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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 %
PTC
726
Private Trust Company
Ohio
$261K +$12.4K +183 +5%
Lido Advisors
727
Lido Advisors
California
$260K +$19.9K +294 +8%
CA
728
Cetera Advisors
Colorado
$258K -$115K -1,714 -31%
PCP
729
Proficio Capital Partners
Massachusetts
$258K -$17.6K -260 -6%
TRCT
730
Tower Research Capital (TRC)
New York
$257K +$63.8K +940 +33%
NFA
731
Nuveen Fund Advisors
Illinois
$256K -$210K -3,106 -45%
IWP
732
Icon Wealth Partners
Texas
$256K +$1.63K +24 +0.6%
TAM
733
Trillium Asset Management
Massachusetts
$253K -$4.04M -59,791 -94%
NL
734
NWAM LLC
Washington
$253K -$1.42K -21 -0.6%
WB
735
WesBanco Bank
West Virginia
$253K +$49.3K +728 +24%
LIM
736
Leavell Investment Management
Alabama
$252K – – –
FPS
737
Fieldpoint Private Securities
Connecticut
$249K – – –
MC
738
Miles Capital
Iowa
$246K -$200K -2,953 -45%
CC
739
Chicago Capital
Illinois
$244K +$244K +3,607 New
IB
740
Intrust Bank
Kansas
$243K -$47.4K -699 -16%
MPI
741
Mairs & Power Inc
Minnesota
$242K -$3.8K -56 -2%
CIS
742
Connors Investor Services
Pennsylvania
$242K – – –
PAS
743
Park Avenue Securities
New York
$240K +$240K +3,588 New
SWM
744
Stockman Wealth Management
Montana
$239K +$239K +3,527 New
CG
745
Colony Group
Massachusetts
$238K -$9.05K -134 -4%
SYBT
746
Stock Yards Bank & Trust
Kentucky
$238K -$3.04K -45 -1%
BRWA
747
B. Riley Wealth Advisors
Florida
$238K +$13.9K +205 +6%
RCC
748
Red Cedar Capital
Nebraska
$237K – – –
LWM
749
Lenox Wealth Management
Ohio
$237K +$26.3K +388 +12%
CF
750
Centaurus Financial
California
$237K +$237K +3,498 New
28 29
30
31 32