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Novartis

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SGA
301
Strategic Global Advisors
California
$2.89M +$626K +7,588 +28%
Mariner
302
Mariner
Kansas
$2.88M +$618K +7,489 +27%
SSWM
303
Smith Salley Wealth Management
North Carolina
$2.88M -$103K -1,247 -3%
CCA
304
Catalyst Capital Advisors
New York
$2.88M +$148K +1,795 +5%
SAM
305
Smithbridge Asset Management
Pennsylvania
$2.87M +$141K +1,709 +5%
HWA
306
Heritage Way Advisors
Illinois
$2.86M +$90.1K +1,093 +3%
WIC
307
Woodmont Investment Counsel
Tennessee
$2.85M +$156K +1,893 +6%
ATC
308
Argent Trust Co
Tennessee
$2.85M -$60.4K -733 -2%
VAS
309
Vestmark Advisory Solutions
Massachusetts
$2.82M -$10.7K -130 -0.4%
CCM
310
Canal Capital Management
Virginia
$2.81M +$321K +3,895 +13%
EGA
311
Eagle Global Advisors
Texas
$2.78M -$161K -1,948 -5%
MNBTD
312
Moody National Bank Trust Division
Texas
$2.74M +$27.6K +335 +1%
BCM
313
Brookmont Capital Management
Texas
$2.69M -$214K -2,590 -7%
MA
314
MUFG Americas
New York
$2.68M -$118K -1,430 -4%
PPW
315
Parcion Private Wealth
Washington
$2.66M +$50.5K +613 +2%
BA
316
Bristlecone Advisors
Washington
$2.63M -$61.4K -745 -2%
PAG
317
Private Advisor Group
New Jersey
$2.61M -$92.3K -1,120 -3%
ANTB
318
AMG National Trust Bank
Colorado
$2.53M -$311K -3,777 -11%
ANI
319
American National Insurance
Texas
$2.52M
GCA
320
Guardian Capital Advisors
Ontario, Canada
$2.51M -$9.38K -165 -0.4%
LBC
321
Lawrence B. Cohen
$2.49M +$86.6K +1,050 +4%
SI
322
Stephens Inc
Arkansas
$2.45M +$380K +4,604 +18%
GC
323
Guggenheim Capital
Illinois
$2.43M -$293K -3,557 -11%
PI
324
PEAK6 Investments
Illinois
$2.42M +$2.42M +29,398 New
AWM
325
Avitas Wealth Management
California
$2.41M -$785K -9,527 -25%