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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 %
PFS
451
Physicians Financial Services
North Carolina
$1.01M -$15.4K -228 -2%
AIM
452
Anchor Investment Management
South Carolina
$1.01M -$7.58K -112 -0.7%
SCM
453
Sterling Capital Management
North Carolina
$992K +$49.5K +731 +5%
CAN
454
Cetera Advisor Networks
California
$976K +$15.6K +230 +2%
BSW
455
Buckingham Strategic Wealth
Missouri
$973K -$120K -1,775 -11%
NBG
456
Nancy B. Gardiner
$973K +$35.2K +519 +4%
AT
457
Arden Trust
Delaware
$972K -$76.5K -1,131 -7%
NSB
458
Norway Savings Bank
Maine
$968K +$27.2K +402 +3%
HCM
459
Hall Capital Management
Rhode Island
$967K -$3.79K -56 -0.4%
DBRC
460
D.B. Root & Company
Pennsylvania
$959K +$52.1K +770 +6%
ATC
461
Argent Trust Co
Tennessee
$954K -$20.6K -304 -2%
PIM
462
Penobscot Investment Management
Massachusetts
$946K -$202K -2,979 -18%
GIP
463
Greatmark Investment Partners
Georgia
$945K +$54.9K +811 +6%
TAM
464
Taurus Asset Management
New York
$940K – – –
MWM
465
Mission Wealth Management
California
$935K -$11.2K -165 -1%
SW
466
SVB Wealth
Massachusetts
$929K -$445K -6,564 -32%
EWM
467
Elmwood Wealth Management
California
$928K +$450K +6,644 +94%
RGC
468
Roberts, Glore & Co
Illinois
$928K -$15.2K -224 -2%
MCM
469
Murphy Capital Management
New Jersey
$927K -$13.7K -202 -1%
NCMW
470
Northern Capital Management (Wisconsin)
Wisconsin
$926K -$29.8K -441 -3%
FCMT
471
Founders Capital Management (Texas)
Texas
$925K -$1.62M -23,965 -64%
RHBC
472
R.H. Bluestein & Co
Michigan
$922K -$106K -1,563 -10%
CCM
473
Covington Capital Management
California
$919K -$39.6K -585 -4%
PA
474
Perennial Advisors
New York
$919K +$35.5K +525 +4%
BHWM
475
Bar Harbor Wealth Management
New Hampshire
$916K -$112K -1,649 -11%
17 18
19
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