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Novartis

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EGA
251
Eagle Global Advisors
Texas
$4.07M -$396K -5,470 -9%
LG
252
LaFleur & Godfrey
Michigan
$4.06M +$280K +3,870 +7%
AIIMS
253
Analyst IMS Investment Management Services
Israel
$4.05M -$2.33M -32,117 -36%
OC
254
Oppenheimer & Co
New York
$4M +$52.6K +726 +1%
JAM
255
Jolley Asset Management
North Carolina
$3.94M +$106K +1,467 +3%
HKIM
256
Hayek Kallen Investment Management
Alabama
$3.93M -$140K -1,930 -3%
FA
257
FDx Advisors
Illinois
$3.88M +$218K +3,011 +6%
BTW
258
Boston Trust Walden
Massachusetts
$3.85M -$113K -1,562 -3%
SBH
259
Segall Bryant & Hamill
Illinois
$3.82M -$221K -3,049 -5%
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$3.81M +$132K +1,823 +4%
ECM
261
ETrade Capital Management
Virginia
$3.8M +$776K +10,717 +26%
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$3.77M +$33.9K +468 +0.9%
AG
263
Advisor Group
Arizona
$3.62M -$1.18M -16,302 -25%
SF
264
Synovus Financial
Georgia
$3.53M +$434K +6,001 +14%
GC
265
Guggenheim Capital
Illinois
$3.52M +$92K +1,270 +3%
BEAM
266
Baker Ellis Asset Management
Washington
$3.51M -$55.8K -770 -2%
SFPIA
267
Stevens First Principles Investment Advisors
California
$3.49M
CCMINC
268
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.47M +$20.9K +289 +0.6%
ABP
269
Arthur B. Page
$3.46M +$435 +6 +0%
Allianz Asset Management
270
Allianz Asset Management
Germany
$3.45M +$27.7K +383 +0.8%
CA
271
Commerzbank Aktiengesellschaft
Germany
$3.44M +$183K +2,529 +6%
WIC
272
Whitegate Investment Counselors
New Hampshire
$3.44M +$17.8K +246 +0.5%
GCA
273
Guardian Capital Advisors
Ontario, Canada
$3.43M +$48.2K +664 +1%
MA
274
Montag & Associates
Georgia
$3.43M +$2.28M +31,538 +200%
CBT
275
Capital Bank & Trust
California
$3.39M +$107K +1,473 +3%