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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 %
ECM
376
EagleClaw Capital Management
Massachusetts
$1.57M +$16.6K +245 +1%
CSS
377
Cubist Systematic Strategies
Connecticut
$1.56M +$1.08M +16,008 +228%
FIM
378
Freedom Investment Management
Connecticut
$1.54M +$119K +1,760 +8%
TF
379
TIAA FSB
Florida
$1.53M -$307K -4,541 -17%
LBC
380
Lowe Brockenbrough & Co
Virginia
$1.53M -$29.4K -435 -2%
LJHT
381
Laurie J. Hall Trustee
$1.52M +$43.4K +641 +3%
CCA
382
Checchi Capital Advisers
California
$1.52M +$271K +4,002 +22%
SI
383
Stephens Inc
Arkansas
$1.5M +$1.5M +22,177 New
CCC
384
Chelsea Counsel Company
California
$1.5M +$1.5M +22,097 New
NGA
385
Naples Global Advisors
Florida
$1.49M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
386
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.47M +$1.47M +21,762 New
TW
387
Transform Wealth
Colorado
$1.46M +$152K +2,249 +12%
BA
388
Bristlecone Advisors
Washington
$1.44M -$210K -3,102 -13%
FCM
389
Flinton Capital Management
Pennsylvania
$1.43M +$165K +2,438 +13%
CT
390
Coastline Trust
Rhode Island
$1.43M +$7.92K +117 +0.6%
PP
391
PagnatoKarp Partners
Virginia
$1.42M -$1.9K -28 -0.1%
SPIA
392
Steward Partners Investment Advisory
New York
$1.41M +$212K +3,125 +18%
SSA
393
Schonfeld Strategic Advisors
New York
$1.41M -$1.01M -14,970 -42%
PG
394
Patten Group
Tennessee
$1.4M -$64.3K -950 -4%
CCM
395
Cox Capital Management
Massachusetts
$1.4M +$1.4M +20,667 New
DDC
396
Daniel Devine & Co
Florida
$1.39M -$242K -3,571 -15%
QIM
397
Quest Investment Management
Oregon
$1.39M +$178K +2,624 +15%
WS
398
Wedbush Securities
California
$1.39M -$135K -1,993 -9%
CA
399
Cambridge Advisors
Nebraska
$1.38M – – –
SCM
400
Stevens Capital Management
Pennsylvania
$1.37M +$289K +4,272 +27%
14 15
16
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