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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 %
JMH
526
J.M. Hartwell
New York
$772K – – –
EFS
527
Essex Financial Services
Connecticut
$770K -$13.8K -185 -2%
PVWM
528
Point View Wealth Management
New Jersey
$758K +$154K +2,063 +26%
ACM
529
Argyle Capital Management
Pennsylvania
$753K – – –
HI
530
Horizon Investments
North Carolina
$745K +$745K +10,338 New
ATC
531
Argent Trust Co
Tennessee
$737K +$69.4K +928 +10%
MAA
532
Mraz Amerine & Associates
California
$728K – – –
PHIMC
533
Private Harbour Investment Management & Counsel
Ohio
$726K -$14.6K -195 -2%
NFG
534
Next Financial Group
Texas
$718K -$8.45K -113 -1%
WC
535
Woodstock Corp
Massachusetts
$714K -$28.6K -382 -4%
GWM
536
Geneos Wealth Management
Colorado
$709K +$82.2K +1,100 +13%
GHCM
537
Glen Harbor Capital Management
California
$708K – – –
SAM
538
Smithbridge Asset Management
Pennsylvania
$703K +$703K +9,406 New
ITIM
539
Indiana Trust & Investment Management
Indiana
$699K -$11.7K -156 -2%
SC
540
Schulhoff & Co
Ohio
$694K +$28.5K +382 +4%
S
541
SignatureFD
Georgia
$687K -$270K -3,617 -28%
AAM
542
AR Asset Management
California
$680K – – –
V
543
Veritable
Delaware
$677K -$77.2K -1,031 -10%
IFB
544
iAB Financial Bank
Indiana
$674K -$15.3K -205 -2%
FPFS
545
First Personal Financial Services
North Carolina
$671K -$41.2K -551 -6%
CSM
546
CAMG Solamere Management
North Carolina
$669K -$6.38K -85 -0.9%
CCM
547
Chickasaw Capital Management
Tennessee
$668K – – –
SIC
548
Shoker Investment Counsel
Ohio
$656K -$9.49K -127 -1%
VCM
549
Violich Capital Management
California
$651K – – –
SCA
550
Salient Capital Advisors
Texas
$650K -$193K -2,578 -23%
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