NVS icon

Novartis
NVS

Overview Fund Activity

986 hedge funds and large institutions have $19.3B invested in Novartis in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 343 increasing their positions, 397 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-25
Holders Change %
-2.47%
% of All Funds
22.6%
Holding in Top 10
13
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-45.83%
% of All Funds
0.3%
New
65
Increased
343
Reduced
397
Closed
82
Calls
$96.7M
Puts
$26.8M
Net Calls
+$69.9M
Net Calls Change
+$29.6M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$298M
2
Boston Partners
Boston Partners
Massachusetts
$424M
3
Renaissance Technologies
Renaissance Technologies
New York
$291M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$79.5M
5
Franklin Resources
Franklin Resources
California
$1.19B

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$358M
2
BBHC
Brown Brothers Harriman & Co
New York
$608M
3
MWNA
Marshall Wace North America
New York
$61.4M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$545M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
226
Northeast Investment Management
Massachusetts
$4.48M -$350K -5,175 -7%
SSB
227
Sandy Spring Bank
Maryland
$4.42M -$277K -4,087 -6%
Creative Planning
228
Creative Planning
Kansas
$4.37M +$30.5K +450 +0.7%
ARMC
229
American Research & Management Company
Massachusetts
$4.36M +$47.2K +698 +1%
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$4.29M -$138K -2,042 -3%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$4.27M +$192K +2,842 +5%
SC
232
Scotia Capital
Ontario, Canada
$4.26M +$43.4K +603 +1%
GAM
233
Griffin Asset Management
New York
$4.23M -$139K -2,055 -3%
RW
234
Rand Wealth
Maryland
$4.22M -$705K -10,421 -14%
CTA
235
Chesley Taft & Associates
Illinois
$4.19M -$493K -7,283 -11%
SCM
236
Sio Capital Management
New York
$4.16M +$4.16M +61,380 New
ANTB
237
AMG National Trust Bank
Colorado
$4.15M +$1.43M +21,066 +52%
GCM
238
Garland Capital Management
Washington
$4.14M +$101K +1,486 +2%
ECM
239
ETrade Capital Management
Virginia
$4.12M +$561K +8,284 +16%
FPTW
240
Franklin, Parlapiano, Turner & Welch
Texas
$4.07M +$126K +1,866 +3%
SCM
241
Stonebridge Capital Management
California
$4.06M +$71.1K +1,031 +2%
CAM
242
Carret Asset Management
New York
$3.99M +$95.8K +1,416 +2%
HA
243
Hamel Associates
New Jersey
$3.98M -$19.6K -290 -0.5%
CS
244
Credit Suisse
Switzerland
$3.97M +$3.19M +47,091 +406%
AllianceBernstein
245
AllianceBernstein
Tennessee
$3.92M -$104K -1,531 -3%
LG
246
LaFleur & Godfrey
Michigan
$3.89M +$94K +1,389 +2%
LNB
247
Ledyard National Bank
$3.86M -$852K -12,585 -18%
OWD
248
Osborn Williams & Donohoe
Ohio
$3.85M -$9.41K -139 -0.2%
OC
249
Oppenheimer & Co
New York
$3.84M +$97.5K +1,440 +3%
QIM
250
Quantitative Investment Management
Virginia
$3.73M +$3.73M +55,130 New
8 9
10
11 12