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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 %
QCG
651
Quadrant Capital Group
Ohio
$348K +$34.8K +485 +11%
TYCC
652
Texas Yale Capital Corp
Florida
$346K – – –
AA
653
Ancora Advisors
Ohio
$346K – – –
PCP
654
Proficio Capital Partners
Massachusetts
$346K +$60.1K +786 +21%
PFSC
655
Peoples Financial Services Corp
Pennsylvania
$344K – – –
CIA
656
Capital Investment Advisors
Georgia
$343K -$3.37K -45 -1%
CONA
657
Capital One National Association
New York
$342K -$532K -7,115 -61%
RHAM
658
Round Hill Asset Management
California
$342K – – –
IP
659
Intellectus Partners
California
$341K +$87K +1,162 +34%
AIA
660
Armor Investment Advisors
North Carolina
$338K – – –
TRCT
661
Tower Research Capital (TRC)
New York
$338K +$158K +2,115 +88%
CCM
662
Chilton Capital Management
Texas
$337K -$5.8M -77,491 -95%
PIM
663
Penobscot Investment Management
Massachusetts
$336K -$29.2K -391 -8%
NDSI
664
Newman Dignan & Sheerar Inc
Rhode Island
$336K +$3.36K +45 +1%
BCM
665
Bayesian Capital Management
New York
$336K +$336K +4,494 New
AAP
666
Ardsley Advisory Partners
Connecticut
$334K +$334K +4,464 New
SFG
667
Sather Financial Group
Texas
$334K +$334K +4,464 New
WPP
668
Whalerock Point Partners
Rhode Island
$333K – – –
LA
669
Lau Associates
Delaware
$332K – – –
TCB
670
Texas Capital Bancshares
Texas
$332K +$332K +4,436 New
JC
671
Jacobs & Co
California
$331K -$20.8K -279 -6%
FFWA
672
FRG Family Wealth Advisors
Washington
$331K +$46.4K +619 +16%
HSBC Holdings
673
HSBC Holdings
United Kingdom
$330K -$879K -11,753 -73%
CFA
674
Carroll Financial Associates
North Carolina
$329K -$33.8K -453 -9%
CBTWT
675
Community Bank & Trust (Waco, Texas)
Texas
$328K -$41.7K -558 -11%
25 26
27
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