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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 %
AL
501
Aspiriant LLC
California
$867K -$75.4K -1,009 -8%
CTI
502
Community Trust & Investment
Kentucky
$866K -$14K -187 -2%
EGA
503
E&G Advisors
Texas
$864K – – –
ZB
504
Zions Bancorporation
Utah
$864K +$794K +10,621 +1,140%
SCM
505
Salem Capital Management
Massachusetts
$858K – – –
Toronto Dominion Bank
506
Toronto Dominion Bank
Ontario, Canada
$857K -$159K -2,126 -16%
HPC
507
HM Payson & Co
Maine
$850K -$5.16K -69 -0.6%
FC
508
Ferris Capital
Massachusetts
$850K +$850K +11,368 New
LPC
509
Loeb Partners Corp
New York
$843K -$4.11K -55 -0.5%
DAC
510
Dividend Assets Capital
South Carolina
$834K -$5.46K -73 -0.7%
NRS
511
Neville Rodie & Shaw
New York
$829K – – –
LWM
512
Lenox Wealth Management
Ohio
$827K +$827K +11,051 New
SAM
513
Shamrock Asset Management
Texas
$825K -$29K -388 -3%
BFM
514
Boston Financial Management
Massachusetts
$823K -$62.6K -837 -7%
LDB
515
Lee, Danner & Bass
Tennessee
$823K +$15K +201 +2%
CAN
516
Cetera Advisor Networks
California
$819K -$7.35K -98 -0.9%
NHC
517
Nicholas Hoffman & Company
Georgia
$810K +$52.7K +705 +7%
DSC
518
Duncker Streett & Co
Missouri
$798K +$118K +1,580 +17%
BMC
519
Beaton Management Company
Massachusetts
$798K +$798K +10,666 New
PA
520
Perennial Advisors
New York
$796K +$4.64K +62 +0.6%
BMO
521
Beck Mack & Oliver
New York
$787K – – –
MWM
522
Marietta Wealth Management
Georgia
$786K +$23.7K +317 +3%
EIM
523
Essex Investment Management
Massachusetts
$785K – – –
RCM
524
Riverhead Capital Management
Delaware
$785K – – –
FFS
525
Founders Financial Securities
Maryland
$773K +$773K +10,332 New
19 20
21
22 23