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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 %
HI
976
Harrington Investments
California
$2K – – –
LWA
977
Lowe Wealth Advisors
Maryland
$2K – – –
WAMC
978
Western Asset Management Company
California
$2K +$2K +23 New
TAIM
979
TD Ameritrade Investment Management
Nebraska
$2K +$2K +37 New
1IA
980
1834 Investment Advisors
Wisconsin
$1K – – –
WA
981
WealthTrust-Arizona
Arizona
$1K – – –
JA
982
JOYN Advisors
Georgia
$1K +$1K +9 New
IAS
983
INR Advisory Services
Pennsylvania
$1K +$1K +15 New
NA
984
NewEdge Advisors
Louisiana
$709 -$228 -3,403 -24%
EIP
985
Epoch Investment Partners
New York
$510 -$65 -962 -11%
NDSI
986
Newman Dignan & Sheerar Inc
Rhode Island
$304 – – –
FRA
987
Front Row Advisors
California
$19 +$2 +31 +14%
Point72 Asset Management
988
Point72 Asset Management
Connecticut
– -$37.5M -517,585 Closed
AR
989
Advisory Research
Illinois
– -$22.5M -310,305 Closed
AWCI
990
Alpine Woods Capital Investors
New York
– -$13.9M -191,952 Closed
SAM
991
Senzar Asset Management
New York
– -$10.3M -142,067 Closed
AAMU
992
Amundi Asset Management US
Massachusetts
– -$9.26M -127,788 Closed
GC
993
Grace Capital
Massachusetts
– -$4.73M -65,826 Closed
DLCIG
994
D.L. Carlson Investment Group
New Hampshire
– -$4.49M -61,988 Closed
William Blair Investment Management
995
William Blair Investment Management
Illinois
– -$4.31M -59,478 Closed
Twin Tree Management
996
Twin Tree Management
Texas
– -$4.26M -58,775 Closed
BTW
997
Boston Trust Walden
Massachusetts
– -$3.85M -53,077 Closed
SFPIA
998
Stevens First Principles Investment Advisors
California
– -$3.49M -48,165 Closed
TI
999
Trexquant Investment
Connecticut
– -$3.23M -44,551 Closed
PAIM
1000
Punch & Associates Investment Management
Minnesota
– -$2.46M -33,901 Closed
38 39
40
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