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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 %
III
401
Independent Investors Inc
New York
$1.35M – – –
GIA
402
Guyasuta Investment Advisors
Pennsylvania
$1.34M -$41.5K -613 -3%
RIL
403
Rothschild Investment LLC
Illinois
$1.33M – – –
SFG
404
SevenBridge Financial Group
Pennsylvania
$1.32M -$29.2K -432 -2%
AC
405
Arjuna Capital
North Carolina
$1.31M -$105K -1,556 -7%
JWBC
406
J.W. Burns & Co
New York
$1.28M -$126K -1,868 -9%
MIM
407
Marco Investment Management
Georgia
$1.27M -$25.4K -376 -2%
GLA
408
Great Lakes Advisors
Illinois
$1.27M +$76.9K +1,136 +6%
CCP
409
Corient Capital Partners
California
$1.27M +$156K +2,301 +14%
SRC
410
Shufro Rose & Co
New York
$1.26M -$13.9K -206 -1%
JIC
411
Johnson Investment Counsel
Ohio
$1.25M -$333K -4,920 -21%
APFBOT
412
Amica Pension Fund Board of Trustees
Rhode Island
$1.25M – – –
Acadian Asset Management
413
Acadian Asset Management
Massachusetts
$1.25M – – –
S
414
SimplyRich
California
$1.25M – – –
CAM
415
Cypress Asset Management
Texas
$1.23M -$64.2K -949 -5%
WOC
416
West Oak Capital
California
$1.23M +$27.9K +412 +2%
PCM
417
Prelude Capital Management
New York
$1.23M +$287K +4,239 +31%
HFA
418
HC Financial Advisors
California
$1.22M +$6.84K +101 +0.6%
FAAS
419
First Allied Advisory Services
California
$1.2M -$104K -1,538 -8%
AL
420
Arnhold LLC
New York
$1.2M – – –
SIA
421
Sit Investment Associates
Minnesota
$1.19M -$234K -3,460 -16%
BFA
422
Benedict Financial Advisors
Georgia
$1.18M +$28.7K +424 +2%
LC
423
LCNB Corp
Ohio
$1.18M +$144K +2,127 +14%
ST
424
Somerset Trust
Pennsylvania
$1.17M +$16.3K +240 +1%
CG
425
CFO4Life Group
Texas
$1.16M +$1.16M +17,106 New
15 16
17
18 19