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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 %
TSW
601
Thompson Siegel & Walmsley
Virginia
$456K -$1.81M -24,161 -80%
FNB
602
Farmers National Bank
Kentucky
$454K -$45.1K -602 -9%
HPCM
603
High Pointe Capital Management
Illinois
$454K +$135K +1,808 +42%
IT
604
Independence Trust
Tennessee
$452K – – –
JDR
605
Jay D. Rosenbaum
$448K +$52.2K +698 +13%
CA
606
Cetera Advisors
Colorado
$448K +$77.6K +1,032 +21%
SAM
607
Silvercrest Asset Management
New York
$445K -$17.3K -231 -4%
BL
608
BFSG LLC
California
$444K -$18.3K -245 -4%
MC
609
Miles Capital
Iowa
$442K – – –
BC
610
Banced Corp
Illinois
$441K -$16K -214 -4%
BBA
611
BLB&B Advisors
Pennsylvania
$440K -$9.19K -123 -2%
PAMG
612
Patton Albertson Miller Group
Tennessee
$437K -$81.6K -1,068 -16%
STMM
613
South Texas Money Management
Texas
$434K +$19.7K +263 +5%
CG
614
Caprock Group
Idaho
$427K -$23.6K -316 -5%
AAM
615
Aureus Asset Management
Massachusetts
$424K – – –
GCP
616
GSA Capital Partners
United Kingdom
$424K +$424K +5,670 New
PFM
617
Parsec Financial Management
North Carolina
$423K +$12.9K +173 +3%
SS
618
Sunbelt Securities
Texas
$418K +$7.55K +101 +2%
CC
619
Courier Capital
New York
$414K +$14.2K +190 +4%
CRB
620
Chad R. Baker
$412K – – –
HW
621
Hedeker Wealth
Illinois
$410K – – –
WA1
622
Wimmer Associates 1
California
$410K – – –
IB
623
Intrust Bank
Kansas
$403K -$83.6K -1,116 -17%
MLL
624
Moody Lynn & Lieberson
Massachusetts
$401K +$401K +5,357 New
BFC
625
Blue Fin Capital
Rhode Island
$399K -$14.4K -193 -3%
23 24
25
26 27