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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 %
JAM
251
Jolley Asset Management
North Carolina
$3.73M +$44.6K +659 +1%
EGA
252
Eagle Global Advisors
Texas
$3.7M -$104K -1,533 -3%
ZCA
253
Zeke Capital Advisors
Pennsylvania
$3.69M +$3.36M +49,583 +999%
CA
254
Commerzbank Aktiengesellschaft
Germany
$3.66M +$440K +6,498 +14%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$3.65M +$123K +1,821 +3%
NAM
256
NorthCoast Asset Management
Connecticut
$3.62M +$1.02M +15,030 +39%
HKIM
257
Hayek Kallen Investment Management
Alabama
$3.61M -$62.2K -919 -2%
Pacer Advisors
258
Pacer Advisors
Pennsylvania
$3.57M +$557K +8,230 +19%
SEC
259
Seven Eight Capital
New York
$3.5M +$3.5M +51,633 New
FA
260
FDx Advisors
Illinois
$3.43M -$196K -2,902 -5%
GCA
261
Guardian Capital Advisors
Ontario, Canada
$3.42M +$92.7K +1,317 +3%
CWM
262
Cornerstone Wealth Management
Missouri
$3.38M +$3.34M +278,445 +7,591%
SF
263
Synovus Financial
Georgia
$3.36M +$67.4K +997 +2%
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$3.31M -$241K -3,567 -7%
CCMINC
265
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.26M +$18.3K +271 +0.6%
Citadel Advisors
266
Citadel Advisors
Florida
$3.26M -$2.3M -33,927 -41%
Allianz Asset Management
267
Allianz Asset Management
Germany
$3.25M +$25.5K +376 +0.8%
CBT
268
Capital Bank & Trust
California
$3.25M +$75.4K +1,114 +2%
LWCFA
269
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.22M -$1M -14,839 -24%
WIC
270
Whitegate Investment Counselors
New Hampshire
$3.22M +$11.3K +167 +0.4%
RFC
271
Regions Financial Corp
Alabama
$3.21M -$769K -11,358 -19%
ABP
272
Arthur B. Page
$3.2M -$26.6K -393 -0.8%
LWAC
273
Laurel Wealth Advisors (California)
California
$3.14M +$1.59M +23,447 +102%
WTC
274
WhitTier Trust Company
Nevada
$3.14M -$33.6K -497 -1%
NME
275
Notis-McConarty Edward
$3.13M +$99.4K +1,468 +3%
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