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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 %
EIP
551
Epoch Investment Partners
New York
$650K -$39.1K -522 -6%
SFSG
552
Stearns Financial Services Group
North Carolina
$649K -$7.78K -104 -1%
NAM
553
NTV Asset Management
West Virginia
$642K -$16.7K -223 -3%
PFS
554
Prospera Financial Services
Texas
$633K +$633K +8,574 New
YIA
555
YHB Investment Advisors
Connecticut
$630K -$70.6K -944 -10%
KLI
556
Kelman-Lazarov Inc
Tennessee
$628K – – –
FWCM
557
Ferguson Wellman Capital Management
Oregon
$625K -$28.3K -379 -4%
WCF
558
West Coast Financial
California
$623K +$13.8K +184 +2%
RC
559
Roundview Capital
New Jersey
$609K – – –
MA
560
Montag & Associates
Georgia
$601K – – –
LPIC
561
LeJeune Puetz Investment Counsel
Michigan
$593K – – –
DJSG
562
D.J. St. Germain
Massachusetts
$591K +$41K +549 +7%
PC
563
Palo Capital
California
$585K -$2.92K -39 -0.5%
FHAM
564
Folger Hill Asset Management
New York
$583K +$208K +2,782 +55%
FBT
565
First Bank & Trust
South Dakota
$582K -$643K -8,599 -52%
ICOA
566
Investment Centers of America
North Dakota
$579K -$61.4K -817 -10%
WB
567
Webster Bank
Connecticut
$579K – – –
AAM
568
Aberdeen Asset Management
United Kingdom
$576K -$175K -2,344 -23%
DC
569
Davenport & Co
Virginia
$571K +$47.5K +635 +9%
IIC
570
Ironwood Investment Counsel
Arizona
$569K – – –
1SB
571
1ST Source Bank
Indiana
$566K -$17.5K -234 -3%
BP
572
Ballentine Partners
Massachusetts
$563K +$147K +1,959 +35%
AWA
573
ARS Wealth Advisors
Florida
$560K +$13.4K +179 +2%
BCP
574
Berkeley Capital Partners
Georgia
$548K +$548K +7,327 New
OPCM
575
Osborne Partners Capital Management
California
$544K -$6.27M -83,725 -92%
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