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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 %
KCM
726
Kanawha Capital Management
Virginia
$259K – – –
CS
727
Credential Securities
$256K -$8.07K -107 -3%
ZIC
728
ZWJ Investment Counsel
Georgia
$256K -$10.5K -140 -4%
BRWA
729
B. Riley Wealth Advisors
Florida
$256K +$256K +3,410 New
Verition Fund Management
730
Verition Fund Management
Connecticut
$255K -$363K -4,850 -59%
MSS
731
Mitchell Sinkler & Starr
Pennsylvania
$255K – – –
PWMAG
732
Pinnacle Wealth Management Advisory Group
New Jersey
$255K +$3.66K +49 +1%
SSW
733
Smith Shellnut Wilson
Mississippi
$254K +$254K +3,431 New
CBU
734
CIBC Bank USA
Illinois
$253K -$23.3K -311 -8%
AIA
735
Allegis Investment Advisors
Idaho
$253K +$253K +3,381 New
LNC
736
Lincoln National Corp
Pennsylvania
$253K +$253K +3,394 New
FA
737
Fortis Advisors
Pennsylvania
$252K – – –
IIA
738
IPG Investment Advisors
California
$250K – – –
CIM
739
CIM Investment Management
Pennsylvania
$250K – – –
FMW
740
Farr Miller & Washington
District of Columbia
$247K +$823 +11 +0.3%
SNT
741
Security National Trust
West Virginia
$246K -$54.3K -726 -18%
SBL
742
Sargent Bickham Lagudis
Colorado
$246K -$224 -3 -0.1%
ST
743
Spinnaker Trust
Maine
$246K – – –
APP
744
Avantax Planning Partners
Iowa
$246K +$246K +3,284 New
HJA
745
Hugh Johnson Advisors
New York
$246K +$246K +3,288 New
BCM
746
Brookstone Capital Management
Illinois
$245K +$2.62K +35 +1%
BWM
747
BerganKDV Wealth Management
Minnesota
$244K -$2.92K -39 -1%
WP
748
WealthSource Partners
California
$242K -$26.7K -357 -10%
SMC
749
Smith, Moore & Co
Missouri
$242K +$4.41K +59 +2%
Cetera Investment Advisers
750
Cetera Investment Advisers
Illinois
$241K +$241K +3,193 New
28 29
30
31 32