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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 %
WCF
651
West Coast Financial
California
$353K -$130K -1,919 -27%
PFBT
652
Parkside Financial Bank & Trust
Missouri
$352K -$3.11K -46 -0.9%
KWA
653
KCS Wealth Advisory
California
$348K -$30.5K -451 -8%
CFA
654
Carroll Financial Associates
North Carolina
$348K +$11K +163 +3%
SWP
655
Strategic Wealth Partners
Ohio
$347K -$169K -2,498 -33%
CG
656
Caprock Group
Idaho
$346K -$36.7K -542 -10%
BPB
657
Badgley, Phelps & Bell
Washington
$344K -$21.1K -312 -6%
MBTD
658
Mechanics Bank - Trust Department
California
$344K -$4.06K -60 -1%
DDC
659
DF Dent & Co
Maryland
$343K – – –
HSA
660
HBK Sorce Advisory
Pennsylvania
$343K +$343K +5,062 New
AIA
661
Armor Investment Advisors
North Carolina
$340K -$18.9K -279 -5%
VF
662
Virtu Financial
New York
$338K +$338K +4,993 New
MSS
663
Mitchell Sinkler & Starr
Pennsylvania
$337K -$16.6K -245 -5%
SIC
664
Salem Investment Counselors
North Carolina
$336K -$136K -2,008 -29%
AssetMark Inc
665
AssetMark Inc
California
$335K +$42.6K +629 +15%
SFG
666
Summit Financial Group
West Virginia
$334K – – –
BAS
667
Brown Advisory Securities
Maryland
$333K -$108K -1,590 -24%
WA1
668
Wimmer Associates 1
California
$333K -$677 -10 -0.2%
N
669
Natixis
France
$333K +$333K +4,934 New
CS
670
Credential Securities
$332K -$20.5K -303 -6%
TU
671
TDAM USA
Ontario, Canada
$332K -$157K -2,320 -32%
HCA
672
Harbour Capital Advisors
Virginia
$331K -$5.62K -84 -2%
BFC
673
Blue Fin Capital
Rhode Island
$330K -$22.9K -339 -6%
BP
674
BBR Partners
New York
$329K -$16.9K -250 -5%
FTUS
675
Flow Traders U.S.
New York
$329K +$329K +4,853 New
25 26
27
28 29