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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
1
Charles Schwab Investment Advisory
California
$298M
2
Boston Partners
2
Boston Partners
Massachusetts
$424M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$291M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$79.5M
5
Franklin Resources
5
Franklin Resources
California
$1.19B

Top Sellers

1
Parnassus Investments
1
Parnassus Investments
California
$358M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$608M
3
MWNA
3
Marshall Wace North America
New York
$61.4M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$545M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
76
United Services Automobile Association
Texas
$30.2M -$17.7M -260,898 -37%
JPMPWA
77
J.P. Morgan Private Wealth Advisors
California
$29.3M -$3.05M -45,011 -9%
Capital Fund Management (CFM)
78
Capital Fund Management (CFM)
France
$29.2M +$10.2M +150,437 +54%
WFMPM
79
Woodley Farra Manion Portfolio Management
Indiana
$27.5M +$303K +4,470 +1%
Brown Advisory
80
Brown Advisory
Maryland
$26.9M -$1.22M -17,987 -4%
Balyasny Asset Management
81
Balyasny Asset Management
Illinois
$26.6M +$1.27M +18,748 +5%
TIM
82
Thornburg Investment Management
New Mexico
$26.4M +$5.06M +74,783 +24%
DLA
83
Douglas Lane & Associates
New York
$25.6M -$2.26M -33,367 -8%
CCM
84
Compass Capital Management
Minnesota
$25.2M +$2.19M +32,318 +9%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$24.4M -$4.33M -63,901 -15%
First Trust Advisors
86
First Trust Advisors
Illinois
$23.4M +$3.6M +53,142 +18%
PNC
87
Park National Corp
Ohio
$23M +$465K +6,863 +2%
Stifel Financial
88
Stifel Financial
Missouri
$23M +$1.74M +25,697 +8%
RMCM
89
Reynders McVeigh Capital Management
Massachusetts
$22.4M -$2.68M -39,643 -11%
TCM
90
Tekla Capital Management
Massachusetts
$22.3M -$4.17M -61,603 -16%
SC
91
Saturna Capital
Washington
$21.9M -$29.4M -434,793 -57%
WG
92
Welch Group
Alabama
$21.5M +$740K +10,938 +4%
OAM
93
Oppenheimer Asset Management
New York
$20.9M +$221K +3,268 +1%
EVM
94
Eaton Vance Management
Massachusetts
$20.5M -$21.5M -317,719 -51%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$20.3M +$1.19M +17,624 +6%
OCAM
96
Onex Canada Asset Management
Ontario, Canada
$19.5M -$54.4K -804 -0.3%
CFB
97
Cullen/Frost Bankers
Texas
$19.4M -$1.17M -17,308 -6%
GG
98
Gofen & Glossberg
Illinois
$19M +$233K +3,441 +1%
O
99
OppenheimerFunds
New York
$18.8M -$4.05M -59,760 -18%
MAP
100
Managed Asset Portfolios
Michigan
$18.5M +$562K +8,300 +3%
2 3
4
5 6