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
+$218M
3
Renaissance Technologies
Renaissance Technologies
New York
+$137M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$77.5M
5
Franklin Resources
Franklin Resources
California
+$75.1M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$365M
2
BBHC
Brown Brothers Harriman & Co
New York
-$65.8M
3
MWNA
Marshall Wace North America
New York
-$64.3M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$44.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
301
Moors & Cabot
Massachusetts
$2.6M -$399K -5,897 -13%
SG Americas Securities
302
SG Americas Securities
New York
$2.59M +$2.01M +29,706 +347%
DWA
303
Douglass Winthrop Advisors
New York
$2.54M -$32.3M -476,527 -93%
ANI
304
American National Insurance
Texas
$2.54M – – –
FWM
305
Frontier Wealth Management
Missouri
$2.53M +$281K +4,153 +12%
WIC
306
Woodmont Investment Counsel
Tennessee
$2.52M +$55.2K +815 +2%
RJT
307
Raymond James Trust
Florida
$2.52M +$211K +3,118 +9%
Cerity Partners
308
Cerity Partners
New York
$2.51M -$95.3K -1,408 -4%
BS
309
Banco Santander
Spain
$2.51M +$215K +3,170 +9%
VIA
310
Vident Investment Advisory
Georgia
$2.51M +$926K +13,685 +59%
MA
311
MUFG Americas
New York
$2.48M +$301K +4,441 +14%
BF
312
BOK Financial
Oklahoma
$2.48M +$541K +7,989 +28%
Kayne Anderson Rudnick Investment Management
313
Kayne Anderson Rudnick Investment Management
California
$2.39M -$125K -1,851 -5%
NPT
314
Nixon Peabody Trust
Massachusetts
$2.35M +$183K +2,710 +8%
Mackenzie Financial
315
Mackenzie Financial
Ontario, Canada
$2.3M – – –
HWA
316
Heritage Way Advisors
Illinois
$2.29M +$71.7K +1,060 +3%
JWM
317
JGP Wealth Management
Oregon
$2.28M +$2.28M +33,707 New
RWM
318
Rench Wealth Management
Texas
$2.27M -$45.2K -668 -2%
VFA
319
Voya Financial Advisors
Connecticut
$2.27M +$7.65K +117 +0.3%
BFG
320
Beacon Financial Group
Texas
$2.24M -$96.9K -1,432 -4%
VNA
321
Valley National Advisers
Pennsylvania
$2.23M -$31.9K -472 -1%
WHG
322
Westwood Holdings Group
Texas
$2.22M -$287K -4,233 -11%
LBC
323
Lawrence B. Cohen
$2.19M -$136K -2,009 -6%
SB
324
Suntrust Banks
Georgia
$2.19M -$232K -3,434 -10%
FM
325
Forward Management
California
$2.18M -$145K -2,134 -6%
11 12
13
14 15