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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 %
FIM
701
Frontier Investment Management
Texas
$295K +$4.72K +63 +2%
AWM
702
AE Wealth Management
Kansas
$294K -$555K -7,419 -65%
PCM
703
Palisade Capital Management
New Jersey
$293K – – –
WI
704
Wintrust Investments
Illinois
$291K +$14.5K +194 +5%
WMSA
705
Weiss Multi-Strategy Advisers
New York
$289K -$2.69K -36 -0.9%
AZA
706
Arthur Zaske & Associates
Michigan
$288K – – –
LNB
707
Ledyard National Bank
$286K +$2.54K +34 +0.9%
HIC
708
Holderness Investments Company
North Carolina
$286K +$14.6K +196 +5%
CIS
709
Connors Investor Services
Pennsylvania
$284K – – –
SFS
710
Sowell Financial Services
Arkansas
$283K – – –
SEC
711
Seven Eight Capital
New York
$281K +$281K +3,756 New
TA
712
Tiedemann Advisors
New York
$279K -$15.6K -208 -5%
BW
713
Bison Wealth
Georgia
$278K +$8.38K +112 +3%
MAA
714
Matrix Asset Advisors
New York
$278K +$278K +3,721 New
DDPIC
715
Deroy & Devereaux Private Investment Counsel
Michigan
$275K -$12.5K -167 -4%
PCA
716
Peddock Capital Advisors
Massachusetts
$274K +$75 +1 +0%
CNBT
717
Canandaigua National Bank & Trust
New York
$271K -$59.5K -795 -18%
WSCM
718
Wellington Shields Capital Management
New York
$270K -$2.32K -31 -0.9%
TSS
719
Two Sigma Securities
New York
$268K -$43.8K -586 -14%
RA
720
RFG Advisory
Alabama
$268K +$14.4K +196 +6%
FFC
721
First Financial Corp
Indiana
$267K -$698K -9,315 -72%
SYBT
722
Stock Yards Bank & Trust
Kentucky
$266K – – –
HAG
723
HighPoint Advisor Group
Illinois
$265K – – –
CDH
724
Charles D. Hyman
$263K +$263K +3,510 New
BJL
725
Brighton Jones LLC
Washington
$263K +$263K +3,513 New
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