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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 %
PAM
951
Princeton Alpha Management
New Jersey
– -$415K -6,233 Closed
Mariner
952
Mariner
Kansas
– -$334K -5,025 Closed
TNBTD
953
Trustmark National Bank Trust Department
Mississippi
– -$308K -4,627 Closed
CC
954
Colrain Capital
Massachusetts
– -$297K -4,464 Closed
PL
955
Plancorp LLC
Missouri
– -$278K -4,185 Closed
VF
956
Virtu Financial
New York
– -$270K -4,057 Closed
RCAG
957
Rehmann Capital Advisory Group
Michigan
– -$269K -4,047 Closed
QSS
958
Quantitative Systematic Strategies
Florida
– -$269K -4,039 Closed
RG
959
Rathbones Group
United Kingdom
– -$250K -3,752 Closed
RBC
960
Ronald Blue & Co
Georgia
– -$217K -3,260 Closed
CPP
961
Crow Point Partners
Massachusetts
– -$132K -1,974 Closed
CAG
962
Crestwood Advisors Group
Massachusetts
– -$123K -1,760 Closed
ACS
963
Archford Capital Strategies
Illinois
– -$110K -1,652 Closed
Group One Trading
964
Group One Trading
Illinois
– -$89K -1,340 Closed
BIG
965
Bellwether Investment Group
Tennessee
– -$67K -1,004 Closed
ST
966
Spot Trading
Illinois
– -$48K -720 Closed
BKA
967
Brick & Kyle Associates
Pennsylvania
– -$45K -682 Closed
AA
968
Apriem Advisors
California
– -$45K -670 Closed
TFO
969
Tarbox Family Office
California
– -$25K -383 Closed
CYG
970
Clean Yield Group
Vermont
– -$19K -279 Closed
HIIFS
971
Harel Insurance Investments & Financial Services
Israel
– -$18K -270 Closed
CG
972
Cutler Group
California
– -$11K -173 Closed
WP
973
WealthPLAN Partners
Nebraska
– -$11.1K -167 Closed
PFGIA
974
Patriot Financial Group Insurance Agency
Massachusetts
– -$3K -39 Closed
YWP
975
YorkBridge Wealth Partners
New York
– -$2K -35 Closed
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