NVS icon

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 %
JFA
876
JNBA Financial Advisors
Minnesota
$87K -$937K -12,137 -92%
AOWM
877
Alpha Omega Wealth Management
Virginia
$87K – – –
THWM
878
Taylor Hoffman Wealth Management
Virginia
$86K – – –
FFC
879
First Financial Corp
Indiana
$84K – – –
LFA
880
Legacy Financial Advisors
Kentucky
$82K +$11.7K +152 +17%
SBL
881
Sargent Bickham Lagudis
Colorado
$81K -$5.65K -73 -7%
HI
882
Hudock Inc
Pennsylvania
$78K – – –
AIM
883
Arcadia Investment Management
Michigan
$76K – – –
PR
884
Payden & Rygel
California
$75K – – –
BFC
885
Bedel Financial Consulting
Indiana
$73K – – –
CWA
886
Clarus Wealth Advisors
Arizona
$73K +$1.32K +17 +2%
Schroder Investment Management Group
887
Schroder Investment Management Group
United Kingdom
$72K – – –
HWA
888
Heritage Wealth Advisors
Virginia
$70K +$70K +912 New
CAC
889
Certified Advisory Corp
Florida
$69K -$6.76K -87 -9%
WAP
890
Wealthcare Advisory Partners
Pennsylvania
$68K – – –
GWS
891
Glassman Wealth Services
Virginia
$68K +$10.8K +140 +19%
FC
892
Ferris Capital
Massachusetts
$64K – – –
ST
893
Smithfield Trust
Pennsylvania
$63K – – –
TL
894
TrueWealth LLC
Georgia
$62K +$2.69K +35 +5%
DWM
895
Destination Wealth Management
California
$62K +$10.1K +131 +20%
HDIM
896
Hanson & Doremus Investment Management
Vermont
$61K – – –
PCM
897
Princeton Capital Management
New Jersey
$61K – – –
QAM
898
QCI Asset Management
New York
$59K – – –
JWA
899
JFS Wealth Advisors
Pennsylvania
$59K – – –
FWM
900
Focused Wealth Management
New York
$58K -$16.1K -207 -22%
34 35
36
37 38