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.

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 %
WCM
176
Wallace Capital Management
Texas
$7.44M +$230K +3,393 +3%
GC
177
Gratus Capital
Georgia
$7.3M -$48.3K -713 -0.7%
RFM
178
Royal Fund Management
Florida
$7.26M -$137K -2,021 -2%
GC
179
Guardian Capital
Ontario, Canada
$7.24M -$76.6K -1,131 -1%
MJP
180
Michael J. Puzo
$7.13M +$164K +2,421 +2%
M
181
MOTCO
Texas
$7.07M +$200K +2,961 +3%
UCFA
182
United Capital Financial Advisors
Texas
$6.99M -$8.84M -135,147 -56%
BC
183
Brinker Capital
Pennsylvania
$6.92M +$371K +5,459 +6%
BCB
184
Brian C. Broderick
$6.89M +$77K +1,138 +1%
CCMIC
185
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$6.87M +$136K +2,005 +2%
GHA
186
GW Henssler & Associates
Georgia
$6.67M +$368K +5,431 +6%
FBC
187
Fairfield, Bush & Co
Connecticut
$6.65M -$340K -5,018 -5%
SWK
188
Stephen W. Kidder
$6.64M +$81.6K +1,206 +1%
CGH
189
Crossmark Global Holdings
Texas
$6.62M -$4.28M -63,265 -39%
FGP
190
Foyston, Gordon, & Payne
Ontario, Canada
$6.57M +$213K +3,147 +3%
EVM
191
Evelyn V. Moreno
$6.49M +$251K +3,710 +4%
GT
192
Glenmede Trust
Pennsylvania
$6.47M +$479K +7,074 +8%
LTFS
193
Ladenburg Thalmann Financial Services
Florida
$6.41M – – –
CCM
194
Cohen Capital Management
California
$6.36M +$28K +413 +0.4%
GC
195
Grimes & Company
Massachusetts
$6.3M -$55.1K -814 -0.9%
JG
196
Jefferies Group
New York
$6.24M +$4.78M +70,564 +326%
PA
197
Pinnacle Associates
New York
$6.18M -$1.3M -19,213 -17%
TRIM
198
Thompson Rubinstein Investment Management
Oregon
$6.14M +$438K +6,466 +8%
WAM
199
World Asset Management
Michigan
$5.93M -$1.96M -28,983 -25%
Baird Financial Group
200
Baird Financial Group
Wisconsin
$5.9M -$2.63M -38,920 -31%
6 7
8
9 10