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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 %
SFG
401
SevenBridge Financial Group
Pennsylvania
$1.52M -$55.1K -732 -3%
PWS
402
Peloton Wealth Strategists
Indiana
$1.52M +$8.42K +112 +0.6%
NA
403
Neuburgh Advisers
California
$1.51M
III
404
Independent Investors Inc
New York
$1.5M
FANJ
405
Financial Architects (New Jersey)
New Jersey
$1.49M +$3.09K +41 +0.2%
GLA
406
Great Lakes Advisors
Illinois
$1.48M -$53.6K -712 -4%
SAM
407
Smithbridge Asset Management
Pennsylvania
$1.47M +$632K +8,404 +75%
ACP
408
Ashfield Capital Partners
California
$1.46M +$192K +2,553 +15%
SRC
409
Shufro Rose & Co
New York
$1.45M
MML Investors Services
410
MML Investors Services
Massachusetts
$1.44M -$432K -5,744 -23%
BOH
411
Bank of Hawaii
Hawaii
$1.43M -$25.7K -342 -2%
RFA
412
Reilly Financial Advisors
California
$1.41M +$8.8K +117 +0.6%
APFBOT
413
Amica Pension Fund Board of Trustees
Rhode Island
$1.39M
Acadian Asset Management
414
Acadian Asset Management
Massachusetts
$1.39M
S
415
SimplyRich
California
$1.39M +$1.39M +18,455 New
TW
416
Transform Wealth
Colorado
$1.38M +$102K +1,356 +8%
HFA
417
HC Financial Advisors
California
$1.37M +$1.37M +18,183 New
CCA
418
Checchi Capital Advisers
California
$1.36M +$5.87K +78 +0.4%
PFS
419
Physicians Financial Services
North Carolina
$1.35M
ASN
420
Advisory Services Network
Georgia
$1.35M +$63.9K +850 +5%
BHWM
421
Bar Harbor Wealth Management
New Hampshire
$1.34M -$166K -2,202 -11%
PAG
422
Private Advisor Group
New Jersey
$1.33M -$942K -12,246 -41%
WOC
423
West Oak Capital
California
$1.33M +$55.8K +742 +4%
First Eagle Investment Management
424
First Eagle Investment Management
New York
$1.33M +$252K +3,348 +23%
AAM
425
Azzad Asset Management
Virginia
$1.32M +$27K +359 +2%