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Novartis
NVS

Overview Fund Activity

1,027 hedge funds and large institutions have $22.4B invested in Novartis in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 359 increasing their positions, 368 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+41
Holders Change %
+4.16%
% of All Funds
23.52%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.5%
New
91
Increased
359
Reduced
368
Closed
44
Calls
$89.4M
Puts
$63.6M
Net Calls
+$25.8M
Net Calls Change
-$44.1M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$208M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$87.7M
3
EAM
Eagle Asset Management
Florida
+$71.4M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$67.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$64M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$76.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$73.7M
3
Franklin Resources
Franklin Resources
California
-$56.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$51.1M
5
BBHC
Brown Brothers Harriman & Co
New York
-$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
826
Citizens Financial Group
Rhode Island
$191K – – –
CT
827
Clearstead Trust
Maine
$179K – – –
FPB
828
First PREMIER Bank
South Dakota
$178K – – –
NFG
829
Next Financial Group
Texas
$170K -$178K -2,310 -51%
CAL
830
Capital Analysts LLC
Pennsylvania
$170K – – –
BAM
831
Barrett Asset Management
New York
$168K – – –
CFG
832
CKW Financial Group
Hawaii
$164K – – –
QCIG
833
Quad-Cities Investment Group
Iowa
$158K – – –
ACS
834
Archford Capital Strategies
Illinois
$154K -$14.2K -183 -8%
WAS
835
WESPAC Advisors SoCal
California
$152K +$152K +1,981 New
HL
836
Harding Loevner
New Jersey
$151K – – –
SWM
837
SeaCrest Wealth Management
New York
$149K – – –
MCM
838
Monument Capital Management
Virginia
$148K +$97.1K +1,257 +191%
HR
839
Howe & Rusling
New York
$147K +$49.6K +642 +51%
CFN
840
Cordasco Financial Network
Florida
$146K – – –
RMC
841
Resources Management Corp
Connecticut
$142K +$142K +1,841 New
CG
842
Cutler Group
California
$137K +$137K +1,786 New
RCAG
843
Rehmann Capital Advisory Group
Michigan
$137K -$2.01K -26 -1%
NSIM
844
North Star Investment Management
Illinois
$134K – – –
RWA
845
River Wealth Advisors
Pennsylvania
$131K -$18.3K -238 -12%
BAM
846
Belpointe Asset Management
Nevada
$131K +$131K +1,695 New
TRCT
847
Tower Research Capital (TRC)
New York
$130K -$161K -2,099 -55%
DBT
848
Dubuque Bank & Trust
Iowa
$130K -$3.01K -39 -2%
AWM
849
AllSquare Wealth Management
New York
$127K – – –
BWA
850
BDO Wealth Advisors
Florida
$127K +$8.62K +112 +7%
32 33
34
35 36