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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 %
CIA
376
Cascade Investment Advisors
Oregon
$1.72M -$36.7K -445 -2%
TPCW
377
TD Private Client Wealth
New York
$1.69M +$265K +3,208 +19%
FC
378
Fayerweather Charles
$1.68M -$53.6K -650 -3%
NAM
379
NorthCoast Asset Management
Connecticut
$1.68M -$80.6K -974 -5%
MCG
380
MACRO Consulting Group
New Jersey
$1.67M +$31.5K +373 +2%
HNB
381
Huntington National Bank
Ohio
$1.66M -$88.8K -1,077 -5%
TNB
382
Thomasville National Bank
Georgia
$1.63M -$5.65K -65 -0.3%
CCC
383
Chelsea Counsel Company
California
$1.63M
BEAM
384
Baker Ellis Asset Management
Washington
$1.63M -$165K -2,000 -9%
SPIA
385
Steward Partners Investment Advisory
New York
$1.62M +$30.4K +369 +2%
AC
386
Asio Capital
Kentucky
$1.61M +$477K +5,789 +42%
NGA
387
Naples Global Advisors
Florida
$1.61M -$114K -1,381 -7%
Kayne Anderson Rudnick Investment Management
388
Kayne Anderson Rudnick Investment Management
California
$1.58M -$252K -3,061 -14%
CT
389
Coastline Trust
Rhode Island
$1.58M -$7.83K -95 -0.5%
CBN
390
Cadence Bank NA
Texas
$1.56M -$450K -5,454 -22%
MC
391
Maverick Capital
Texas
$1.56M +$1.56M +18,918 New
LCM
392
Logan Capital Management
Pennsylvania
$1.56M +$119K +1,444 +8%
Luther King Capital Management (LKCM)
393
Luther King Capital Management (LKCM)
Texas
$1.56M -$295K -3,581 -16%
EHC
394
Everett Harris & Co
California
$1.56M +$91.9K +1,115 +6%
Cerity Partners
395
Cerity Partners
New York
$1.55M -$60.3K -731 -4%
MCP
396
Mirador Capital Partners
California
$1.55M +$181K +2,116 +13%
LWAC
397
Laurel Wealth Advisors (California)
California
$1.54M +$7.83K +95 +0.5%
PP
398
PagnatoKarp Partners
Virginia
$1.53M +$659 +8 +0%
BFO
399
Boston Family Office
Massachusetts
$1.51M -$15.9K -193 -1%
CA
400
Clearstead Advisors
Ohio
$1.5M -$30.5K -370 -2%