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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 %
WWM
901
Willingdon Wealth Management
North Carolina
$33K +$18.5K +270 +128%
BWA
902
Burt Wealth Advisors
Maryland
$32K – – –
MFBTD
903
MB Financial Bank - Trust Department
Illinois
$31K – – –
LGWM
904
Litman Gregory Wealth Management
California
$30K -$41.3K -614 -58%
CLOS
905
Compagnie Lombard Odier SCmA
Switzerland
$30K -$11.3K -168 -27%
AS
906
Altshuler Shaham
Israel
$29K – – –
FCFS
907
First Command Financial Services
Texas
$29K – – –
FCB
908
First Command Bank
Texas
$29K – – –
GRP
909
Global Retirement Partners
California
$29K – – –
OSAM
910
O'Shaughnessy Asset Management
Connecticut
$27K +$6.27K +92 +30%
ME
911
McIlrath & Eck
Washington
$24K +$4.37K +65 +22%
VCM
912
Vigilant Capital Management
Maine
$24K +$8.65K +128 +56%
NCM
913
Nelson Capital Management
California
$23K – – –
IBOK
914
Independence Bank of Kentucky
Kentucky
$23K – – –
SIS
915
Sound Income Strategies
Florida
$22K +$22K +319 New
NIT
916
NumerixS Investment Technologies
British Columbia, Canada
$22K +$22K +335 New
KPCM
917
Kings Point Capital Management
New York
$21K – – –
KIG
918
Kessler Investment Group
Indiana
$21K – – –
CAW
919
Cornerstone Advisors (Washington)
Washington
$20K -$4.8K -71 -19%
TCM
920
Tradewinds Capital Management
Washington
$20K – – –
LWA
921
Lenox Wealth Advisors
New York
$19K -$5.29K -78 -22%
PCFFS
922
Pacific Center for Financial Services
California
$19K – – –
AF
923
Allworth Financial
California
$18K +$338 +5 +2%
B
924
Bridgeworth
Alabama
$17K +$17K +264 New
CBT
925
Central Bank & Trust
Kentucky
$16K – – –
35 36
37
38 39