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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 %
SI
751
SII Investments
Wisconsin
$236K -$45.6K -614 -16%
WB
752
WesBanco Bank
West Virginia
$235K +$235K +3,153 New
CGA
753
Crescent Grove Advisors
Illinois
$234K +$234K +3,131 New
CGL
754
Clarius Group LLC
Washington
$233K -$8.37K -112 -3%
FFA
755
First Foundation Advisors
California
$230K +$230K +3,077 New
HCA
756
Heck Capital Advisors
Wisconsin
$229K -$17.1K -228 -7%
SBIA
757
Sheaff Brock Investment Advisors
Indiana
$228K +$228K +3,048 New
MMPW
758
Mitchell McLeod Pugh & Williams
Alabama
$227K – – –
LW
759
Linscomb Wealth
Texas
$227K +$227K +3,038 New
VST
760
Van Strum & Towne
California
$226K – – –
DY
761
Dowling & Yahnke
California
$224K -$31K -414 -12%
CG
762
Colony Group
Massachusetts
$224K +$224K +3,000 New
ZCA
763
Zeke Capital Advisors
Pennsylvania
$223K -$50.1K -670 -18%
BCM
764
BTC Capital Management
Iowa
$223K +$223K +2,983 New
KWM
765
Kingsview Wealth Management
Oregon
$219K +$219K +2,927 New
FC
766
Forte Capital
New York
$217K -$20.9K -279 -9%
SSA
767
South Street Advisors
New York
$217K +$217K +2,902 New
ARMT
768
Amica Retiree Medical Trust
Rhode Island
$216K – – –
RMDI
769
R.M. Davis Inc
Maine
$216K +$216K +2,888 New
BCM
770
Becker Capital Management
Oregon
$215K -$19.7K -263 -8%
EFSCE
771
Enterprise Financial Services Corp (EFSC)
Missouri
$215K +$3.51K +47 +2%
CPIG
772
Chicago Partners Investment Group
Illinois
$215K +$127K +1,793 +145%
BA
773
Boston Advisors
Massachusetts
$215K +$215K +2,877 New
SSWM
774
Sheets Smith Wealth Management
North Carolina
$213K +$213K +2,846 New
BWAM
775
Boyd Watterson Asset Management
Ohio
$204K +$204K +2,724 New
29 30
31
32 33