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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 %
CB
351
Commerce Bank
Missouri
$1.95M -$18K -218 -0.9%
FC
352
FCA Corp
Texas
$1.94M +$44.9K +544 +2%
FWCM
353
Ferguson Wellman Capital Management
Oregon
$1.93M -$35.2K -427 -2%
TCOT
354
Trust Company of Toledo
Ohio
$1.93M -$265K -3,214 -12%
CPA
355
Court Place Advisors
Maryland
$1.92M -$8.25K -100 -0.4%
CAMG
356
CWA Asset Management Group
Florida
$1.92M -$99.3K -1,204 -5%
KBG
357
Kahn Brothers Group
New York
$1.91M -$212K -2,575 -10%
PFS
358
Prospera Financial Services
Texas
$1.89M +$208K +2,524 +12%
CCM
359
Cox Capital Management
Massachusetts
$1.89M
MCM
360
McKinley Capital Management
Alaska
$1.89M -$58.7K -712 -3%
Twin Tree Management
361
Twin Tree Management
Texas
$1.88M +$1.88M +22,818 +61,670%
PAM
362
Palisade Asset Management
Minnesota
$1.87M -$20.6K -250 -1%
PCTC
363
Perkins Coie Trust Company
Washington
$1.86M -$80.2K -973 -4%
AT
364
Arden Trust
Delaware
$1.85M +$17.6K +213 +1%
CNFG
365
Creegan & Nassoura Financial Group
New Hampshire
$1.84M
PA
366
Perennial Advisors
New York
$1.83M +$251K +3,039 +16%
ECM
367
EagleClaw Capital Management
Massachusetts
$1.82M -$4.53K -55 -0.2%
GWM
368
Geneos Wealth Management
Colorado
$1.81M -$39.9K -502 -2%
AMG
369
Advisors Management Group
Wisconsin
$1.77M +$14K +170 +0.8%
ASN
370
Advisory Services Network
Georgia
$1.77M +$191K +2,312 +12%
WHG
371
Westwood Holdings Group
Texas
$1.75M +$102K +1,240 +6%
FWM
372
Frontier Wealth Management
Missouri
$1.75M +$614K +7,446 +54%
GIP
373
Greatmark Investment Partners
Georgia
$1.74M +$61K +740 +4%
LBC
374
Lowe Brockenbrough & Co
Virginia
$1.73M -$14.8K -180 -0.9%
LWCFA
375
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.72M -$48.6K -590 -3%