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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 %
LPIC
626
LeJeune Puetz Investment Counsel
Michigan
$402K -$109K -1,618 -21%
JA
627
JVL Associates
Michigan
$400K – – –
BI
628
Bredin Investment
Delaware
$399K – – –
BC
629
Banced Corp
Illinois
$398K +$42.9K +633 +12%
AAM
630
Aureus Asset Management
Massachusetts
$396K +$6.84K +101 +2%
1832 Asset Management
631
1832 Asset Management
Ontario, Canada
$396K +$25K +345 +7%
AWM
632
AE Wealth Management
Kansas
$396K +$82.5K +1,218 +26%
Luther King Capital Management (LKCM)
633
Luther King Capital Management (LKCM)
Texas
$391K +$49K +724 +14%
HJA
634
Hugh Johnson Advisors
New York
$390K +$42.6K +630 +12%
WTB
635
Washington Trust Bank
Washington
$383K -$7.11K -105 -2%
MCA
636
Mercer Capital Advisers
New Jersey
$381K – – –
BS
637
Boenning & Scattergood
Pennsylvania
$381K +$381K +5,628 New
DWM
638
Dakota Wealth Management
Florida
$378K +$378K +5,574 New
BONST
639
Bank of Nova Scotia Trust
Ontario, Canada
$372K -$17.9K -264 -5%
JWS
640
Juncture Wealth Strategies
Arizona
$370K +$30.2K +446 +9%
RFO
641
RiverGlades Family Offices
Florida
$368K -$97.1K -1,435 -21%
QCG
642
Quadrant Capital Group
Ohio
$368K -$6.88K -106 -2%
CSM
643
CAMG Solamere Management
North Carolina
$367K -$214K -3,142 -37%
BFEC
644
Benjamin F. Edwards & Company
Missouri
$366K -$795K -11,746 -68%
CC
645
Courier Capital
New York
$364K – – –
BWM
646
BerganKDV Wealth Management
Minnesota
$363K +$10.4K +154 +3%
DJSG
647
D.J. St. Germain
Massachusetts
$360K +$46.5K +687 +15%
LB
648
Landmark Bank
Missouri
$360K +$360K +5,314 New
AA
649
Ancora Advisors
Ohio
$355K -$116K -1,715 -25%
FAT
650
First American Trust
California
$354K +$22.6K +334 +7%
24 25
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