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Novartis

1,117 hedge funds and large institutions have $19.7B invested in Novartis in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 346 increasing their positions, 457 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-10
Holders Change %
-0.89%
% of All Funds
22.6%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.26%
New
77
Increased
346
Reduced
457
Closed
73
Calls
$178M
Puts
$125M
Net Calls
+$53.1M
Net Calls Change
-$42M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
376
Huntington National Bank
Ohio
$1.66M -$39.4K -453 -2%
ST
377
Somerset Trust
Pennsylvania
$1.66M +$41K +472 +3%
MCP
378
Mirador Capital Partners
California
$1.66M +$53.9K +620 +3%
BEAM
379
Baker Ellis Asset Management
Washington
$1.64M -$33.2K -382 -2%
LWAC
380
Laurel Wealth Advisors (California)
California
$1.64M -$75.4K -867 -4%
SB
381
Simmons Bank
Arkansas
$1.62M -$81.6K -939 -5%
BFO
382
Boston Family Office
Massachusetts
$1.59M
CT
383
Coastline Trust
Rhode Island
$1.58M -$42.6K -490 -3%
DWA
384
Douglass Winthrop Advisors
New York
$1.57M +$679K +7,802 +76%
S
385
SignatureFD
Georgia
$1.57M -$48.8K -561 -3%
III
386
Independent Investors Inc
New York
$1.56M
FFA
387
First Foundation Advisors
California
$1.55M +$628K +7,224 +68%
HFA
388
HC Financial Advisors
California
$1.55M +$105K +1,203 +7%
MCG
389
MACRO Consulting Group
New Jersey
$1.54M -$3.6K -46 -0.2%
AT
390
Arden Trust
Delaware
$1.53M -$238K -2,737 -13%
SIA
391
Sit Investment Associates
Minnesota
$1.52M
Cerity Partners
392
Cerity Partners
New York
$1.52M +$81.7K +939 +6%
NAM
393
NorthCoast Asset Management
Connecticut
$1.52M -$125K -1,433 -8%
CCA
394
Checchi Capital Advisers
California
$1.51M +$81.7K +940 +6%
RGC
395
Roberts, Glore & Co
Illinois
$1.5M -$1.74K -20 -0.1%
ONB
396
Old National Bancorp
Indiana
$1.49M +$367K +4,228 +33%
TC
397
TownSquare Capital
Utah
$1.49M +$373K +4,311 +33%
Kayne Anderson Rudnick Investment Management
398
Kayne Anderson Rudnick Investment Management
California
$1.47M +$178K +2,047 +14%
SWM
399
Sculati Wealth Management
Michigan
$1.46M +$55.4K +637 +4%
WOC
400
West Oak Capital
California
$1.45M -$28.7K -330 -2%