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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 %
GC
176
Gratus Capital
Georgia
$8.11M +$139K +1,855 +2%
AAMU
177
Amundi Asset Management US
Massachusetts
$8.06M +$8.06M +107,694 New
M
178
MOTCO
Texas
$7.98M -$89.7K -1,200 -1%
FNBOO
179
First National Bank of Omaha
Nebraska
$7.95M -$182K -2,439 -2%
FBC
180
Fairfield, Bush & Co
Connecticut
$7.91M +$9.2K +123 +0.1%
AssetMark Inc
181
AssetMark Inc
California
$7.83M +$38K +508 +0.5%
BCM
182
Buckhead Capital Management
Georgia
$7.8M +$497K +6,646 +7%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$7.76M +$1.3M +17,443 +20%
BCB
184
Brian C. Broderick
$7.73M +$160K +2,132 +2%
TBA
185
Tower Bridge Advisors
Pennsylvania
$7.64M -$1.58M -21,115 -17%
ANTB
186
AMG National Trust Bank
Colorado
$7.6M -$3.03M -40,526 -29%
BC
187
Brinker Capital
Pennsylvania
$7.58M +$2.25M +29,958 +42%
DMIC
188
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.5M +$106K +1,412 +1%
TU
189
TDAM USA
Ontario, Canada
$7.47M -$17.7K -235 -0.2%
LWCFA
190
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.47M -$377K -4,940 -5%
SWK
191
Stephen W. Kidder
$7.44M -$3.29K -44 -0%
KeyBank National Association
192
KeyBank National Association
Ohio
$7.3M -$39.6K -529 -0.5%
FGP
193
Foyston, Gordon, & Payne
Ontario, Canada
$7.26M -$133K -1,784 -2%
EVM
194
Evelyn V. Moreno
$7.2M -$67.2K -898 -0.9%
PAM
195
Private Asset Management
California
$7.19M -$224K -2,995 -3%
GC
196
Guardian Capital
Ontario, Canada
$7.11M -$33.1K -442 -0.5%
PMG
197
ProVise Management Group
Florida
$7.1M +$770K +10,298 +12%
PP
198
Patten & Patten
Tennessee
$7.07M -$8.08K -108 -0.1%
CCM
199
Cohen Capital Management
California
$7.01M – – –
FTIOP
200
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.96M +$1.4M +18,767 +25%
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