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 %
B
701
Bellecapital
Switzerland
$294K – – –
RHAM
702
Round Hill Asset Management
California
$291K -$5.8K -84 -2%
MLL
703
Moody Lynn & Lieberson
Massachusetts
$287K -$108K -1,596 -27%
FIM
704
Frontier Investment Management
Texas
$283K -$610 -9 -0.2%
OAM
705
Occidental Asset Management
California
$282K -$74K -1,092 -21%
NG
706
Northstar Group
New York
$281K -$37.7K -558 -12%
MMHP
707
Murphy Middleton Hinkle & Parker
Georgia
$281K – – –
VFA
708
Valeo Financial Advisors
Indiana
$278K -$76K -1,030 -21%
WAM
709
Weatherly Asset Management
California
$278K -$41.3K -611 -13%
PCM
710
Pointe Capital Management
Michigan
$277K +$58.2K +858 +27%
IRC
711
Investors Research Corp
Georgia
$276K +$2.23K +33 +0.8%
HBT
712
Hills Bank & Trust
Iowa
$275K -$70.2K -1,036 -20%
TCB
713
Texas Capital Bancshares
Texas
$275K – – –
FLI
714
Family Legacy Inc
South Carolina
$273K – – –
CPIA
715
Cornell Pochily Investment Advisors
New York
$273K +$337 +5 +0.1%
CA
716
Cullinan Associates
Kentucky
$272K – – –
DCM
717
Dynamic Capital Management
Jersey
$272K +$272K +4,013 New
KA
718
Kovack Advisors
Florida
$271K -$15.3K -227 -5%
PCM
719
Poehling Capital Management
Wisconsin
$270K -$134K -1,981 -33%
FLAM
720
First Light Asset Management
Minnesota
$270K – – –
STA
721
Summit Trail Advisors
New York
$269K -$1.47M -21,717 -85%
CCP
722
Cardan Capital Partners
Colorado
$267K -$1.02K -15 -0.4%
BNP Paribas Financial Markets
723
BNP Paribas Financial Markets
France
$263K +$196K +2,902 +295%
JC
724
Jacobs & Co
California
$262K – – –
PWMAG
725
Pinnacle Wealth Management Advisory Group
New Jersey
$261K -$7.57K -112 -3%
27 28
29
30 31