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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 %
FCCM
576
First City Capital Management
Georgia
$543K – – –
WJA
577
Williams Jones & Associates
New York
$537K – – –
FMC
578
First Merchants Corp
Indiana
$528K -$172K -2,304 -25%
GHAM
579
Gilman Hill Asset Management
Connecticut
$528K – – –
WSTAM
580
Wilbanks Smith & Thomas Asset Management
Virginia
$524K -$9.13K -122 -2%
Mackenzie Financial
581
Mackenzie Financial
Ontario, Canada
$523K +$523K +6,991 New
SIC
582
Salem Investment Counselors
North Carolina
$521K -$145K -1,945 -22%
LFAS
583
Level Four Advisory Services
Texas
$512K -$261K -3,953 -34%
SPC
584
Sigma Planning Corp
Michigan
$503K -$35.4K -473 -7%
EMB
585
Elefante Mark B
$502K +$33.3K +446 +7%
CK
586
Cohen Klingenstein
New York
$501K – – –
SFSIG
587
San Francisco Sentry Investment Group
California
$501K – – –
TC
588
Telemus Capital
Michigan
$497K -$7.41K -99 -1%
OC
589
Oakworth Capital
Alabama
$496K – – –
AB
590
AT Bancorp
Iowa
$492K -$482K -6,456 -49%
HT
591
HighTower Trust
Texas
$487K -$40.6K -542 -8%
RWA
592
Ropes Wealth Advisors
Massachusetts
$483K +$38.6K +516 +9%
SGAM
593
Steinberg Global Asset Management
Florida
$479K -$16.3K -218 -3%
HCM
594
Hutchinson Capital Management
California
$473K – – –
MCA
595
Mercer Capital Advisers
New Jersey
$467K – – –
BTIS
596
BB&T Investment Services
North Carolina
$462K -$138K -1,843 -23%
BAS
597
Brown Advisory Securities
Maryland
$460K -$79.8K -1,068 -15%
SSA
598
Schonfeld Strategic Advisors
New York
$460K +$460K +6,156 New
GI
599
GAMCO Investors
Connecticut
$459K -$10.5K -140 -2%
AMIM
600
Aull & Monroe Investment Management
Alabama
$457K -$12.6K -168 -3%
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