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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 %
ECM
526
Evergreen Capital Management
Washington
$680K -$745 -11 -0.1%
CPA
527
Clear Perspective Advisors
Illinois
$679K -$12.5K -184 -2%
FIB
528
First Interstate Bank
Montana
$678K -$46.2K -682 -6%
FMC
529
First Merchants Corp
Indiana
$675K -$7.99K -118 -1%
FFWA
530
FRG Family Wealth Advisors
Washington
$672K +$357K +5,281 +113%
EGA
531
E&G Advisors
Texas
$669K +$406 +6 +0.1%
PVWM
532
Point View Wealth Management
New Jersey
$668K -$10.2K -150 -1%
PG
533
PEAK6 Group
Illinois
$667K +$653K +9,655 +4,780%
AWM
534
Aevitas Wealth Management
Massachusetts
$663K -$3.72K -55 -0.6%
JMH
535
J.M. Hartwell
New York
$661K -$60.4K -893 -8%
WMSA
536
Weiss Multi-Strategy Advisers
New York
$660K +$55.8K +824 +9%
ACM
537
Argyle Capital Management
Pennsylvania
$652K -$30.3K -447 -4%
BMO
538
Beck Mack & Oliver
New York
$646K – – –
MA
539
Mutual Advisors
Nebraska
$642K +$22.3K +330 +4%
EMB
540
Elefante Mark B
$641K +$10.2K +151 +2%
EFS
541
Essex Financial Services
Connecticut
$633K -$37.8K -558 -6%
MSFP
542
Mark Sheptoff Financial Planning
Connecticut
$629K -$15.1K -223 -2%
SAM
543
Silvercrest Asset Management
New York
$622K +$6.98K +103 +1%
FNB
544
Farmers National Bank
Kentucky
$619K +$97.5K +1,440 +19%
WC
545
Woodstock Corp
Massachusetts
$618K – – –
MWM
546
Marietta Wealth Management
Georgia
$617K +$18.7K +276 +3%
AAM
547
AR Asset Management
California
$616K – – –
BCM
548
BlueCrest Capital Management
Jersey
$615K +$615K +9,079 New
FPFS
549
First Personal Financial Services
North Carolina
$612K -$31K -458 -5%
PWPS
550
Pinnacle Wealth Planning Services
Ohio
$611K +$35.8K +528 +6%
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