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Novartis

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
JWBC
401
J.W. Burns & Co
New York
$1.5M -$34.3K -474 -2%
STA
402
Summit Trail Advisors
New York
$1.48M +$288K +4,992 +24%
CA
403
Cambridge Advisors
Nebraska
$1.48M +$12.2K +168 +0.8%
RFA
404
Reilly Financial Advisors
California
$1.48M +$126K +1,740 +9%
GIA
405
Guyasuta Investment Advisors
Pennsylvania
$1.47M -$70K -966 -5%
SW
406
SVB Wealth
Massachusetts
$1.47M -$155K -2,144 -10%
PT
407
Plimoth Trust
Massachusetts
$1.47M -$39.8K -549 -3%
TCOO
408
Trust Company of Oklahoma
Oklahoma
$1.45M -$39.1K -540 -3%
III
409
Independent Investors Inc
New York
$1.45M
SFG
410
SevenBridge Financial Group
Pennsylvania
$1.44M -$20K -276 -1%
RIL
411
Rothschild Investment LLC
Illinois
$1.42M -$695K -9,597 -33%
FAAS
412
First Allied Advisory Services
California
$1.4M -$77.3K -1,067 -5%
TW
413
Transform Wealth
Colorado
$1.4M +$66.9K +924 +5%
PAG
414
Private Advisor Group
New Jersey
$1.39M +$134K +1,847 +11%
MIM
415
Marco Investment Management
Georgia
$1.39M -$885K -12,221 -39%
CAM
416
Cypress Asset Management
Texas
$1.39M -$273K -3,774 -16%
HI
417
HBK Investments
Texas
$1.37M +$1.37M +18,964 New
SRC
418
Shufro Rose & Co
New York
$1.36M -$32.4K -447 -2%
FCM
419
Flinton Capital Management
Pennsylvania
$1.35M +$154K +2,125 +13%
APFBOT
420
Amica Pension Fund Board of Trustees
Rhode Island
$1.34M
Acadian Asset Management
421
Acadian Asset Management
Massachusetts
$1.34M
S
422
SimplyRich
California
$1.34M
CCA
423
Checchi Capital Advisers
California
$1.33M +$28.2K +389 +2%
FANJ
424
Financial Architects (New Jersey)
New Jersey
$1.32M -$113K -1,565 -8%
QIM
425
Quest Investment Management
Oregon
$1.3M +$1.3M +17,970 New