management
Pennsylvania
$1.07M +$16.7K +223 +2%
First Eagle Investment Management
467
First Eagle Investment Management
New York
$1.07M – – –
RGC
468
Roberts, Glore & Co
Illinois
$1.06M +$13.8K +184 +1%
IPC
469
Independent Portfolio Consultants
Florida
$1.05M -$170K -2,274 -14%
Bessemer Group
470
Bessemer Group
New Jersey
$1.04M -$475K -6,351 -31%
MWM
471
Mission Wealth Management
California
$1.04M -$65K -869 -6%
NA
472
NewEdge Advisors
Louisiana
$1.04M +$232K +3,148 +29%
JFA
473
JNBA Financial Advisors
Minnesota
$1.03M -$3.37K -45 -0.3%
WAM
474
Wealthspire Advisors (Maryland)
Maryland
$1.03M +$68.5K +916 +7%
OC
475
Oarsman Capital
Wisconsin
$1.02M -$26.3K -352 -3%
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