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Novartis
NVS

Overview Fund Activity

1,027 hedge funds and large institutions have $22.4B invested in Novartis in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 359 increasing their positions, 368 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+41
Holders Change %
+4.16%
% of All Funds
23.52%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.5%
New
91
Increased
359
Reduced
368
Closed
44
Calls
$89.4M
Puts
$63.6M
Net Calls
+$25.8M
Net Calls Change
-$44.1M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$208M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$87.7M
3
EAM
Eagle Asset Management
Florida
+$71.4M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$67.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$64M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$76.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$73.7M
3
Franklin Resources
Franklin Resources
California
-$56.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$51.1M
5
BBHC
Brown Brothers Harriman & Co
New York
-$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
701
Moody Lynn & Lieberson
Massachusetts
$327K – – –
KA
702
Kovack Advisors
Florida
$327K +$17.2K +222 +6%
PTB
703
Pioneer Trust Bank
Oregon
$323K -$43.1K -558 -12%
BCM
704
BlueCrest Capital Management
Jersey
$322K -$379K -4,910 -54%
NG
705
Northstar Group
New York
$321K – – –
MMHP
706
Murphy Middleton Hinkle & Parker
Georgia
$320K – – –
IRC
707
Investors Research Corp
Georgia
$315K – – –
TCB
708
Texas Capital Bancshares
Texas
$314K – – –
SIC
709
Shoker Investment Counsel
Ohio
$313K -$36.9K -479 -11%
FLI
710
Family Legacy Inc
South Carolina
$312K – – –
CA
711
Cullinan Associates
Kentucky
$310K – – –
FLAM
712
First Light Asset Management
Minnesota
$308K – – –
BAM
713
Bruderman Asset Management
New York
$307K -$172K -2,230 -36%
FB
714
Fulton Bank
Pennsylvania
$306K -$39.1K -506 -11%
CPIA
715
Cornell Pochily Investment Advisors
New York
$306K -$6.09K -79 -2%
PWMAG
716
Pinnacle Wealth Management Advisory Group
New Jersey
$306K +$8.03K +104 +3%
OAM
717
Occidental Asset Management
California
$304K -$17.3K -224 -5%
SYBT
718
Stock Yards Bank & Trust
Kentucky
$304K +$32.2K +418 +12%
CL
719
CPWM LLC
Washington
$303K +$35.9K +465 +13%
MYIA
720
Mount Yale Investment Advisors
Colorado
$302K +$64.6K +810 +27%
HFP
721
Holistic Financial Partners
Indiana
$301K +$301K +3,903 New
PTC
722
Philadelphia Trust Company
Pennsylvania
$300K +$300K +3,889 New
PFSC
723
Peoples Financial Services Corp
Pennsylvania
$299K -$43K -558 -13%
JC
724
Jacobs & Co
California
$299K – – –
Carson Wealth (CWM LLC)
725
Carson Wealth (CWM LLC)
Nebraska
$297K +$253K +3,276 +576%
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