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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 %
AG
51
Aperio Group
California
$63.2M +$5.07M +67,822 +9%
USSCPF
52
United States Steel & Carnegie Pension Fund
New York
$60.8M -$22.1M -295,454 -27%
SC
53
Saturna Capital
Washington
$57.2M -$20.9K -279 -0%
MIH
54
Madison Investment Holdings
Wisconsin
$54.5M +$852K +11,397 +2%
USAA
55
United Services Automobile Association
Texas
$53M +$52.4K +700 +0.1%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$51.1M +$6.54M +87,384 +15%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$50.2M -$445K -5,946 -0.9%
SAM
58
Sectoral Asset Management
Quebec, Canada
$46.7M +$7.26M +97,092 +18%
MIP
59
Mondrian Investment Partners
United Kingdom
$46.3M +$5.18M +69,265 +13%
BCPEM
60
Bain Capital Public Equity Management
Massachusetts
$45.8M +$45.8M +612,952 New
OCM
61
Osterweis Capital Management
California
$45.7M +$408K +5,452 +0.9%
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$44.8M +$8.54M +114,130 +24%
DADC
63
D.A. Davidson & Co
Montana
$42.8M +$4.6M +61,460 +12%
TAM
64
Tocqueville Asset Management
New York
$41.4M +$4.34M +58,031 +12%
Wellington Management Group
65
Wellington Management Group
Massachusetts
$41.2M -$13.2M -176,852 -24%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$40.4M -$1.75M -23,459 -4%
BC
67
Bartlett & Co
Ohio
$38.9M -$26.9K -360 -0.1%
SL
68
Summitry LLC
California
$37.4M +$723K +9,669 +2%
DWA
69
Douglass Winthrop Advisors
New York
$37.1M -$33.4K -446 -0.1%
CTB
70
Country Trust Bank
Illinois
$36.8M +$1.71M +22,846 +5%
DLA
71
Douglas Lane & Associates
New York
$35.9M -$1.49M -19,982 -4%
NPA
72
Nichols & Pratt Advisers
Massachusetts
$35.2M -$70.2K -938 -0.2%
TCM
73
Tekla Capital Management
Massachusetts
$33.3M +$12.5M +167,246 +60%
DP
74
Dearborn Partners
Illinois
$32.6M +$1.58M +21,140 +5%
MIS
75
Morningstar Investment Services
Illinois
$32.5M +$3.6M +48,187 +12%
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