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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 %
CAM
151
Capstone Asset Management
Texas
$10.1M -$628K -8,395 -6%
Jane Street
152
Jane Street
New York
$9.96M +$7.48M +100,008 +302%
NPF
153
Norris Perne & French
Michigan
$9.92M -$10.9K -146 -0.1%
WIC
154
Wilkins Investment Counsel
Massachusetts
$9.82M +$41.7K +558 +0.4%
JGUA
155
John G. Ullman & Associates
New York
$9.8M +$323K +4,313 +3%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$9.76M +$2.05M +27,449 +27%
Point72 Asset Management
157
Point72 Asset Management
Connecticut
$9.67M -$46.3M -619,046 -83%
GJIC
158
Gamble Jones Investment Counsel
California
$9.59M -$535K -7,153 -5%
AAM
159
Advisors Asset Management
Colorado
$9.54M +$648K +8,664 +7%
TCOV
160
Trust Company of Vermont
Vermont
$9.24M +$293K +3,915 +3%
TNB
161
Thomasville National Bank
Georgia
$9.21M +$1.36M +18,163 +17%
WF
162
Welch & Forbes
Massachusetts
$8.96M +$263K +3,515 +3%
CT
163
Cambridge Trust
Massachusetts
$8.93M +$4.34M +57,966 +94%
VW
164
Vantage Wealth
California
$8.89M -$184K -2,466 -2%
VV
165
Verity & Verity
South Carolina
$8.79M +$113K +1,517 +1%
TAM
166
Trillium Asset Management
Massachusetts
$8.75M +$574K +7,677 +7%
BONST
167
Bank of Nova Scotia Trust
Ontario, Canada
$8.7M +$115K +1,544 +1%
BCM
168
Brookmont Capital Management
Texas
$8.66M -$318K -4,247 -4%
CIBC World Market
169
CIBC World Market
Ontario, Canada
$8.64M +$3.56M +47,626 +70%
PA
170
Pinnacle Associates
New York
$8.45M +$1.94M +25,988 +30%
HC
171
Hawkins Capital
Texas
$8.35M – – –
Jones Financial Companies
172
Jones Financial Companies
Missouri
$8.18M +$454K +6,070 +6%
AAIM
173
American Assets Investment Management
California
$8.18M – – –
GD
174
Grandfield & Dodd
New York
$8.15M +$259K +3,465 +3%
RFM
175
Royal Fund Management
Florida
$8.11M +$694K +9,276 +9%
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