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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 %
Luther King Capital Management (LKCM)
626
Luther King Capital Management (LKCM)
Texas
$399K -$8.38K -112 -2%
OAM
627
Occidental Asset Management
California
$399K -$8.3K -111 -2%
NPC
628
National Planning Corporation
California
$396K -$797K -10,635 -67%
FRM
629
Fox Run Management
Connecticut
$392K +$392K +5,245 New
CS
630
Comerica Securities
Michigan
$391K -$352K -4,711 -47%
OCG
631
Opus Capital Group
Ohio
$389K – – –
MBTD
632
Mechanics Bank - Trust Department
California
$389K +$389K +5,206 New
PFP
633
Pinnacle Financial Partners
Tennessee
$385K -$16.3K -217 -4%
NG
634
Northstar Group
New York
$378K +$58.5K +781 +18%
PCMM
635
Private Capital Management (Minnesota)
Minnesota
$376K -$267K -3,571 -42%
CA
636
Continuum Advisory
Idaho
$376K +$62.4K +835 +20%
PFBT
637
Parkside Financial Bank & Trust
Missouri
$375K +$2.62K +35 +0.7%
FBT
638
First Bankers Trust
Kentucky
$371K -$33.4K -447 -8%
BIAS
639
Beacon Investment Advisory Services
New Jersey
$368K +$35.9K +480 +11%
FFBTD
640
First Financial Bank - Trust Division
Ohio
$367K – – –
GQG Partners
641
GQG Partners
Florida
$367K +$367K +4,910 New
FAT
642
First American Trust
California
$366K – – –
WTB
643
Washington Trust Bank
Washington
$366K +$1.2K +16 +0.3%
FLI
644
Family Legacy Inc
South Carolina
$362K -$2.54K -34 -0.7%
OIA
645
Optimum Investment Advisors
Illinois
$362K – – –
FA
646
FCG Advisors
New Jersey
$357K +$974 +13 +0.3%
ERIM
647
Eagle Ridge Investment Management
Connecticut
$357K +$55.1K +995 +18%
MPI
648
Mairs & Power Inc
Minnesota
$355K -$137K -1,835 -28%
HH
649
Hilltop Holdings
Texas
$352K -$390K -5,215 -53%
GWM
650
GSB Wealth Management
Connecticut
$351K – – –
24 25
26
27 28