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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 %
FCMT
301
Founders Capital Management (Texas)
Texas
$2.73M
ANI
302
American National Insurance
Texas
$2.72M
Kayne Anderson Rudnick Investment Management
303
Kayne Anderson Rudnick Investment Management
California
$2.69M +$284K +3,919 +12%
Voloridge Investment Management
304
Voloridge Investment Management
Florida
$2.68M +$2.68M +37,051 New
WHG
305
Westwood Holdings Group
Texas
$2.68M +$352K +4,852 +15%
HTC
306
Haverford Trust Company
Pennsylvania
$2.67M +$98.2K +1,355 +4%
UR
307
USCA RIA
Texas
$2.64M +$573K +7,906 +28%
WIC
308
Woodmont Investment Counsel
Tennessee
$2.64M -$200K -2,755 -7%
SB
309
Suntrust Banks
Georgia
$2.6M -$90.5K -1,249 -3%
SSA
310
Schonfeld Strategic Advisors
New York
$2.59M +$2.59M +35,728 New
LNWWM
311
Laird Norton Wetherby Wealth Management
California
$2.54M +$103K +1,422 +4%
VFA
312
Voya Financial Advisors
Connecticut
$2.52M +$173K +2,371 +7%
BFG
313
Beacon Financial Group
Texas
$2.5M -$12.5K -173 -0.5%
LBC
314
Lawrence B. Cohen
$2.49M +$122K +1,680 +5%
FM
315
Forward Management
California
$2.49M +$29.2K +403 +1%
RWM
316
Rench Wealth Management
Texas
$2.48M -$73.2K -1,010 -3%
RJT
317
Raymond James Trust
Florida
$2.47M -$12.8K -177 -0.5%
Mackenzie Financial
318
Mackenzie Financial
Ontario, Canada
$2.46M +$1.8M +24,785 +271%
PAIM
319
Punch & Associates Investment Management
Minnesota
$2.46M -$70.1K -967 -3%
BS
320
Banco Santander
Spain
$2.45M +$2.45M +33,837 New
VNA
321
Valley National Advisers
Pennsylvania
$2.42M -$14.7K -203 -0.6%
FWM
322
Frontier Wealth Management
Missouri
$2.41M +$575K +7,940 +31%
HWA
323
Heritage Way Advisors
Illinois
$2.37M +$28.3K +390 +1%
MGIA
324
Matthew Goff Investment Advisor
Texas
$2.35M +$131K +1,806 +6%
MA
325
MUFG Americas
New York
$2.33M -$226K -3,116 -9%