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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 %
IAA
676
Independent Advisor Alliance
North Carolina
$325K +$185K +7,830 +133%
SCM
677
Schnieders Capital Management
California
$324K +$91.8K +1,227 +40%
NL
678
NWAM LLC
Washington
$321K -$96.3K -1,289 -23%
CIA
679
Choate Investment Advisors
Massachusetts
$321K – – –
PPSG
680
Princeton Portfolio Strategies Group
New Jersey
$320K -$30.9K -413 -9%
HCA
681
Harbour Capital Advisors
Virginia
$318K +$234K +3,124 +278%
Nuveen Asset Management
682
Nuveen Asset Management
Illinois
$318K +$318K +4,250 New
LIM
683
Leavell Investment Management
Alabama
$318K +$318K +4,252 New
YMRC
684
Yorktown Management & Research Company
Virginia
$317K – – –
PWP
685
Private Wealth Partners
California
$317K +$25K +335 +9%
B
686
Bellecapital
Switzerland
$316K – – –
NCM
687
Noesis Capital Mangement
Florida
$313K – – –
PA
688
Parallel Advisors
California
$313K +$39K +511 +14%
CCA
689
Cobblestone Capital Advisors
New York
$311K -$45.4K -608 -13%
FPS
690
Fieldpoint Private Securities
Connecticut
$309K – – –
MG
691
Markel Group
Virginia
$309K – – –
CI
692
Conning Inc
Connecticut
$306K -$6.22K -83 -2%
SCM
693
SOL Capital Management
Maryland
$305K – – –
GVT
694
Genesee Valley Trust
New York
$304K -$12.9K -173 -4%
IFWM
695
Institute for Wealth Management
Colorado
$303K +$303K +4,075 New
DAM
696
Doheny Asset Management
California
$300K – – –
CA
697
Cullinan Associates
Kentucky
$300K – – –
BCMO
698
Buckingham Capital Management (Ohio)
Ohio
$298K -$3.3K -44 -1%
FLAM
699
First Light Asset Management
Minnesota
$298K – – –
AP
700
Advisor Partners
California
$296K +$36.8K +493 +14%
26 27
28
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