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Novartis

877 hedge funds and large institutions have $19.5B invested in Novartis in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 341 increasing their positions, 311 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
23.44%
Holding in Top 10
37
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+76.19%
% of All Funds
0.99%
New
69
Increased
341
Reduced
311
Closed
56
Calls
$62.8M
Puts
$60.5M
Net Calls
+$2.28M
Net Calls Change
+$2.74M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
326
Creative Planning
Kansas
$2.35M -$82.7K -1,119 -3%
HTC
327
Haverford Trust Company
Pennsylvania
$2.34M -$211K -2,860 -8%
QCM
328
Quadrant Capital Management
New Jersey
$2.32M -$38.4K -519 -2%
Citadel Advisors
329
Citadel Advisors
Florida
$2.31M -$11.5M -154,885 -83%
Kayne Anderson Rudnick Investment Management
330
Kayne Anderson Rudnick Investment Management
California
$2.3M +$559K +7,562 +32%
AMI
331
Amica Mutual Insurance
Rhode Island
$2.28M
KBG
332
Kahn Brothers Group
New York
$2.28M
RJT
333
Raymond James Trust
Florida
$2.25M -$12.4K -168 -0.5%
SSWM
334
Smith Salley Wealth Management
North Carolina
$2.25M +$405K +5,477 +22%
BI
335
Boulegeris Investments
Georgia
$2.24M -$2.19M -29,663 -49%
FHA
336
First Horizon Advisors
Tennessee
$2.23M +$79.5K +1,076 +4%
WIC
337
Woodmont Investment Counsel
Tennessee
$2.22M -$51.2K -692 -2%
CPA
338
Court Place Advisors
Maryland
$2.22M -$35.1K -475 -2%
SCM
339
Stonebridge Capital Management
California
$2.22M -$4.14K -56 -0.2%
TCM
340
Texan Capital Management
Texas
$2.19M -$2.74K -37 -0.1%
KCMRT
341
Kemper Corp Master Retirement Trust
Illinois
$2.19M
TCM
342
Telos Capital Management
California
$2.17M +$129K +1,742 +6%
CNFG
343
Creegan & Nassoura Financial Group
New Hampshire
$2.17M -$49.5K -670 -2%
Geode Capital Management
344
Geode Capital Management
Massachusetts
$2.15M -$323K -4,366 -13%
IIM
345
Ipswich Investment Management
Massachusetts
$2.15M -$470K -6,361 -18%
SCM
346
Salem Capital Management
Massachusetts
$2.15M -$4.26M -57,579 -66%
ECM
347
ETrade Capital Management
Virginia
$2.1M +$119K +1,616 +6%
TCOT
348
Trust Company of Toledo
Ohio
$2.1M +$68.7K +929 +3%
PG
349
Patten Group
Tennessee
$2.07M +$37.1K +502 +2%
FMC
350
First Merchants Corp
Indiana
$2.06M +$206K +2,786 +11%