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Novartis

1,005 hedge funds and large institutions have $21.1B invested in Novartis in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 344 increasing their positions, 334 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+69
Holders Change %
+7.37%
% of All Funds
22.83%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.55%
New
137
Increased
344
Reduced
334
Closed
63
Calls
$61.9M
Puts
$42.2M
Net Calls
+$19.7M
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
BNP Paribas Asset Management
301
BNP Paribas Asset Management
France
$2.74M
HTC
302
Haverford Trust Company
Pennsylvania
$2.67M +$25.4K +338 +1%
MA
303
MUFG Americas
New York
$2.66M +$130K +1,728 +5%
RWM
304
Rench Wealth Management
Texas
$2.65M +$168K +2,235 +7%
PAIM
305
Punch & Associates Investment Management
Minnesota
$2.62M -$30.3K -403 -1%
BFG
306
Beacon Financial Group
Texas
$2.61M +$19.3K +256 +0.7%
T. Rowe Price Associates
307
T. Rowe Price Associates
Maryland
$2.6M +$912K +12,125 +54%
BA
308
Bristlecone Advisors
Washington
$2.6M +$3.01K +40 +0.1%
RJT
309
Raymond James Trust
Florida
$2.58M -$91.3K -1,214 -3%
FM
310
Forward Management
California
$2.55M -$49.1K -653 -2%
LNWWM
311
Laird Norton Wetherby Wealth Management
California
$2.53M +$108K +1,429 +4%
VNA
312
Valley National Advisers
Pennsylvania
$2.52M -$48.5K -644 -2%
TF
313
TIAA FSB
Florida
$2.5M +$242K +3,214 +11%
Kayne Anderson Rudnick Investment Management
314
Kayne Anderson Rudnick Investment Management
California
$2.5M +$141K +1,880 +6%
LBC
315
Lawrence B. Cohen
$2.46M +$46.9K +623 +2%
CCM
316
Catawba Capital Management
Virginia
$2.46M -$157K -2,081 -6%
HWA
317
Heritage Way Advisors
Illinois
$2.43M +$115K +1,535 +5%
VFA
318
Voya Financial Advisors
Connecticut
$2.43M +$258K +3,421 +12%
AC
319
Alexandria Capital
Virginia
$2.43M +$2.41M +32,060 +17,911%
TCOT
320
Trust Company of Toledo
Ohio
$2.42M -$66.2K -880 -3%
WHG
321
Westwood Holdings Group
Texas
$2.42M -$20.2K -268 -0.8%
BFO
322
Boston Family Office
Massachusetts
$2.41M -$36.1K -480 -1%
Pacer Advisors
323
Pacer Advisors
Pennsylvania
$2.39M +$418K +5,555 +21%
PCM
324
Parsons Capital Management
Rhode Island
$2.38M +$1.05K +14 +0%
MIM
325
Marco Investment Management
Georgia
$2.36M -$55.2K -734 -2%