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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.

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 %
NPF
151
Norris Perne & French
Michigan
$9.41M +$205K +3,025 +2%
WIC
152
Wilkins Investment Counsel
Massachusetts
$9.35M +$419K +6,193 +5%
PSC
153
Prentiss Smith & Co
Vermont
$9.31M -$282K -4,164 -3%
Federated Hermes
154
Federated Hermes
Pennsylvania
$9.31M -$371K -5,480 -4%
GD
155
Grandfield & Dodd
New York
$9.27M +$122K +1,797 +1%
LPL Financial
156
LPL Financial
California
$9.14M +$812K +11,997 +10%
EA
157
Edge Advisors
Georgia
$9.02M +$1.27M +18,748 +16%
FNBOO
158
First National Bank of Omaha
Nebraska
$8.99M -$38K -561 -0.4%
Citigroup
159
Citigroup
New York
$8.98M -$4.22M -62,345 -32%
DG
160
Delek Group
Israel
$8.94M – – –
TNB
161
Thomasville National Bank
Georgia
$8.84M +$83.5K +1,234 +1%
TCOV
162
Trust Company of Vermont
Vermont
$8.61M +$80.5K +1,189 +0.9%
CT
163
Cambridge Trust
Massachusetts
$8.49M -$202K -2,988 -2%
AAM
164
Advisors Asset Management
Colorado
$8.47M +$212K +3,128 +3%
FT
165
Fiduciary Trust
Massachusetts
$8.44M -$936K -13,828 -10%
CIBC World Market
166
CIBC World Market
Ontario, Canada
$8.37M +$1.7M +25,094 +25%
WF
167
Welch & Forbes
Massachusetts
$8.32M -$107K -1,574 -1%
VV
168
Verity & Verity
South Carolina
$8.3M +$99.6K +1,472 +1%
Jones Financial Companies
169
Jones Financial Companies
Missouri
$8.25M +$360K +5,321 +5%
CGT
170
Capital Guardian Trust
California
$8.21M +$334K +4,930 +4%
VW
171
Vantage Wealth
California
$8.07M +$42.5K +628 +0.5%
AAIM
172
American Assets Investment Management
California
$8M – – –
TBA
173
Tower Bridge Advisors
Pennsylvania
$7.96M -$299K -4,412 -4%
DMIC
174
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.65M +$112K +1,651 +1%
DP
175
DDD Partners
Washington
$7.64M +$111K +1,636 +1%
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