NVS icon

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 %
TYCC
676
Texas Yale Capital Corp
Florida
$328K – – –
HH
677
Hilltop Holdings
Texas
$328K +$33.4K +493 +11%
PTB
678
Pioneer Trust Bank
Oregon
$321K -$5.89K -87 -2%
OIA
679
Optimum Investment Advisors
Illinois
$318K -$22.6K -335 -7%
RWP
680
RWA Wealth Partners
Massachusetts
$318K -$7.52K -111 -2%
GWM
681
GSB Wealth Management
Connecticut
$318K – – –
AFP
682
Ausdal Financial Partners
Iowa
$317K +$27.7K +410 +10%
IAA
683
Independent Advisor Alliance
North Carolina
$317K +$28.4K +474 +10%
CHA
684
Carmichael Hill & Associates
Maryland
$316K -$30.2K -446 -9%
ACA
685
Atlas Capital Advisors
Wyoming
$315K -$327K -4,638 -51%
TSW
686
Thompson Siegel & Walmsley
Virginia
$307K -$91.7K -1,356 -23%
SIC
687
Shoker Investment Counsel
Ohio
$307K -$65.4K -968 -18%
TAM
688
Tiverton Asset Management
Delaware
$306K +$306K +4,516 New
NFG
689
Next Financial Group
Texas
$305K -$122K -1,801 -29%
SFS
690
Sowell Financial Services
Arkansas
$304K +$12.1K +164 +4%
SFG
691
Sather Financial Group
Texas
$302K -$9.67K -143 -3%
FB
692
Fulton Bank
Pennsylvania
$302K +$302K +4,467 New
PFSC
693
Peoples Financial Services Corp
Pennsylvania
$301K – – –
UBS AM
694
UBS AM
Illinois
$301K +$9.54K +141 +3%
LA
695
Lau Associates
Delaware
$300K – – –
CBTWT
696
Community Bank & Trust (Waco, Texas)
Texas
$300K +$6.83K +101 +2%
PFM
697
Parsec Financial Management
North Carolina
$299K -$24.9K -367 -8%
HAG
698
HighPoint Advisor Group
Illinois
$299K +$12.8K +173 +4%
DAS
699
Dynamic Advisor Solutions
Arizona
$295K +$87.6K +1,290 +42%
ERIM
700
Eagle Ridge Investment Management
Connecticut
$294K -$113K -1,674 -28%
26 27
28
29 30