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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 %
GEA
851
Glen Eagle Advisors
New Jersey
$33.4K – – –
GI
852
Gradient Investments
Minnesota
$33K -$6.81K -92 -17%
FCFS
853
First Command Financial Services
Texas
$33K – – –
IP
854
Isthmus Partners
Wisconsin
$33K – – –
FCB
855
First Command Bank
Texas
$33K – – –
HA
856
Harfst & Associates
Wyoming
$33K +$219 +3 +0.7%
RAM
857
Riggs Asset Management
Pennsylvania
$33K +$33K +446 New
NCM
858
Nelson Capital Management
California
$31K -$5.11M -68,586 -99%
GRP
859
Global Retirement Partners
California
$29K -$7.01K -94 -19%
CFA
860
Camarda Financial Advisors
Florida
$29K +$29K +384 New
MIFH
861
Migdal Insurance & Financial Holdings
Israel
$26K -$12.5K -167 -33%
NC
862
NewSquare Capital
Pennsylvania
$26K +$676 +9 +3%
EWM
863
Evercore Wealth Management
New York
$25K +$25K +335 New
TC
864
Trust Company
Kansas
$24K -$26K -343 -52%
TCM
865
Tradewinds Capital Management
Washington
$24K -$2.71K -36 -10%
OSNBOA
866
Old Second National Bank of Aurora
Illinois
$24K – – –
BL
867
Balentine LLC
Georgia
$24K +$1.18K +16 +5%
AF
868
Allworth Financial
California
$23K -$3.97K -53 -15%
KPCM
869
Kings Point Capital Management
New York
$23K – – –
KIG
870
Kessler Investment Group
Indiana
$23K – – –
AIM
871
Advantage Investment Management
Iowa
$23K – – –
Carson Wealth (CWM LLC)
872
Carson Wealth (CWM LLC)
Nebraska
$22K +$4.19K +57 +24%
PCFFS
873
Pacific Center for Financial Services
California
$21K – – –
Nisa Investment Advisors
874
Nisa Investment Advisors
Missouri
$20K -$16.1K -245 -45%
TDC
875
Thompson Davis & Co
Virginia
$20K +$303 +4 +2%
33 34
35
36 37