NVS icon

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.

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 %
M&T Bank
101
M&T Bank
New York
$18.3M -$213K -3,142 -1%
PAS
102
Professional Advisory Services
Florida
$18.2M +$1.7M +25,042 +10%
Aberdeen Group
103
Aberdeen Group
United Kingdom
$17.4M +$16.9M +249,092 +3,016%
SI
104
Scout Investments
Missouri
$17.4M +$2.52M +37,163 +17%
FFIC
105
First Fiduciary Investment Counsel
Ohio
$17.2M +$55.5K +820 +0.3%
SAM
106
Sectoral Asset Management
Quebec, Canada
$17M -$9.87M -145,805 -37%
BG
107
Bahl & Gaynor
Ohio
$16.6M -$3.51M -51,802 -17%
US Bancorp
108
US Bancorp
Minnesota
$16.6M +$907K +13,402 +6%
BTS
109
BB&T Securities
Virginia
$16.5M +$1.12M +16,571 +7%
GF
110
Gabelli Funds
New York
$16M -$3.93M -58,032 -20%
HCM
111
Howland Capital Management
Massachusetts
$15.8M +$3.05M +45,129 +24%
Voloridge Investment Management
112
Voloridge Investment Management
Florida
$15.5M +$13M +192,387 +519%
EWA
113
Exencial Wealth Advisors
Oklahoma
$15.4M +$635K +9,380 +4%
EIA
114
Edgemoor Investment Advisors
Maryland
$15.4M -$145K -2,146 -0.9%
FCI
115
Financial Counselors Inc
Kansas
$15.1M -$284K -4,190 -2%
MTC
116
McDaniel Terry & Co
Texas
$14.9M +$152K +2,252 +1%
HighTower Advisors
117
HighTower Advisors
Illinois
$14.7M -$404K -5,958 -3%
HTHT
118
Hemenway Trust Hemenway Trust
New Hampshire
$14.2M +$822K +12,146 +6%
Two Sigma Advisers
119
Two Sigma Advisers
New York
$14.2M +$12.5M +184,475 +728%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$14.2M +$1.55M +22,877 +12%
VanEck Associates
121
VanEck Associates
New York
$14M +$2.47M +36,459 +21%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$14M -$89.1K -1,317 -0.6%
TBC
123
Tweedy, Browne Co
Connecticut
$14M -$206K -3,039 -1%
BFS
124
Bradley Foster & Sargent
Connecticut
$13.8M -$254K -3,759 -2%
Massachusetts Financial Services
125
Massachusetts Financial Services
Massachusetts
$13.7M -$4.26K -63 -0%
3 4
5
6 7