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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 %
PT
426
Plimoth Trust
Massachusetts
$1.15M -$222K -3,281 -16%
AIA
427
AIMZ Investment Advisors
California
$1.15M +$4.13K +61 +0.4%
TCOO
428
Trust Company of Oklahoma
Oklahoma
$1.15M -$210K -3,102 -15%
LC
429
Lourd Capital
California
$1.14M -$329K -4,862 -22%
FEG
430
Fund Evaluation Group
Ohio
$1.14M – – –
FANJ
431
Financial Architects (New Jersey)
New Jersey
$1.14M -$100K -1,479 -8%
Toronto Dominion Bank
432
Toronto Dominion Bank
Ontario, Canada
$1.12M +$27.1K +400 +2%
TAM
433
Tyers Asset Management
Texas
$1.12M +$130K +1,915 +13%
PAG
434
Private Advisor Group
New Jersey
$1.11M -$175K -2,602 -14%
ONB
435
Old National Bancorp
Indiana
$1.11M +$298K +4,405 +37%
FAIM
436
Financial Advocates Investment Management
Washington
$1.11M -$46.2K -689 -4%
EAM
437
Eagle Asset Management
Florida
$1.09M +$121K +1,785 +12%
FCH
438
Freestone Capital Holdings
Washington
$1.08M +$148K +2,188 +16%
WAM
439
Wealthspire Advisors (Maryland)
Maryland
$1.08M +$96.7K +1,428 +10%
AAM
440
Azzad Asset Management
Virginia
$1.07M -$102K -1,513 -9%
LCM
441
Logan Capital Management
Pennsylvania
$1.07M +$38.2K +565 +4%
HL
442
HeadInvest LLC
Maine
$1.07M +$6.97K +103 +0.7%
CIC
443
Carnegie Investment Counsel
Ohio
$1.06M -$49.2K -668 -4%
RG
444
Rikoon Group
New Mexico
$1.06M +$39.4K +582 +4%
WA
445
Wheatland Advisors
Pennsylvania
$1.06M – – –
SB
446
Simmons Bank
Arkansas
$1.04M – – –
PGFC
447
Peapack-Gladstone Financial Corp
New Jersey
$1.04M -$4.27K -63 -0.4%
I
448
IberiaBank
Louisiana
$1.04M -$51K -754 -5%
OC
449
Oarsman Capital
Wisconsin
$1.02M +$124K +1,835 +14%
HFS
450
HL Financial Services
Kentucky
$1.02M -$16.6K -245 -2%
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