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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 %
CWM
776
Cornerstone Wealth Management
Missouri
$203K +$203K +2,764 New
BWP
777
BSW Wealth Partners
Colorado
$201K +$201K +2,685 New
CFG
778
Citizens Financial Group
Rhode Island
$200K -$30.6K -410 -13%
DBT
779
Dubuque Bank & Trust
Iowa
$192K -$19.3K -258 -9%
LIA
780
LS Investment Advisors
Michigan
$191K – – –
NEAM
781
New England Asset Management
Connecticut
$188K – – –
BAM
782
Barrett Asset Management
New York
$188K +$163K +2,176 +650%
JCM
783
Jacobi Capital Management
Pennsylvania
$185K -$77.1K -1,045 -29%
SAM
784
Security Asset Management
New York
$185K – – –
FPB
785
First PREMIER Bank
South Dakota
$183K -$4.34K -58 -2%
MFW
786
Mosaic Family Wealth
Missouri
$179K +$10.3K +138 +6%
CFG
787
CKW Financial Group
Hawaii
$176K – – –
CAL
788
Capital Analysts LLC
Pennsylvania
$165K – – –
Barclays
789
Barclays
United Kingdom
$160K -$685K -9,176 -81%
WAS
790
WESPAC Advisors SoCal
California
$154K -$2.09K -28 -1%
AWM
791
Avior Wealth Management
Nebraska
$151K – – –
HL
792
Harding Loevner
New Jersey
$146K +$146K +1,953 New
CFN
793
Cordasco Financial Network
Florida
$142K – – –
MMG
794
Monetary Management Group
Missouri
$137K – – –
SQA
795
Simon Quick Advisors
New Jersey
$133K – – –
NSIM
796
North Star Investment Management
Illinois
$129K +$1.35K +18 +1%
MRCM
797
M&R Capital Management
New Jersey
$120K -$3.95K -53 -3%
HR
798
Howe & Rusling
New York
$112K – – –
TWA
799
TCI Wealth Advisors
Arizona
$110K -$4.92K -66 -4%
AAP
800
Arax Advisory Partners
Colorado
$104K +$29.9K +399 +40%
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