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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 %
Mirae Asset Global Investments
201
Mirae Asset Global Investments
South Korea
$5.87M -$7.04K -104 -0.1%
Victory Capital Management
202
Victory Capital Management
Texas
$5.71M -$745K -11,003 -12%
ISL
203
Ingalls & Snyder LLC
New York
$5.61M -$168K -2,483 -3%
KeyBank National Association
204
KeyBank National Association
Ohio
$5.58M -$233K -3,440 -4%
PL
205
Parkwood LLC
Ohio
$5.53M -$129K -1,911 -2%
SBH
206
Segall Bryant & Hamill
Illinois
$5.51M +$1.94M +28,727 +54%
TCM
207
Tradition Capital Management
New Jersey
$5.37M -$63.8K -943 -1%
BCM
208
Buckhead Capital Management
Georgia
$5.31M +$94.4K +1,395 +2%
DP
209
Dearborn Partners
Illinois
$5.29M -$17.8M -262,258 -77%
First Manhattan
210
First Manhattan
New York
$5.22M -$168K -2,484 -3%
AI
211
Ariel Investments
Illinois
$5.21M -$28.6K -423 -0.5%
WT
212
Whittier Trust
California
$5.17M -$100K -1,477 -2%
PP
213
Patten & Patten
Tennessee
$5.11M -$530K -7,835 -9%
CCT
214
Country Club Trust
Missouri
$5.09M -$149K -2,200 -3%
NCM
215
Narwhal Capital Management
Georgia
$5.07M +$414K +6,110 +9%
BIC
216
Beach Investment Counsel
Pennsylvania
$4.99M – – –
BCM
217
Bourgeon Capital Management
Connecticut
$4.98M -$68K -1,004 -1%
CNB
218
Camden National Bank
Maine
$4.98M +$498K +7,350 +11%
FTIOP
219
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.97M -$946K -13,973 -16%
IHL
220
Investment House LLC
California
$4.94M -$20K -296 -0.4%
SC
221
SouthState Corp
Florida
$4.93M -$95.4K -1,410 -2%
PAM
222
Private Asset Management
California
$4.9M -$343K -5,067 -7%
QT
223
Quantbot Technologies
New York
$4.86M +$3.26M +48,121 +204%
ZAM
224
Zevin Asset Management
Massachusetts
$4.69M -$872K -12,879 -16%
GG
225
Greenwood Gearhart
Arkansas
$4.55M +$174K +2,578 +4%
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