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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 %
FBT
1026
First Bankers Trust
Kentucky
– -$230K -3,181 Closed
RA
1027
RFG Advisory
Alabama
– -$230K -3,171 Closed
HSBC Holdings
1028
HSBC Holdings
United Kingdom
– -$223K -3,077 Closed
GI
1029
GAMCO Investors
Connecticut
– -$222K -3,063 Closed
SFA
1030
Sequoia Financial Advisors
Ohio
– -$221K -3,051 Closed
GP
1031
Girard Partners
Pennsylvania
– -$221K -3,047 Closed
FPCG
1032
Fort Pitt Capital Group
Pennsylvania
– -$221K -3,046 Closed
MHIC
1033
Marble Harbor Investment Counsel
Massachusetts
– -$216K -2,985 Closed
RMDI
1034
R.M. Davis Inc
Maine
– -$212K -2,930 Closed
RT
1035
Rockland Trust
Massachusetts
– -$211K -2,911 Closed
SSA
1036
South Street Advisors
New York
– -$210 -2,902 Closed
BCM
1037
Brookstone Capital Management
Illinois
– -$207K -2,857 Closed
VST
1038
Van Strum & Towne
California
– -$206K -2,840 Closed
PFP
1039
Pinnacle Financial Partners
Tennessee
– -$205K -2,828 Closed
BIA
1040
Bigelow Investment Advisors
Maine
– -$205K -2,823 Closed
CONA
1041
Capital One National Association
New York
– -$203K -2,803 Closed
LCM
1042
Lucas Capital Management
New Jersey
– -$203K -2,790 Closed
VCM
1043
Virtue Capital Management
Tennessee
– -$185K -2,664 Closed
FCAG
1044
First Capital Advisors Group
New Jersey
– -$182K -2,510 Closed
APP
1045
Avantax Planning Partners
Iowa
– -$172K -2,418 Closed
WAS
1046
WESPAC Advisors SoCal
California
– -$147K -2,037 Closed
HFP
1047
Holistic Financial Partners
Indiana
– -$118K -1,625 Closed
IWM
1048
IHT Wealth Management
Illinois
– -$75K -1,049 Closed
MCWS
1049
McKinley Carter Wealth Services
West Virginia
– -$67K -924 Closed
PWM
1050
Perigon Wealth Management
California
– -$65K -859 Closed
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