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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 %
PWS
476
Peloton Wealth Strategists
Indiana
$903K -$249K -3,683 -22%
VCA
477
Verdence Capital Advisors
Maryland
$903K -$54.6K -807 -6%
JFA
478
JNBA Financial Advisors
Minnesota
$898K -$14.6K -216 -2%
Barclays
479
Barclays
United Kingdom
$874K -$6.7K -99 -0.8%
CCB
480
Cutter & Co Brokerage
Missouri
$870K -$9.27K -137 -1%
CB
481
Chemical Bank
Michigan
$866K +$34.5K +510 +4%
DC
482
Davenport & Co
Virginia
$861K -$13K -192 -1%
RCM
483
Riverhead Capital Management
Delaware
$856K +$55K +812 +7%
Bessemer Group
484
Bessemer Group
New Jersey
$846K -$52.8K -780 -6%
BA
485
Boston Advisors
Massachusetts
$843K -$33.7K -498 -4%
Mariner
486
Mariner
Kansas
$833K +$402K +5,938 +93%
ASN
487
Advisory Services Network
Georgia
$830K -$358K -4,801 -30%
BDS
488
Banco de Sabadell
Florida
$828K -$1.29K -19 -0.2%
BCM
489
Bayesian Capital Management
New York
$817K -$787K -11,623 -49%
GHCM
490
Glen Harbor Capital Management
California
$817K +$94.3K +1,393 +13%
GT
491
Greenleaf Trust
Michigan
$813K -$185K -2,729 -19%
DWT
492
Dorsey & Whitney Trust
South Dakota
$812K -$79.3K -1,171 -9%
STMM
493
South Texas Money Management
Texas
$808K -$15.7M -232,038 -95%
SWP
494
Stratos Wealth Partners
Ohio
$808K -$2.21M -32,579 -73%
BCM
495
Becker Capital Management
Oregon
$808K -$112K -1,649 -12%
ADMI
496
Albert D. Mason Inc
Massachusetts
$801K +$181K +2,678 +29%
GWM
497
Geneos Wealth Management
Colorado
$795K +$28.5K +421 +4%
HI
498
HBK Investments
Texas
$793K -$490K -7,246 -38%
KFC
499
Klingenstein Fields & Co
New York
$793K -$76.7K -1,133 -9%
RCM
500
Radnor Capital Management
Pennsylvania
$776K – – –
18 19
20
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