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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 %
William Blair & Company
126
William Blair & Company
Illinois
$14.8M +$2.32M +30,961 +19%
EWA
127
Exencial Wealth Advisors
Oklahoma
$14.6M -$1.12M -15,038 -7%
AWCI
128
Alpine Woods Capital Investors
New York
$14.4M -$71.2K -952 -0.5%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$14.1M +$727K +9,725 +5%
DCM
130
Dynamic Capital Management
Jersey
$14M +$14M +187,138 New
PSUF
131
People's United Financial
Connecticut
$13.8M +$93.9K +1,256 +0.7%
HCM
132
Howland Capital Management
Massachusetts
$13.5M +$393K +5,252 +3%
HTHT
133
Hemenway Trust Hemenway Trust
New Hampshire
$13.2M +$572K +7,645 +5%
LMIM
134
Lockheed Martin Investment Management
Maryland
$13M – – –
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$13M -$184K -2,455 -1%
WAM
136
World Asset Management
Michigan
$12.9M -$748K -9,995 -5%
Comerica Bank
137
Comerica Bank
Texas
$12.8M -$1.49M -19,754 -10%
CIM
138
Confluence Investment Management
Missouri
$12.7M +$644K +8,613 +5%
GGI
139
Godsey & Gibb Inc
Virginia
$12.6M +$311K +4,163 +3%
PHS
140
Pekin Hardy Strauss
Illinois
$11.7M -$41.1K -549 -0.4%
CIM
141
Corda Investment Management
Texas
$11.4M +$951K +12,711 +9%
ACM
142
Advisors Capital Management
New Jersey
$11.1M +$675K +9,028 +6%
1832 Asset Management
143
1832 Asset Management
Ontario, Canada
$11M -$4.95M -66,149 -31%
BCAM
144
Boston Common Asset Management
Massachusetts
$11M -$355K -4,751 -3%
CBT
145
Capital Bank & Trust
California
$10.9M +$10.9M +146,203 New
PSC
146
Prentiss Smith & Co
Vermont
$10.8M -$630K -8,422 -6%
FT
147
Fiduciary Trust
Massachusetts
$10.5M -$412K -5,505 -4%
CSIC
148
Clifford Swan Investment Counsel
California
$10.5M +$450K +6,015 +4%
Citigroup
149
Citigroup
New York
$10.4M +$1.99M +26,641 +24%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$10.1M +$3.64M +48,688 +56%
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