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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
+$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 %
AFM
326
Abbot Financial Management
Massachusetts
$2.17M +$338 +5 +0%
LNWWM
327
Laird Norton Wetherby Wealth Management
California
$2.16M -$209K -3,093 -9%
TSS
328
Two Sigma Securities
New York
$2.14M -$7.83M -115,721 -79%
CB
329
Commerce Bank
Missouri
$2.14M -$24.8K -366 -1%
AC
330
Alexandria Capital
Virginia
$2.11M -$65.1K -962 -3%
AMI
331
Amica Mutual Insurance
Rhode Island
$2.09M – – –
PCM
332
Parsons Capital Management
Rhode Island
$2.07M +$29K +429 +1%
TCOT
333
Trust Company of Toledo
Ohio
$2.05M +$2.3K +34 +0.1%
CCM
334
Catawba Capital Management
Virginia
$2.03M -$35.8K -529 -2%
HTC
335
Haverford Trust Company
Pennsylvania
$2.03M -$460K -6,794 -18%
MCM
336
Mengis Capital Management
Oregon
$2.02M +$3.72K +55 +0.2%
KCMRT
337
Kemper Corp Master Retirement Trust
Illinois
$2.01M – – –
BFO
338
Boston Family Office
Massachusetts
$2M -$99.3K -1,467 -5%
FC
339
Fayerweather Charles
$1.97M +$4.06K +60 +0.2%
HK
340
Horizon Kinetics
New York
$1.97M -$21K -310 -1%
WSFS
341
Wilmington Savings Fund Society
Delaware
$1.97M +$109K +1,604 +6%
HNB
342
Huntington National Bank
Ohio
$1.95M +$11.8K +174 +0.6%
IIM
343
Ipswich Investment Management
Massachusetts
$1.91M +$113K +1,674 +6%
CCA
344
Catalyst Capital Advisors
New York
$1.89M – – –
NED
345
Nancy E. Dempze
$1.89M +$86K +1,270 +5%
CPA
346
Court Place Advisors
Maryland
$1.87M -$27.6K -408 -1%
TC
347
Telemus Capital
Michigan
$1.87M -$48.5K -716 -3%
CCM
348
Canal Capital Management
Virginia
$1.87M +$69.8K +1,031 +4%
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.84M -$14.1K -209 -0.8%
DRD
350
Dennis R. Delaney
$1.84M -$42.7K -631 -2%
12 13
14
15 16