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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 %
KJWM
901
Kiley Juergens Wealth Management
Washington
$57K -$9.86K -128 -15%
H
902
Hexavest
Quebec, Canada
$57K – – –
CHP
903
Cable Hill Partners
Oregon
$56K -$22.9K -296 -29%
ECM
904
Exchange Capital Management
Michigan
$56K – – –
IP
905
Isthmus Partners
Wisconsin
$56K +$56K +720 New
ONST
906
Old North State Trust
North Carolina
$55K +$55K +719 New
WEC
907
Winslow Evans & Crocker
Massachusetts
$54K – – –
CFGS
908
Concourse Financial Group Securities
Alabama
$54K +$54K +695 New
LF
909
Lee Financial
Texas
$52K -$8.54K -110 -14%
HCM
910
Hilton Capital Management
New York
$52K – – –
KAS
911
Kemnay Advisory Services
New York
$52K – – –
PGWM
912
Parisi Gray Wealth Management
New Jersey
$52K – – –
HCM
913
Highlander Capital Management
New Jersey
$51K – – –
BC
914
Barnett & Company
Tennessee
$51K +$51K +662 New
FMP
915
Financial Management Professionals
Texas
$47K – – –
WF
916
WealthTrust Fairport
Ohio
$46K – – –
AF
917
Advisornet Financial
Minnesota
$45K -$16.5K -214 -27%
FBT
918
First Bank & Trust
South Dakota
$44K -$5.9K -80 -12%
MFBTD
919
MB Financial Bank - Trust Department
Illinois
$44K +$8.58K +111 +24%
PCM
920
Polaris Capital Management
Massachusetts
$43K – – –
ST
921
Sageworth Trust
Pennsylvania
$43K – – –
TJHA
922
Thomas J. Herzfeld Advisors
Florida
$43K – – –
CAW
923
Cornerstone Advisors (Washington)
Washington
$43K +$20.3K +264 +89%
TAIM
924
TD Ameritrade Investment Management
Nebraska
$43K +$40.2K +522 +1,411%
CAL
925
Capital Advisors Ltd
Ohio
$43K +$43K +552 New
35 36
37
38 39