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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 %
CHC
801
City Holding Co
West Virginia
$102K +$4.51K +60 +5%
WA
802
WFG Advisors
Texas
$102K +$28.1K +376 +38%
OIA
803
OneDigital Investment Advisors
Kansas
$102K +$102K +1,367 New
PO
804
Private Ocean
California
$100K – – –
EWM
805
Endurance Wealth Management
Rhode Island
$99K – – –
PAM
806
Panagora Asset Management
Massachusetts
$98K – – –
EDRH
807
Edmond de Rothschild Holding
Switzerland
$97K – – –
HFM
808
Hartford Financial Management
Connecticut
$95K +$8.22K +111 +9%
CCM
809
Cribstone Capital Management
Maine
$92K -$16.5K -220 -15%
WC
810
Whitnell & Co
Illinois
$91K – – –
AOWM
811
Alpha Omega Wealth Management
Virginia
$87K – – –
PMFA
812
Plante Moran Financial Advisors
Michigan
$85K +$9.92K +132 +13%
AIP
813
Ameritas Investment Partners
Nebraska
$84K -$1.48K -20 -2%
FWM
814
Focused Wealth Management
New York
$84K +$374 +5 +0.4%
HI
815
Hudock Inc
Pennsylvania
$78K +$6.83K +92 +10%
AIM
816
Arcadia Investment Management
Michigan
$76K – – –
PR
817
Payden & Rygel
California
$73K – – –
TF
818
Tompkins Financial
New York
$73K – – –
WEC
819
Winslow Evans & Crocker
Massachusetts
$71.1K -$29.2K -390 -29%
Schroder Investment Management Group
820
Schroder Investment Management Group
United Kingdom
$70K – – –
BNP Paribas Financial Markets
821
BNP Paribas Financial Markets
France
$69.1K -$3.14K -42 -4%
WA
822
Winfield Associates
Ohio
$66K +$829 +11 +1%
PWM
823
Perigon Wealth Management
California
$64K -$269K -3,605 -81%
SIAS
824
Shine Investment Advisory Services
Colorado
$62K +$62K +828 New
QAM
825
QCI Asset Management
New York
$61K -$17.3K -229 -22%
31 32
33
34 35