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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 %
ACM
901
AUA Capital Management
Pennsylvania
$8K +$8K +109 New
DAM
902
Delta Asset Management
Tennessee
$7K -$2.7K -37 -28%
HDIM
903
Hanson & Doremus Investment Management
Vermont
$7K – – –
PCM
904
Prelude Capital Management
New York
$7K +$7K +90 New
NIC
905
Northwest Investment Counselors
Oregon
$6K +$6K +84 New
AP
906
Atwood & Palmer
Missouri
$6K +$6K +84 New
KTC
907
Kistler-Tiffany Companies
Pennsylvania
$5K -$21.1K -283 -81%
SJIM
908
St. Johns Investment Management
Florida
$5K – – –
GBBWRPM
909
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K – – –
IDBONY
910
Israel Discount Bank of New York
New York
$5K – – –
VCM
911
Vigilant Capital Management
Maine
$5K +$5K +67 New
SWA
912
Sutton Wealth Advisors
Florida
$4.42K – – –
AUB
913
Atlantic Union Bankshares
Virginia
$3.13K +$8 +110 +0.3%
LWA
914
Lowe Wealth Advisors
Maryland
$2K – – –
AIS
915
Accurate Investment Solutions
Pennsylvania
$2K – – –
BIMC
916
Benson Investment Management Company
Virginia
$1K – – –
MWM
917
MinichMacGregor Wealth Management
New York
$1K – – –
WA
918
WealthTrust-Arizona
Arizona
$1K +$56 +1 +6%
IWM
919
IHT Wealth Management
Illinois
$1 – -93 -16%
Arrowstreet Capital
920
Arrowstreet Capital
Massachusetts
– -$98.6M -1,481,634 Closed
TH
921
TCTC Holdings
Texas
– -$32.2M -483,764 Closed
GFPC
922
Global Financial Private Capital
Florida
– -$17.3M -259,676 Closed
HI
923
Honeywell International
North Carolina
– -$11.9M -178,560 Closed
CGT
924
Capital Guardian Trust
California
– -$11.7M -176,077 Closed
D.E. Shaw & Co
925
D.E. Shaw & Co
New York
– -$11.3M -169,776 Closed
35 36
37
38 39