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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 %
SFSG
576
Stearns Financial Services Group
North Carolina
$522K -$11.3K -167 -2%
ITIM
577
Indiana Trust & Investment Management
Indiana
$521K -$84K -1,242 -14%
BP
578
Ballentine Partners
Massachusetts
$516K +$609 +9 +0.1%
ARTA
579
A.R.T. Advisors
New York
$513K -$694K -10,267 -57%
KWM
580
Kingsview Wealth Management
Oregon
$512K -$3.79K -56 -0.7%
KLI
581
Kelman-Lazarov Inc
Tennessee
$509K -$25.2K -373 -5%
AWM
582
Altium Wealth Management
New York
$509K +$509K +7,523 New
BFM
583
Boston Financial Management
Massachusetts
$505K -$227K -3,348 -31%
PC
584
Palo Capital
California
$497K -$12K -178 -2%
RC
585
Roundview Capital
New Jersey
$496K +$51K +754 +11%
FCCM
586
First City Capital Management
Georgia
$491K – – –
BL
587
BFSG LLC
California
$487K +$5.49K +81 +1%
WI
588
Wintrust Investments
Illinois
$485K +$228K +3,374 +89%
PFS
589
Prospera Financial Services
Texas
$484K -$36.3K -528 -7%
FWCM
590
Ferguson Wellman Capital Management
Oregon
$484K +$21.6K +320 +5%
ORI
591
Oak Ridge Investments
Illinois
$482K +$27.4K +405 +6%
HPCM
592
High Pointe Capital Management
Illinois
$480K -$10.5K -156 -2%
CIP
593
Chartwell Investment Partners
Pennsylvania
$475K +$475K +7,020 New
GQG Partners
594
GQG Partners
Florida
$473K +$473K +6,982 New
CNBT
595
Canandaigua National Bank & Trust
New York
$472K -$4.13K -61 -0.9%
ZB
596
Zions Bancorporation
Utah
$471K -$483K -7,142 -51%
WSTAM
597
Wilbanks Smith & Thomas Asset Management
Virginia
$468K -$3.18K -47 -0.7%
FI
598
Fosun International
China
$468K +$468K +6,919 New
BBA
599
Braun-Bostich & Associates
Pennsylvania
$464K +$13.5K +200 +3%
WKWM
600
Walter & Keenan Wealth Management
Indiana
$461K -$37.8K -558 -8%
22 23
24
25 26