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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 %
CLOS
826
Compagnie Lombard Odier SCmA
Switzerland
$61K -$14.1K -189 -19%
GBT
827
Grove Bank & Trust
Florida
$60K -$183K -2,450 -75%
PFO
828
Pathstone Family Office
New Jersey
$59K +$43K +569 +268%
AF
829
Arrow Financial
New York
$58K – – –
GWS
830
Glassman Wealth Services
Virginia
$57K +$27.6K +370 +94%
VWA
831
V Wealth Advisors
Kansas
$57K +$57K +779 New
H
832
Hexavest
Quebec, Canada
$55K – – –
VIA
833
Vantage Investment Advisors
Pennsylvania
$53K +$26.2K +352 +98%
LF
834
Lee Financial
Texas
$50K – – –
KAS
835
Kemnay Advisory Services
New York
$50K – – –
JWA
836
JFS Wealth Advisors
Pennsylvania
$50K – – –
AIM
837
Acrospire Investment Management
Illinois
$50K +$25K +335 +100%
HCM
838
Highlander Capital Management
New Jersey
$49K – – –
ST
839
Smithfield Trust
Pennsylvania
$46K – – –
FMP
840
Financial Management Professionals
Texas
$45K – – –
BWM
841
Baystate Wealth Management
Massachusetts
$42K -$50.4K -670 -55%
PCM
842
Polaris Capital Management
Massachusetts
$42K – – –
ST
843
Sageworth Trust
Pennsylvania
$42K +$8.43K +112 +25%
MWM
844
Mascoma Wealth Management
New Hampshire
$42K +$16.8K +223 +67%
KF
845
Krilogy Financial
Missouri
$41K +$2.09K +28 +5%
JFGIW
846
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K -$27.9K -374 -42%
BWA
847
BDO Wealth Advisors
Florida
$38K +$38K +502 New
LYV
848
Live Your Vision
Pennsylvania
$37K – – –
PK
849
Pflug Koory
Nebraska
$36K – – –
MFBTD
850
MB Financial Bank - Trust Department
Illinois
$34K -$11.3K -152 -25%
32 33
34
35 36