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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 %
CAM
851
Columbia Asset Management
Michigan
$126K +$126K +1,626 New
MRCM
852
M&R Capital Management
New Jersey
$120K -$10.8K -140 -8%
SIAS
853
Shine Investment Advisory Services
Colorado
$119K +$2.16K +28 +2%
MMG
854
Monetary Management Group
Missouri
$116K – – –
Mitsubishi UFJ Asset Management
855
Mitsubishi UFJ Asset Management
Japan
$116K +$116K +1,503 New
BNP Paribas Financial Markets
856
BNP Paribas Financial Markets
France
$116K -$184K -2,384 -61%
TWA
857
TCI Wealth Advisors
Arizona
$113K – – –
SAS
858
Stelac Advisory Services
New York
$113K +$113K +1,468 New
CHC
859
City Holding Co
West Virginia
$110K – – –
GCM
860
Gables Capital Management
Florida
$110K – – –
WPW
861
Winthrop Partners - WNY
New York
$106K – – –
SMFS
862
Squar Milner Financial Services
California
$103K -$3.18K -41 -3%
PO
863
Private Ocean
California
$103K – – –
PAM
864
Panagora Asset Management
Massachusetts
$101K – – –
EDRH
865
Edmond de Rothschild Holding
Switzerland
$100K – – –
KC
866
KHP Capital
Oklahoma
$99K – – –
SNT
867
Security National Trust
West Virginia
$99K – – –
KF
868
Krilogy Financial
Missouri
$99K +$99K +1,285 New
LIA
869
LS Investment Advisors
Michigan
$98K – – –
WC
870
Whitnell & Co
Illinois
$94K -$8.54K -111 -8%
IFAM
871
Institutional & Family Asset Management
Colorado
$94K +$617 +8 +0.7%
CCM
872
Cribstone Capital Management
Maine
$92K – – –
OIA
873
OneDigital Investment Advisors
Kansas
$91K – – –
WWM
874
Willingdon Wealth Management
North Carolina
$91K +$53.7K +692 +144%
APP
875
Avantax Planning Partners
Iowa
$91K +$91K +1,176 New
33 34
35
36 37