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 %
CCM
76
Causeway Capital Management
California
$30.8M +$2.58M +34,437 +9%
Brown Advisory
77
Brown Advisory
Maryland
$30.3M -$749K -10,011 -2%
Lord, Abbett & Co
78
Lord, Abbett & Co
New Jersey
$29.6M +$29.6M +395,433 New
DSA
79
Davis Selected Advisers
Arizona
$29.5M +$4.52M +60,387 +18%
WFMPM
80
Woodley Farra Manion Portfolio Management
Indiana
$28.7M +$1.3M +17,375 +5%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$28.4M -$1.79M -23,945 -6%
Chevy Chase Trust
82
Chevy Chase Trust
Maryland
$28.1M +$1.57M +20,987 +6%
Balyasny Asset Management
83
Balyasny Asset Management
Illinois
$27.3M +$27.3M +364,499 New
Truist Financial
84
Truist Financial
North Carolina
$26.8M -$473K -6,319 -2%
GF
85
Gabelli Funds
New York
$26.4M -$334K -4,464 -1%
BTS
86
BB&T Securities
Virginia
$26.2M -$31.8M -424,686 -55%
O
87
OppenheimerFunds
New York
$26M +$185K +2,478 +0.7%
Fiera Capital (Canada)
88
Fiera Capital (Canada)
Quebec, Canada
$25M -$1.21M -16,210 -5%
PNC
89
Park National Corp
Ohio
$24.9M +$253K +3,381 +1%
RMCM
90
Reynders McVeigh Capital Management
Massachusetts
$24.8M -$13.5K -180 -0.1%
BG
91
Bahl & Gaynor
Ohio
$24M -$13.3M -177,771 -36%
EVM
92
Eaton Vance Management
Massachusetts
$23.8M -$585K -7,824 -2%
CCM
93
Compass Capital Management
Minnesota
$23.6M +$251K +3,358 +1%
Federated Hermes
94
Federated Hermes
Pennsylvania
$22.9M -$176M -2,348,781 -88%
OAM
95
Oppenheimer Asset Management
New York
$21.7M +$1.2M +16,079 +6%
GG
96
Gofen & Glossberg
Illinois
$21.6M -$291K -3,889 -1%
HighTower Advisors
97
HighTower Advisors
Illinois
$21.4M +$126K +1,680 +0.6%
CFB
98
Cullen/Frost Bankers
Texas
$21.4M -$528K -7,059 -2%
OCAM
99
Onex Canada Asset Management
Ontario, Canada
$21.4M +$10.9M +145,303 +103%
Stifel Financial
100
Stifel Financial
Missouri
$21.4M -$3.81M -50,932 -15%
2 3
4
5 6