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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 %
QCM
351
Quadrant Capital Management
New Jersey
$1.8M – – –
FC
352
FCA Corp
Texas
$1.8M +$1.8M +26,655 New
MML Investors Services
353
MML Investors Services
Massachusetts
$1.79M +$206K +3,040 +13%
ACP
354
Ashfield Capital Partners
California
$1.78M -$6.57K -97 -0.4%
AI
355
Atria Investments
North Carolina
$1.77M -$103K -1,526 -6%
LPC
356
Loeb Partners Corp
New York
$1.77M +$960K +14,173 +119%
CB
357
Community Bank
New York
$1.76M -$15.2K -224 -0.9%
KBG
358
Kahn Brothers Group
New York
$1.75M +$90.6K +1,339 +5%
RC
359
RegentAtlantic Capital
New Jersey
$1.74M -$102K -1,509 -6%
NA
360
Neuburgh Advisers
California
$1.74M +$200K +2,959 +13%
ABC
361
Associated Banc-Corp
Wisconsin
$1.73M -$20.4K -301 -1%
GA
362
GFS Advisors
Texas
$1.73M +$566K +8,353 +49%
AMG
363
Advisors Management Group
Wisconsin
$1.7M -$17.9K -265 -1%
CIA
364
Cascade Investment Advisors
Oregon
$1.7M -$286K -4,218 -14%
PCTC
365
Perkins Coie Trust Company
Washington
$1.69M +$19.8K +292 +1%
AIIMS
366
Analyst IMS Investment Management Services
Israel
$1.68M -$1.98M -30,257 -54%
CA
367
Clearstead Advisors
Ohio
$1.65M -$2.91K -43 -0.2%
CBN
368
Cadence Bank NA
Texas
$1.63M -$174K -2,572 -10%
PAM
369
Palisade Asset Management
Minnesota
$1.63M – – –
HCM
370
Harvey Capital Management
Florida
$1.61M – – –
EHC
371
Everett Harris & Co
California
$1.6M -$12.9K -191 -0.8%
PAI
372
Pittenger & Anderson Inc
Nebraska
$1.6M – – –
SAM
373
Smithbridge Asset Management
Pennsylvania
$1.59M +$66K +976 +4%
CCFCSB
374
Cape Cod Five Cents Savings Bank
Massachusetts
$1.58M -$87.2K -1,288 -5%
CC
375
Cannell & Co
New York
$1.57M +$7.52K +111 +0.5%
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