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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 %
V
551
Veritable
Delaware
$608K -$167K -2,474 -22%
CCM
552
Chickasaw Capital Management
Tennessee
$604K – – –
LSAG
553
Lake Street Advisors Group
New Hampshire
$596K -$61.6K -910 -9%
KIA
554
KCM Investment Advisors
California
$593K -$1.58M -23,276 -73%
AL
555
Aspiriant LLC
California
$592K -$40.9K -604 -6%
Walleye Trading
556
Walleye Trading
New York
$590K +$135K +1,997 +30%
PHIMC
557
Private Harbour Investment Management & Counsel
Ohio
$582K -$28.3K -418 -5%
GTAM
558
Global Trust Asset Management
Florida
$581K +$108K +1,590 +23%
WT
559
Washington Trust
Rhode Island
$579K +$579K +8,554 New
PL
560
Plancorp LLC
Missouri
$578K +$578K +8,544 New
VCM
561
Violich Capital Management
California
$575K -$6.77K -100 -1%
1SB
562
1ST Source Bank
Indiana
$572K +$60.9K +899 +12%
MSAM
563
Moloney Securities Asset Management
Missouri
$568K -$212K -3,128 -27%
GC
564
Garde Capital
Washington
$567K +$15.2K +224 +3%
MA
565
Montag & Associates
Georgia
$559K -$2.64M -39,030 -83%
MAA
566
Mraz Amerine & Associates
California
$552K – – –
APA
567
American Portfolios Advisors
New York
$549K +$102K +1,501 +23%
KCM
568
Kendall Capital Management
Maryland
$548K -$13.2K -195 -2%
NSAM
569
North Star Asset Management
Wisconsin
$548K – – –
SPC
570
Sigma Planning Corp
Michigan
$545K +$16.4K +243 +3%
YIA
571
YHB Investment Advisors
Connecticut
$538K -$23.1K -341 -4%
SS
572
Sunbelt Securities
Texas
$536K +$116K +1,707 +27%
NAM
573
NTV Asset Management
West Virginia
$532K – – –
WJA
574
Williams Jones & Associates
New York
$531K +$37.8K +558 +8%
IA
575
IFP Advisors
Florida
$529K -$122K -1,797 -19%
21 22
23
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