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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 %
BFO
601
Biltmore Family Office
North Carolina
$454K -$1.76K -26 -0.4%
CK
602
Cohen Klingenstein
New York
$453K – – –
BBA
603
BLB&B Advisors
Pennsylvania
$451K -$24.9K -368 -5%
OC
604
Oakworth Capital
Alabama
$449K – – –
AWA
605
ARS Wealth Advisors
Florida
$448K -$68K -1,005 -13%
OCG
606
Opus Capital Group
Ohio
$447K – – –
MSA
607
Marino Stram & Associates
Massachusetts
$443K -$1.22K -18 -0.3%
CIA
608
Capital Investment Advisors
Georgia
$441K +$72.5K +1,072 +20%
RWA
609
Ropes Wealth Advisors
Massachusetts
$438K +$29.1K +430 +7%
JDR
610
Jay D. Rosenbaum
$437K +$4.94K +73 +1%
CI
611
Conning Inc
Connecticut
$429K -$51.3K -757 -11%
FA
612
FCG Advisors
New Jersey
$426K +$96.9K +1,433 +29%
AWM
613
Avior Wealth Management
Nebraska
$424K -$46K -680 -10%
IA
614
IFG Advisory
Georgia
$423K -$12.6K -186 -3%
CA
615
Continuum Advisory
Idaho
$422K +$60.1K +887 +17%
BAM
616
Bruderman Asset Management
New York
$420K -$233K -3,438 -36%
CAM
617
Cozad Asset Management
Illinois
$418K +$418K +6,174 New
MWPCG
618
Measured Wealth Private Client Group
New Hampshire
$417K +$417K +6,171 New
CB
619
CNB Bank
Pennsylvania
$416K +$7.44K +110 +2%
AP
620
Appleton Partners
Massachusetts
$415K -$307K -4,532 -43%
PM
621
Penbrook Management
New York
$415K – – –
AMIM
622
Aull & Monroe Investment Management
Alabama
$413K -$15.1K -223 -4%
HCM
623
Hutchinson Capital Management
California
$406K -$22.1K -327 -5%
SGAM
624
Steinberg Global Asset Management
Florida
$406K -$7.59K -112 -2%
SGA
625
Strategic Global Advisors
California
$403K – – –
23 24
25
26 27