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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 %
MFW
776
Meristem Family Wealth
Minnesota
$217K -$3.52K -52 -2%
HCA
777
Heck Capital Advisors
Wisconsin
$216K +$1.35K +20 +0.6%
RRAM
778
River Road Asset Management
Kentucky
$216K – – –
NCM
779
Noesis Capital Mangement
Florida
$215K – – –
ST
780
Spinnaker Trust
Maine
$215K +$1.08K +16 +0.5%
PCA
781
Peddock Capital Advisors
Massachusetts
$213K -$1.28K -19 -0.6%
SAM
782
Seelaus Asset Management
New Jersey
$213K +$812 +12 +0.4%
PA
783
Parallel Advisors
California
$212K -$78.7K -1,166 -27%
NERM
784
New England Research & Management
Illinois
$210K -$28.4K -419 -12%
EFSCE
785
Enterprise Financial Services Corp (EFSC)
Missouri
$207K -$814 -12 -0.4%
LNC
786
Lincoln National Corp
Pennsylvania
$206K -$67.2K -992 -25%
MMPW
787
Mitchell McLeod Pugh & Williams
Alabama
$205K – – –
TF
788
Tompkins Financial
New York
$203K +$43.4K +641 +27%
MYIA
789
Mount Yale Investment Advisors
Colorado
$202K +$136K +2,001 +205%
SHA
790
Seneca House Advisors
Virginia
$201K +$4.2K +62 +2%
SSWM
791
Sheets Smith Wealth Management
North Carolina
$200K – – –
LW
792
Linscomb Wealth
Texas
$200K +$200K +2,954 New
CRC
793
Curi RMB Capital
Illinois
$200K +$200K +2,957 New
FHA
794
Flagship Harbor Advisors
Massachusetts
$199K +$199K +2,946 New
WPP
795
Whalerock Point Partners
Rhode Island
$197K -$96.6K -1,428 -33%
ARMT
796
Amica Retiree Medical Trust
Rhode Island
$196K – – –
SFSIG
797
San Francisco Sentry Investment Group
California
$185K -$92K -1,359 -33%
PCG
798
Private Capital Group
Connecticut
$183K -$2.77K -41 -1%
SC
799
Sawyer & Company
Massachusetts
$180K – – –
SAM
800
Security Asset Management
New York
$177K – – –
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32
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