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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 %
TFS
801
TrustCore Financial Services
Tennessee
$177K +$12.9K +191 +8%
MGIA
802
Moneta Group Investment Advisors
Missouri
$174K +$174K +2,568 New
NEAM
803
New England Asset Management
Connecticut
$170K – – –
CFG
804
Citizens Financial Group
Rhode Island
$168K -$816 -12 -0.5%
CT
805
Clearstead Trust
Maine
$157K – – –
FPB
806
First PREMIER Bank
South Dakota
$156K – – –
JCM
807
Jacobi Capital Management
Pennsylvania
$156K +$3.18K +47 +2%
BCP
808
Blackhawk Capital Partners
Wisconsin
$151K – – –
CAL
809
Capital Analysts LLC
Pennsylvania
$149K – – –
BAM
810
Barrett Asset Management
New York
$147K -$22.6K -335 -13%
ACS
811
Archford Capital Strategies
Illinois
$147K +$12.9K +191 +10%
CFG
812
CKW Financial Group
Hawaii
$144K – – –
CPIG
813
Chicago Partners Investment Group
Illinois
$139K +$5.29K +78 +4%
QCIG
814
Quad-Cities Investment Group
Iowa
$139K +$139K +2,042 New
HL
815
Harding Loevner
New Jersey
$132K – – –
SWM
816
SeaCrest Wealth Management
New York
$131K +$19.5K +287 +17%
RWA
817
River Wealth Advisors
Pennsylvania
$131K +$131K +1,938 New
CFN
818
Cordasco Financial Network
Florida
$128K – – –
RCAG
819
Rehmann Capital Advisory Group
Michigan
$122K -$68.5K -1,012 -36%
NSIM
820
North Star Investment Management
Illinois
$118K +$1.29K +19 +1%
DBT
821
Dubuque Bank & Trust
Iowa
$117K -$1.56K -23 -1%
MRCM
822
M&R Capital Management
New Jersey
$115K +$338 +5 +0.3%
AWM
823
AllSquare Wealth Management
New York
$112K +$112K +1,651 New
MFW
824
Mosaic Family Wealth
Missouri
$109K +$3.33K +49 +3%
BWA
825
BDO Wealth Advisors
Florida
$104K +$8.58K +127 +9%
31 32
33
34 35