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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 %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$13.5M +$4.52M +66,732 +50%
CIM
127
Confluence Investment Management
Missouri
$13.5M +$714K +10,552 +6%
Jane Street
128
Jane Street
New York
$13.4M +$12M +176,548 +824%
Truist Financial
129
Truist Financial
North Carolina
$13.4M -$2.21M -32,699 -14%
KFS
130
Kurt F. Somerville
$13.2M +$142K +2,091 +1%
William Blair & Company
131
William Blair & Company
Illinois
$13.1M -$509K -7,527 -4%
PSUF
132
People's United Financial
Connecticut
$12.9M -$16.8K -248 -0.1%
DSA
133
Davis Selected Advisers
Arizona
$12.9M -$2.62M -38,664 -17%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$12.6M -$556K -8,220 -4%
ACM
135
Advisors Capital Management
New Jersey
$12.5M +$1.87M +27,616 +18%
Comerica Bank
136
Comerica Bank
Texas
$12.4M +$57K +808 +0.5%
CTA
137
Carillon Tower Advisers
Florida
$12.4M +$1.78M +26,344 +17%
JGUA
138
John G. Ullman & Associates
New York
$12.3M +$202K +2,985 +2%
TG
139
TCW Group
California
$12M +$2.31M +34,177 +24%
BCAM
140
Boston Common Asset Management
Massachusetts
$12M +$1.33M +19,616 +12%
CIM
141
Corda Investment Management
Texas
$11.8M +$268K +3,954 +2%
OA
142
Oak Associates
Ohio
$11.8M +$10.6M +157,262 +946%
GJIC
143
Gamble Jones Investment Counsel
California
$10.1M +$138K +2,038 +1%
GGI
144
Godsey & Gibb Inc
Virginia
$9.99M -$1.07M -15,831 -10%
CSIC
145
Clifford Swan Investment Counsel
California
$9.83M -$11K -162 -0.1%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$9.72M +$35.5K +525 +0.4%
CCM
147
Chilton Capital Management
Texas
$9.67M +$191K +2,823 +2%
PHS
148
Pekin Hardy Strauss
Illinois
$9.59M -$179K -2,639 -2%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$9.57M -$4.66M -68,893 -33%
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$9.53M +$981K +14,499 +11%
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