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 %
M&T Bank
101
M&T Bank
New York
$21.3M -$147K -1,962 -0.7%
FFIC
102
First Fiduciary Investment Counsel
Ohio
$20.5M -$295K -3,945 -1%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$20.3M +$1.3M +17,377 +7%
AR
104
Advisory Research
Illinois
$19.9M +$13.4M +178,657 +205%
UCFA
105
United Capital Financial Advisors
Texas
$19.8M +$1.02M +13,690 +5%
SI
106
Scout Investments
Missouri
$19.6M +$302K +4,039 +2%
First Trust Advisors
107
First Trust Advisors
Illinois
$19.5M -$701K -9,371 -3%
Massachusetts Financial Services
108
Massachusetts Financial Services
Massachusetts
$19.3M -$4.04M -53,998 -17%
SC
109
Samlyn Capital
New York
$19.1M -$8.9M -118,965 -32%
US Bancorp
110
US Bancorp
Minnesota
$18.8M -$7.33M -98,034 -28%
PAS
111
Professional Advisory Services
Florida
$18.7M -$969K -12,955 -5%
TIM
112
Thornburg Investment Management
New Mexico
$18.3M -$28.4M -380,084 -61%
VanEck Associates
113
VanEck Associates
New York
$18.1M -$3.94M -52,662 -18%
MAP
114
Managed Asset Portfolios
Michigan
$17.7M +$555K +7,427 +3%
EIA
115
Edgemoor Investment Advisors
Maryland
$17.5M +$305K +4,081 +2%
WG
116
Welch Group
Alabama
$17.2M +$1.38M +18,489 +9%
MTC
117
McDaniel Terry & Co
Texas
$16.8M +$29.6K +396 +0.2%
NFA
118
Nationwide Fund Advisors
Ohio
$16.4M +$11.9M +159,665 +267%
TBC
119
Tweedy, Browne Co
Connecticut
$16.4M -$695K -9,291 -4%
KFS
120
Kurt F. Somerville
$16.2M +$247K +3,303 +2%
BFS
121
Bradley Foster & Sargent
Connecticut
$16M -$564K -7,547 -3%
SFM
122
Sphera Funds Management
Israel
$16M -$4.39M -61,380 -22%
FCI
123
Financial Counselors Inc
Kansas
$15.7M +$374K +4,997 +2%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$15.4M -$1.73M -23,137 -10%
JFL
125
Jarislowsky, Fraser Ltd
Quebec, Canada
$15M +$1.21M +16,234 +9%
3 4
5
6 7