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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 %
BNP Paribas Asset Management
1001
BNP Paribas Asset Management
France
– -$2.33M -32,114 Closed
Marshall Wace
1002
Marshall Wace
United Kingdom
– -$1.87M -25,853 Closed
BCA
1003
Benchmark Capital Advisors
New York
– -$1.08M -14,843 Closed
CPIM
1004
Columbia Partners Investment Management
Virginia
– -$904K -12,488 Closed
AAM
1005
Augustine Asset Management
Florida
– -$797K -11,015 Closed
DIM
1006
DC Investments Management
Virginia
– -$778K -10,740 Closed
QSS
1007
Quantitative Systematic Strategies
Florida
– -$743K -10,253 Closed
AAM
1008
Ascension Asset Management
New York
– -$718K -9,916 Closed
TH
1009
Timber Hill
Connecticut
– -$712K -9,833 Closed
CCIA
1010
Campbell & Co Investment Adviser
Maryland
– -$445K -6,144 Closed
BWM
1011
Buckley Wealth Management
Nevada
– -$341K -4,707 Closed
GHAM
1012
Gilman Hill Asset Management
Connecticut
– -$319K -4,408 Closed
MG
1013
Markel Group
Virginia
– -$299K -4,129 Closed
1WA
1014
180 Wealth Advisors
Washington
– -$284K -3,931 Closed
YMRC
1015
Yorktown Management & Research Company
Virginia
– -$283K -3,906 Closed
CBU
1016
CIBC Bank USA
Illinois
– -$278K -3,830 Closed
RIA
1017
Regal Investment Advisors
Michigan
– -$276K -3,816 Closed
VCWA
1018
Vanguard Capital Wealth Advisors
Colorado
– -$269K -3,691 Closed
PAA
1019
Peregrine Asset Advisers
Oregon
– -$267K -3,683 Closed
PGA
1020
Premia Global Advisors
Florida
– -$266K -3,683 Closed
BOTW
1021
Bank of the West
California
– -$250K -3,448 Closed
SCP
1022
Syntal Capital Partners
Texas
– -$242K -3,348 Closed
H
1023
HoyleCohen
California
– -$240K -3,316 Closed
PCM
1024
Palisade Capital Management
New Jersey
– -$238K -3,282 Closed
SCM
1025
Schnieders Capital Management
California
– -$237K -3,271 Closed
39 40
41
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