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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 %
PIA
476
Peachtree Investment Advisors
Georgia
$1.01M -$3.37K -45 -0.3%
MCM
477
Murphy Capital Management
New Jersey
$1.01M -$8.37K -112 -0.8%
IA
478
IFP Advisors
Florida
$997K -$6.21K -83 -0.6%
HCM
479
Hall Capital Management
Rhode Island
$994K +$45.3K +606 +5%
1GA
480
1st Global Advisors
Texas
$992K -$50.9K -681 -5%
NCMW
481
Northern Capital Management (Wisconsin)
Wisconsin
$992K -$35.2K -471 -3%
TAM
482
Tyers Asset Management
Texas
$973K – – –
CCP
483
Corient Capital Partners
California
$969K +$25K +334 +3%
AP
484
Appleton Partners
Massachusetts
$968K +$175K +2,336 +22%
CCB
485
Cutter & Co Brokerage
Missouri
$964K -$22.1K -295 -2%
CIC
486
Carnegie Investment Counsel
Ohio
$956K -$8.56K -112 -0.9%
FB
487
Fulton Bank
Pennsylvania
$946K -$965K -12,901 -50%
GT
488
Greenleaf Trust
Michigan
$930K +$82.4K +1,102 +10%
GIP
489
Greatmark Investment Partners
Georgia
$924K +$39.6K +530 +4%
CB
490
Chemical Bank
Michigan
$920K +$1.2K +16 +0.1%
SS
491
Simplicity Solutions
Minnesota
$916K -$537K -7,178 -37%
CPA
492
Clear Perspective Advisors
Illinois
$916K -$29.2K -391 -3%
CP
493
Camelot Portfolios
Ohio
$906K -$47.1K -630 -5%
CT
494
Clearstead Trust
Maine
$899K – – –
RCM
495
Radnor Capital Management
Pennsylvania
$895K – – –
NFA
496
Nuveen Fund Advisors
Illinois
$892K +$74.3K +1,012 +9%
CTC
497
Central Trust Company
Missouri
$891K -$188K -2,514 -17%
DA
498
Dillon & Associates
Michigan
$891K -$37.6K -506 -4%
FCH
499
Freestone Capital Holdings
Washington
$886K +$51.8K +693 +6%
HBT
500
Hills Bank & Trust
Iowa
$883K -$172K -2,302 -16%
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