NVS icon

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 %
Invesco
26
Invesco
Georgia
$149M -$11.5M -153,747 -7%
FWIA
27
Fort Washington Investment Advisors
Ohio
$139M +$115K +1,531 +0.1%
Boston Partners
28
Boston Partners
Massachusetts
$135M +$897K +11,991 +0.7%
PPA
29
Parametric Portfolio Associates
Washington
$131M +$9.21M +123,087 +8%
Lazard Asset Management
30
Lazard Asset Management
New York
$131M +$1.39M +18,538 +1%
SEI Investments
31
SEI Investments
Pennsylvania
$124M +$31.4M +419,335 +34%
Renaissance Technologies
32
Renaissance Technologies
New York
$123M -$82.1M -1,098,142 -40%
Capital International Investors
33
Capital International Investors
California
$122M – – –
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$121M -$2.83M -37,841 -2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$120M -$17.3M -231,778 -13%
Macquarie Group
36
Macquarie Group
Australia
$97.7M +$14.4M +193,143 +17%
CAM
37
CGOV Asset Management
Ontario, Canada
$93.6M -$14.5M -149,255 -13%
RJA
38
Raymond James & Associates
Florida
$93.2M -$56.7M -757,868 -38%
RFS
39
Rockefeller Financial Services
New York
$88.5M -$303K -4,051 -0.3%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$87.2M -$2.77M -36,981 -3%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$85.7M -$1.74M -23,215 -2%
Ameriprise
42
Ameriprise
Minnesota
$83.6M -$17.2M -229,705 -17%
SI
43
Scharf Investments
California
$80.4M -$2.36M -31,578 -3%
MWNA
44
Marshall Wace North America
New York
$80.1M +$22.5M +302,212 +39%
JWBC
45
John W. Bristol & Co
New York
$78.7M -$9.78M -130,747 -11%
SCM
46
Sterling Capital Management
North Carolina
$76.9M -$3.49M -46,627 -4%
Goldman Sachs
47
Goldman Sachs
New York
$76.4M -$3.54M -47,394 -4%
CCM
48
Cullen Capital Management
New York
$74.1M +$8.41M +112,444 +13%
Principal Financial Group
49
Principal Financial Group
Iowa
$71.6M +$71.6M +957,377 New
ClearBridge Investments
50
ClearBridge Investments
New York
$65.4M -$226K -3,028 -0.3%
1
2
3 4 5