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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 %
DSC
501
Duncker Streett & Co
Missouri
$768K – – –
CT
502
CPF Texas
Texas
$760K – – –
PIA
503
Peachtree Investment Advisors
Georgia
$760K +$92.2K +1,361 +14%
CP
504
Camelot Portfolios
Ohio
$759K -$63.7K -941 -8%
HI
505
Horizon Investments
North Carolina
$759K -$1.69K -25 -0.2%
FFS
506
Founders Financial Securities
Maryland
$759K -$1.69K -25 -0.2%
CTC
507
Central Trust Company
Missouri
$750K -$244K -3,596 -25%
NRS
508
Neville Rodie & Shaw
New York
$750K – – –
S
509
SignatureFD
Georgia
$750K +$12.2K +180 +2%
AP
510
Advisor Partners
California
$749K +$17.1K +252 +2%
BOH
511
Bank of Hawaii
Hawaii
$748K -$368K -5,434 -33%
SCM
512
Salem Capital Management
Massachusetts
$739K -$37.9K -560 -5%
HPC
513
HM Payson & Co
Maine
$732K -$3.05K -45 -0.4%
BMC
514
Beaton Management Company
Massachusetts
$729K – – –
DAC
515
Dividend Assets Capital
South Carolina
$727K +$11.3K +167 +2%
SS
516
Simplicity Solutions
Minnesota
$725K +$300K +4,439 +71%
LDB
517
Lee, Danner & Bass
Tennessee
$722K – – –
NHC
518
Nicholas Hoffman & Company
Georgia
$722K +$541 +8 +0.1%
MHS
519
M Holdings Securities
Oregon
$706K +$706K +10,430 New
SAM
520
Shamrock Asset Management
Texas
$704K – – –
CRB
521
Chad R. Baker
$704K – – –
DA
522
Dillon & Associates
Michigan
$693K -$103K -1,507 -13%
EIM
523
Essex Investment Management
Massachusetts
$685K – – –
SC
524
Schulhoff & Co
Ohio
$685K +$23K +340 +3%
NWP
525
Northstar Wealth Partners
Connecticut
$683K -$74.3K -1,099 -10%
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