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Novartis

1,005 hedge funds and large institutions have $21.1B invested in Novartis in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 344 increasing their positions, 334 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+69
Holders Change %
+7.37%
% of All Funds
22.83%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.55%
New
137
Increased
344
Reduced
334
Closed
63
Calls
$61.9M
Puts
$42.2M
Net Calls
+$19.7M
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
376
Palisade Asset Management
Minnesota
$1.78M
LWAC
377
Laurel Wealth Advisors (California)
California
$1.76M +$173K +2,303 +11%
CA
378
Clearstead Advisors
Ohio
$1.76M -$102K -1,356 -5%
WS
379
Wedbush Securities
California
$1.74M +$45.8K +609 +3%
CAM
380
Cypress Asset Management
Texas
$1.72M -$62.1K -826 -3%
LBC
381
Lowe Brockenbrough & Co
Virginia
$1.71M +$1.66K +22 +0.1%
SW
382
SVB Wealth
Massachusetts
$1.69M -$113K -1,508 -6%
LC
383
Lourd Capital
California
$1.69M +$1.69M +22,404 New
STA
384
Summit Trail Advisors
New York
$1.68M +$1.68M +20,698 New
ECM
385
EagleClaw Capital Management
Massachusetts
$1.67M +$189K +2,511 +13%
PG
386
Patten Group
Tennessee
$1.64M -$45.4K -603 -3%
FIM
387
Freedom Investment Management
Connecticut
$1.62M +$12K +159 +0.7%
GIA
388
Guyasuta Investment Advisors
Pennsylvania
$1.6M -$186K -2,466 -10%
JWBC
389
J.W. Burns & Co
New York
$1.6M -$18.1K -240 -1%
SCM
390
Sterling Capital Management
North Carolina
$1.6M -$74.7M -992,748 -98%
SIA
391
Sit Investment Associates
Minnesota
$1.6M
LJHT
392
Laurie J. Hall Trustee
$1.57M +$87.7K +1,166 +6%
PT
393
Plimoth Trust
Massachusetts
$1.57M +$1.57M +20,829 New
CT
394
Coastline Trust
Rhode Island
$1.56M -$200K -2,662 -11%
AC
395
Arjuna Capital
North Carolina
$1.55M +$1.55M +20,658 New
NGA
396
Naples Global Advisors
Florida
$1.55M +$121K +1,611 +8%
TCOO
397
Trust Company of Oklahoma
Oklahoma
$1.55M -$28.7K -382 -2%
PP
398
PagnatoKarp Partners
Virginia
$1.54M
FAAS
399
First Allied Advisory Services
California
$1.53M +$147K +1,948 +11%
CA
400
Cambridge Advisors
Nebraska
$1.52M -$21.1K -280 -1%