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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 %
LFAS
751
Level Four Advisory Services
Texas
$236K -$6.09K -90 -3%
AB
752
AT Bancorp
Iowa
$236K – – –
BCM
753
BTC Capital Management
Iowa
$235K -$175K -2,559 -43%
BJL
754
Brighton Jones LLC
Washington
$235K -$17.4K -258 -7%
SCM
755
Shelton Capital Management
Colorado
$235K – – –
BCMO
756
Buckingham Capital Management (Ohio)
Ohio
$235K – – –
CL
757
CPWM LLC
Washington
$234K -$49K -724 -17%
IIC
758
Ironwood Investment Counsel
Arizona
$234K -$28.6K -423 -11%
KCM
759
Kanawha Capital Management
Virginia
$234K – – –
SMC
760
Smith, Moore & Co
Missouri
$233K +$338 +5 +0.1%
BAM
761
Berkshire Asset Management
Pennsylvania
$232K +$10.2K +150 +5%
CIA
762
Choate Investment Advisors
Massachusetts
$230K +$19.3K +285 +9%
WB
763
Webster Bank
Connecticut
$229K -$43.3K -641 -16%
BW
764
Bison Wealth
Georgia
$229K -$13.6K -201 -6%
HIC
765
Holderness Investments Company
North Carolina
$229K +$9.81K +145 +4%
CDH
766
Charles D. Hyman
$228K – – –
FA
767
Fortis Advisors
Pennsylvania
$227K – – –
PPSG
768
Princeton Portfolio Strategies Group
New Jersey
$226K – – –
TPWA
769
TRUE Private Wealth Advisors
Oregon
$224K – – –
HB
770
Homrich & Berg
Georgia
$223K -$31.5K -465 -12%
RE
771
RBC Europe
United Kingdom
$223K – – –
DDPIC
772
Deroy & Devereaux Private Investment Counsel
Michigan
$221K – – –
SMG
773
Smart Money Group
Texas
$221K +$6.57K +97 +3%
RFA
774
Reilly Financial Advisors
California
$219K -$1.17M -17,190 -84%
IP
775
Intellectus Partners
California
$218K -$3.79K -56 -2%
29 30
31
32 33