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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
$424M
3
Renaissance Technologies
Renaissance Technologies
New York
$291M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$79.5M
5
Franklin Resources
Franklin Resources
California
$1.19B

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$358M
2
BBHC
Brown Brothers Harriman & Co
New York
$608M
3
MWNA
Marshall Wace North America
New York
$61.4M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$545M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
876
Landaas & Company
Wisconsin
$48K +$48K +703 New
FBT
877
First Bank & Trust
South Dakota
$46K -$21.3K -313 -32%
WEC
878
Winslow Evans & Crocker
Massachusetts
$46K – – –
PGWM
879
Parisi Gray Wealth Management
New Jersey
$46K – – –
DWM
880
Destination Wealth Management
California
$45K -$873 -13 -2%
KAS
881
Kemnay Advisory Services
New York
$45K – – –
MCM
882
Monument Capital Management
Virginia
$45K – – –
HCM
883
Hilton Capital Management
New York
$45K +$45K +670 New
GFP
884
Gryphon Financial Partners
Ohio
$44K -$2.42K -36 -5%
HCM
885
Highlander Capital Management
New Jersey
$44K – – –
FMP
886
Financial Management Professionals
Texas
$42K – – –
WF
887
WealthTrust Fairport
Ohio
$40K -$13.8K -207 -26%
PFA
888
Pathway Financial Advisors
Vermont
$39K – – –
PMFA
889
Plante Moran Financial Advisors
Michigan
$39K +$2.74K +41 +8%
Carson Wealth (CWM LLC)
890
Carson Wealth (CWM LLC)
Nebraska
$39K +$5.35K +78 +16%
PCM
891
Polaris Capital Management
Massachusetts
$38K – – –
ST
892
Sageworth Trust
Pennsylvania
$38K – – –
TJHA
893
Thomas J. Herzfeld Advisors
Florida
$38K – – –
BWM
894
Baystate Wealth Management
Massachusetts
$38K – – –
AA
895
Apriem Advisors
California
$38K +$38K +558 New
GI
896
Gradient Investments
Minnesota
$36K +$5.42K +79 +18%
BCA
897
Bray Capital Advisors
Florida
$35K – – –
HT
898
Heritage Trust
Oklahoma
$35K +$1.48K +22 +4%
PK
899
Pflug Koory
Nebraska
$33K – – –
LYV
900
Live Your Vision
Pennsylvania
$33K – – –
34 35
36
37 38