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 %
AMM
276
American Money Management
California
$3.04M +$69.6K +1,029 +2%
CAM
277
Cubic Asset Management
Massachusetts
$3.03M -$132K -1,953 -4%
GC
278
Guggenheim Capital
Illinois
$3.03M -$260K -3,844 -8%
FHA
279
First Horizon Advisors
Tennessee
$2.99M +$177K +2,609 +6%
WA
280
Wasatch Advisors
Utah
$2.97M – – –
BCM
281
Brookmont Capital Management
Texas
$2.97M +$25.3K +373 +0.9%
Verition Fund Management
282
Verition Fund Management
Connecticut
$2.96M +$2.17M +32,005 +273%
MGIA
283
Matthew Goff Investment Advisor
Texas
$2.95M +$746K +11,019 +34%
AUB
284
Atlantic Union Bankshares
Virginia
$2.94M -$31.5K -466 -1%
HWM
285
Holloway Wealth Management
Florida
$2.92M -$2.95M – –
Geode Capital Management
286
Geode Capital Management
Massachusetts
$2.88M +$1.17M +17,299 +69%
ACI
287
AMP Capital Investors
Australia
$2.88M +$2.88M +42,520 New
SSWM
288
Smith Salley Wealth Management
North Carolina
$2.86M +$51.2K +756 +2%
BL
289
BCWM LLC
Kansas
$2.85M +$116K +1,711 +4%
TCCM
290
Timber Creek Capital Management
Massachusetts
$2.85M +$208K +3,075 +8%
BEAM
291
Baker Ellis Asset Management
Washington
$2.85M -$426K -6,292 -13%
BIAS
292
Beacon Investment Advisory Services
New Jersey
$2.85M +$808K +11,942 +40%
WA
293
WealthTrust Axiom
Pennsylvania
$2.84M +$71K +1,049 +3%
AG
294
Advisor Group
Arizona
$2.84M -$542K -8,012 -16%
BUB
295
BBVA USA Bancshares
Texas
$2.83M -$165K -2,441 -6%
TCM
296
Telos Capital Management
California
$2.81M +$59.4K +878 +2%
UR
297
USCA RIA
Texas
$2.74M +$269K +3,978 +11%
T. Rowe Price Associates
298
T. Rowe Price Associates
Maryland
$2.68M -$249K -3,672 -8%
AIA
299
Avalon Investment & Advisory
Texas
$2.65M -$70.8K -1,046 -3%
NB
300
NBT Bank
New York
$2.63M -$224K -3,309 -8%
10 11
12
13 14