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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 %
QT
201
Quantbot Technologies
New York
$6.87M +$5.03M +67,279 +274%
ZAM
202
Zevin Asset Management
Massachusetts
$6.83M +$134K +1,788 +2%
GT
203
Glenmede Trust
Pennsylvania
$6.82M – – –
AIIMS
204
Analyst IMS Investment Management Services
Israel
$6.78M -$406K -5,431 -6%
Millennium Management
205
Millennium Management
New York
$6.73M -$108M -1,445,258 -94%
CCMIC
206
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$6.71M +$740K +9,888 +12%
WCM
207
Wallace Capital Management
Texas
$6.59M +$194K +2,592 +3%
LPL Financial
208
LPL Financial
California
$6.53M +$5.18M +69,245 +383%
WT
209
Whittier Trust
California
$6.46M -$133K -1,779 -2%
LTFS
210
Ladenburg Thalmann Financial Services
Florida
$6.36M +$223K +2,976 +4%
CLCM
211
Crawford Lake Capital Management
New Jersey
$6.29M +$6.29M +84,074 New
CCT
212
Country Club Trust
Missouri
$6.28M -$121K -1,621 -2%
DLCIG
213
D.L. Carlson Investment Group
New Hampshire
$6.1M +$3.21M +42,865 +111%
MJP
214
Michael J. Puzo
$6.05M +$39.6K +530 +0.7%
First Manhattan
215
First Manhattan
New York
$5.98M -$1.4M -18,693 -19%
GHA
216
GW Henssler & Associates
Georgia
$5.97M +$370K +4,952 +7%
SSB
217
Sandy Spring Bank
Maryland
$5.94M -$263K -3,502 -4%
BIC
218
Beach Investment Counsel
Pennsylvania
$5.59M -$18.5K -247 -0.3%
SC
219
Scotia Capital
Ontario, Canada
$5.57M -$35.8K -479 -0.6%
BCM
220
Bourgeon Capital Management
Connecticut
$5.43M +$1.22M +16,254 +29%
ISL
221
Ingalls & Snyder LLC
New York
$5.41M -$7.55K -101 -0.1%
NIM
222
Northeast Investment Management
Massachusetts
$5.33M -$292K -3,908 -5%
IHL
223
Investment House LLC
California
$5.31M +$8.38K +112 +0.2%
RW
224
Rand Wealth
Maryland
$5.22M +$29.4K +393 +0.6%
CTA
225
Chesley Taft & Associates
Illinois
$5.06M +$66.3K +886 +1%
7 8
9
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