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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 %
WIC
326
Whitegate Investment Counselors
New Hampshire
$2.4M -$186K -2,250 -7%
RFM
327
Royal Fund Management
Florida
$2.38M -$4.73M -57,339 -66%
AllianceBernstein
328
AllianceBernstein
Tennessee
$2.38M -$57.2K -694 -2%
MC
329
Moors & Cabot
Massachusetts
$2.37M -$702K -8,554 -23%
BFG
330
Beacon Financial Group
Texas
$2.37M +$23K +281 +1%
SCM
331
Stonebridge Capital Management
California
$2.33M -$94.8K -1,150 -4%
DSA
332
Davis Selected Advisers
Arizona
$2.3M +$142K +1,720 +7%
IAN
333
Integrated Advisors Network
Texas
$2.27M +$98.6K +1,196 +5%
TC
334
Telemus Capital
Michigan
$2.24M +$127K +1,447 +6%
PCM
335
Parsons Capital Management
Rhode Island
$2.24M -$101K -1,224 -4%
SL
336
Summitry LLC
California
$2.23M +$84K +1,019 +4%
NB
337
NBT Bank
New York
$2.23M -$56.7K -687 -2%
AFM
338
Abbot Financial Management
Massachusetts
$2.22M -$16.4K -199 -0.7%
IIM
339
Ipswich Investment Management
Massachusetts
$2.2M -$223K -2,700 -9%
NED
340
Nancy E. Dempze
$2.12M +$57.3K +695 +3%
QCG
341
Quadrant Capital Group
Ohio
$2.11M +$163K +1,982 +8%
GT
342
Greenleaf Trust
Michigan
$2.09M +$71.1K +863 +4%
VNA
343
Valley National Advisers
Pennsylvania
$2.06M -$136K -1,651 -6%
SCP
344
Shorepoint Capital Partners
Massachusetts
$2.05M +$10.6K +129 +0.5%
AWM
345
Argent Wealth Management
Massachusetts
$2.05M -$72.4K -845 -3%
HKAM
346
Horizon Kinetics Asset Management
New York
$2.05M -$24K -291 -1%
DRD
347
Dennis R. Delaney
$2.01M +$5.36K +65 +0.3%
PAI
348
Pittenger & Anderson Inc
Nebraska
$1.99M -$23.8K -289 -1%
WMSA
349
Weiss Multi-Strategy Advisers
New York
$1.99M +$254K +3,077 +15%
WAM
350
World Asset Management
Michigan
$1.98M