Novartis
NVS
920 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.
100% more funds holding in top 10
Funds holding in top 10: 20 → 40 (+20)
59% more call options, than puts
Call options by funds: $65M | Put options by funds: $40.8M
45% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 58
9% more capital invested
Capital invested by funds: $19.9B → $21.7B (+$1.87B)
1% more funds holding
Funds holding: 909 → 920 (+11)
0.26% less ownership
Funds ownership: 11.36% → 11.09% (-0.26%)
15% less repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 361
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$151M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$115M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$67.9M |
| 4 |
BlackRock
New York
|
+$56.7M |
| 5 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
+$43.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$166M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$108M |
| 3 |
Millennium Management
New York
|
-$102M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$98.6M |
| 5 |
Renaissance Technologies
New York
|
-$77.8M |
NVS Hedge Fund Activity: Q2 2017 in Review
920 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q2 2017, worth a combined $21.7B — up 9.4% from $19.9B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new NVS positions and 58 closed out — a net gain of 26 holders — while 308 added to existing stakes and 361 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $151M. The largest seller was Federated Hermes, cutting an estimated $166M.
- 920 institutional investors held Novartis (NVS) as of Q2 2017, up from 909 in Q1 2017.
- Funds reported $21.7B of Novartis stock for Q2 2017, up 9.4% quarter-over-quarter.
- 84 funds opened new Novartis positions in Q2 2017 and 58 closed out, a net change of +26 holders.
- The largest Novartis buyer in Q2 2017 was Janus Henderson Group, an estimated $151M added.
- The largest Novartis seller in Q2 2017 was Federated Hermes, an estimated $166M sold.
Based on aggregated 13F filings for Q2 2017.