NVS icon

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 %
AL
926
Airain Ltd
Guernsey
– -$6.92M -104,021 Closed
Walleye Trading
927
Walleye Trading
New York
– -$3.29K -49,354 Closed
Russell Investments Group
928
Russell Investments Group
United Kingdom
– -$2.74M -41,170 Closed
Voloridge Investment Management
929
Voloridge Investment Management
Florida
– -$2.43M -36,536 Closed
HI
930
HBK Investments
Texas
– -$2.3M -34,484 Closed
AWM
931
Arbor Wealth Management
Florida
– -$1.64M -22,716 Closed
WCBA
932
Weaver C. Barksdale & Associates
Tennessee
– -$1.29M -19,351 Closed
WI
933
WrapManager Inc
California
– -$1.28M -19,284 Closed
TH
934
Timber Hill
Connecticut
– -$1.14M -17,124 Closed
SDIC
935
South Dakota Investment Council
South Dakota
– -$1.1M -16,472 Closed
TCM
936
Teza Capital Management
Illinois
– -$1.09M -16,421 Closed
TW
937
Transform Wealth
Colorado
– -$1.03M -15,428 Closed
Simplex Trading
938
Simplex Trading
Illinois
– -$994K -14,938 Closed
NCM
939
Northside Capital Management
Oregon
– -$906K -13,615 Closed
SCM
940
Stevens Capital Management
Pennsylvania
– -$858K -12,898 Closed
PG
941
PEAK6 Group
Illinois
– -$852K -12,804 Closed
CWA
942
Cypress Wealth Advisors
California
– -$720K -10,814 Closed
BA
943
Bristol Advisors
Pennsylvania
– -$512K -7,700 Closed
Connor, Clark & Lunn Investment Management (CC&L)
944
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$512K -7,700 Closed
COI
945
Connable Office Inc
Michigan
– -$501K -7,529 Closed
FAM
946
Formidable Asset Management
Ohio
– -$525K -7,522 Closed
SGI
947
Summit Global Investments
Utah
– -$488K -7,332 Closed
CWM
948
Concert Wealth Management
California
– -$475K -7,286 Closed
ACM
949
Americafirst Capital Management
California
– -$456K -6,858 Closed
CPA
950
Capital Planning Advisors
California
– -$428K -6,425 Closed
36 37
38
39 40