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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
1
Charles Schwab Investment Advisory
California
$298M
2
Boston Partners
2
Boston Partners
Massachusetts
$424M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$291M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$79.5M
5
Franklin Resources
5
Franklin Resources
California
$1.19B

Top Sellers

1
Parnassus Investments
1
Parnassus Investments
California
$358M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$608M
3
MWNA
3
Marshall Wace North America
New York
$61.4M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$545M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWNA
51
Marshall Wace North America
New York
$61.4M -$64.3M -950,195 -51%
SI
52
Scharf Investments
California
$58.4M -$2.01M -29,753 -3%
Lord, Abbett & Co
53
Lord, Abbett & Co
New Jersey
$56.1M -$32.8M -484,540 -37%
Two Sigma Investments
54
Two Sigma Investments
New York
$55.7M +$21.3M +314,807 +62%
ClearBridge Investments
55
ClearBridge Investments
New York
$53.7M +$331K +4,893 +0.6%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$53M +$354K +5,224 +0.7%
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$52.1M +$30.8M +454,742 +144%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$51.8M -$23.8M -351,364 -31%
Deutsche Bank
59
Deutsche Bank
Germany
$48.4M +$43.9M +648,843 +972%
MIP
60
Mondrian Investment Partners
United Kingdom
$41.4M – – –
TAM
61
Tocqueville Asset Management
New York
$39.7M +$1.19M +17,633 +3%
BCPEM
62
Bain Capital Public Equity Management
Massachusetts
$38.7M +$38.7M +571,811 New
OCM
63
Osterweis Capital Management
California
$37.8M -$1.2M -17,700 -3%
MIS
64
Morningstar Investment Services
Illinois
$36.6M +$261K +3,860 +0.7%
Chevy Chase Trust
65
Chevy Chase Trust
Maryland
$35.6M +$613K +9,055 +2%
CTB
66
Country Trust Bank
Illinois
$35.5M +$6.81M +100,628 +24%
CCM
67
Causeway Capital Management
California
$34.9M +$3.84M +56,788 +12%
SL
68
Summitry LLC
California
$34.8M +$266K +3,927 +0.8%
BCWM
69
Bartlett & Co Wealth Management
Ohio
$34.5M -$845K -12,478 -2%
BC
70
Bartlett & Co
Ohio
$34.5M -$845K -12,478 -2%
DADC
71
D.A. Davidson & Co
Montana
$33.2M +$750K +11,087 +2%
Capital World Investors
72
Capital World Investors
California
$33.2M – – –
JFL
73
Jarislowsky, Fraser Ltd
Quebec, Canada
$32.8M -$147K -2,174 -0.4%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$32.7M -$533K -7,873 -2%
NPA
75
Nichols & Pratt Advisers
Massachusetts
$31.8M -$3.99K -59 -0%
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