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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 %
CAW
876
Cornerstone Advisors (Washington)
Washington
$19K +$11.1K +149 +139%
MPWT
877
MassMutual Private Wealth & Trust
Connecticut
$18.6K – – –
TA
878
Teachers Advisors
New York
$18K – – –
CBT
879
Central Bank & Trust
Kentucky
$18K – – –
MCIA
880
Mountain Capital Investment Advisors
Colorado
$18K +$18K +234 New
BCM
881
Blume Capital Management
California
$17K -$31.4K -412 -65%
BWP
882
Baldwin Wealth Partners
Massachusetts
$17K -$2.82K -37 -14%
MBT
883
Monroe Bank & Trust
Michigan
$17K – – –
LCM
884
Liberty Capital Management
Michigan
$16K – – –
CHP
885
Cable Hill Partners
Oregon
$15K -$55.8K -781 -79%
ANBT
886
American National Bank & Trust
Texas
$15K -$14.6K -198 -49%
RPG
887
Risk Paradigm Group
Texas
$13K – – –
AC
888
Alexandria Capital
Virginia
$13K – – –
NCM
889
New Capital Management
Texas
$13K – – –
CJA
890
C-J Advisory
California
$13K – – –
OFS
891
Orrstown Financial Services
Pennsylvania
$13K +$13K +167 New
VCM
892
Versant Capital Management
Arizona
$12K – – –
APSP
893
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K +$11K +151 New
BWA
894
Burt Wealth Advisors
Maryland
$10K – – –
CFD
895
Creative Financial Designs
Indiana
$10K – – –
DPA
896
Delphi Private Advisors
California
$10K – – –
DOA
897
D'Orazio & Associates
Virginia
$9K – – –
WIM
898
Westside Investment Management
California
$8.37K -$10.6K -144 -56%
CPA
899
Cowen Prime Advisors
New York
$8K – – –
MIM
900
Macroview Investment Management
Maryland
$8K +$8K +108 New
34 35
36
37 38