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Novartis

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
351
Mariner
Kansas
$2.33M +$188K +2,056 +9%
TCOT
352
Trust Company of Toledo
Ohio
$2.32M -$261K -2,856 -10%
DRD
353
Dennis R. Delaney
$2.3M -$261K -2,859 -10%
HKAM
354
Horizon Kinetics Asset Management
New York
$2.3M -$343K -3,752 -13%
WMSA
355
Weiss Multi-Strategy Advisers
New York
$2.28M +$754K +8,260 +49%
BEAM
356
Baker Ellis Asset Management
Washington
$2.25M -$361K -3,951 -14%
NA
357
Neuburgh Advisers
California
$2.24M +$1.05M +11,461 +88%
SC
358
Sepio Capital
Utah
$2.23M -$277K -3,034 -11%
SAM
359
Smithbridge Asset Management
Pennsylvania
$2.22M -$210K -2,301 -9%
FC
360
Fayerweather Charles
$2.22M -$273K -2,988 -11%
PAI
361
Pittenger & Anderson Inc
Nebraska
$2.21M -$256K -2,801 -10%
BFO
362
Boston Family Office
Massachusetts
$2.2M -$265K -2,908 -11%
TC
363
Telemus Capital
Michigan
$2.2M -$286K -3,150 -12%
CPA
364
Court Place Advisors
Maryland
$2.18M -$192K -2,103 -8%
FWM
365
Frontier Wealth Management
Missouri
$2.16M +$49.8K +545 +2%
FC
366
FCA Corp
Texas
$2.14M -$212K -2,327 -9%
SL
367
Summitry LLC
California
$2.14M -$21.5M -234,983 -91%
DSA
368
Davis Selected Advisers
Arizona
$2.1M -$68.6K -751 -3%
Connor, Clark & Lunn Investment Management (CC&L)
369
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.09M -$8.84M -96,785 -81%
CBN
370
Cadence Bank NA
Texas
$2.05M -$313K -3,428 -13%
CA
371
Clearstead Advisors
Ohio
$2.04M -$306K -3,355 -13%
PCTC
372
Perkins Coie Trust Company
Washington
$2.03M -$284K -3,106 -12%
SGA
373
Strategic Global Advisors
California
$2.03M -$220K -2,406 -10%
PAM
374
Palisade Asset Management
Minnesota
$2.02M -$234K -2,566 -10%
DPIM
375
Duff & Phelps Investment Management
Illinois
$2.01M -$4.01M -43,990 -67%