NVS icon

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 %
FFC
851
First Financial Corp
Indiana
$73K – – –
HI
852
Hudock Inc
Pennsylvania
$69K -$2.03K -30 -3%
CHP
853
Cable Hill Partners
Oregon
$69K +$4.8K +71 +7%
CWA
854
Clarus Wealth Advisors
Arizona
$67K +$67K +927 New
PR
855
Payden & Rygel
California
$66K – – –
AIM
856
Arcadia Investment Management
Michigan
$66K – – –
CAC
857
Certified Advisory Corp
Florida
$66K +$271 +4 +0.4%
BFC
858
Bedel Financial Consulting
Indiana
$65K – – –
LFA
859
Legacy Financial Advisors
Kentucky
$64K +$70 +1 +0.1%
FWM
860
Focused Wealth Management
New York
$64K +$202 +3 +0.3%
Schroder Investment Management Group
861
Schroder Investment Management Group
United Kingdom
$61K – – –
WAP
862
Wealthcare Advisory Partners
Pennsylvania
$60K – – –
KJWM
863
Kiley Juergens Wealth Management
Washington
$58K +$58K +868 New
FC
864
Ferris Capital
Massachusetts
$56K -$456K -6,726 -89%
ST
865
Smithfield Trust
Pennsylvania
$55K -$34.6K -513 -39%
AF
866
Advisornet Financial
Minnesota
$54K +$610 +9 +1%
HDIM
867
Hanson & Doremus Investment Management
Vermont
$53K -$308K -4,579 -85%
PCM
868
Princeton Capital Management
New Jersey
$53K – – –
QAM
869
QCI Asset Management
New York
$52K -$18.2K -268 -26%
TL
870
TrueWealth LLC
Georgia
$52K – – –
LF
871
Lee Financial
Texas
$52K – – –
JWA
872
JFS Wealth Advisors
Pennsylvania
$51K -$1.55K -23 -3%
GWS
873
Glassman Wealth Services
Virginia
$50K -$3.25K -48 -6%
H
874
Hexavest
Quebec, Canada
$50K – – –
ECM
875
Exchange Capital Management
Michigan
$49K +$45.2K +669 +1,195%
33 34
35
36 37