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Novartis

908 hedge funds and large institutions have $19.9B invested in Novartis in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 342 increasing their positions, 334 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+5
Holders Change %
+0.55%
% of All Funds
22.64%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
76
Increased
342
Reduced
334
Closed
61
Calls
$30.9M
Puts
$68.2M
Net Calls
-$37.3M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
451
Teza Capital Management
Illinois
$1.09M +$884K +13,277 +422%
ADMI
452
Albert D. Mason Inc
Massachusetts
$1.09M -$732 -11 -0.1%
FBT
453
First Bank & Trust
South Dakota
$1.09M +$251K +3,779 +30%
DWT
454
Dorsey & Whitney Trust
South Dakota
$1.09M +$483K +7,258 +80%
IPC
455
Independent Portfolio Consultants
Florida
$1.09M -$85.5K -1,285 -7%
AAM
456
Azzad Asset Management
Virginia
$1.08M +$317K +4,770 +41%
RG
457
Rikoon Group
New Mexico
$1.08M +$57.8K +837 +6%
RFA
458
Reilly Financial Advisors
California
$1.08M +$80.6K +1,210 +8%
SG Americas Securities
459
SG Americas Securities
New York
$1.08M -$2.64M -39,677 -71%
HSBC Holdings
460
HSBC Holdings
United Kingdom
$1.08M +$195K +2,937 +22%
WOC
461
West Oak Capital
California
$1.07M -$2.2K -33 -0.2%
NPC
462
National Planning Corporation
California
$1.07M -$1.67K -25 -0.2%
MSFP
463
Mark Sheptoff Financial Planning
Connecticut
$1.06M -$413K -6,214 -28%
LC
464
LCNB Corp
Ohio
$1.04M -$16.5K -248 -2%
TW
465
Transform Wealth
Colorado
$1.03M +$1.03M +15,428 New
CCM
466
Covington Capital Management
California
$1.01M -$899K -13,510 -47%
SCM
467
Shelton Capital Management
Colorado
$1M -$9.32K -140 -0.9%
PAM
468
Palisade Asset Management
Minnesota
$996K -$22.2K -334 -2%
Simplex Trading
469
Simplex Trading
Illinois
$994K +$994K +14,938 New
ST
470
Somerset Trust
Pennsylvania
$992K +$20.7K +311 +2%
MWM
471
Mission Wealth Management
California
$983K -$122K -1,832 -11%
CTC
472
Central Trust Company
Missouri
$961K -$8.39K -126 -0.9%
SG
473
StoneX Group
New York
$954K -$8.88K -136 -0.9%
First Eagle Investment Management
474
First Eagle Investment Management
New York
$954K
NSB
475
Norway Savings Bank
Maine
$941K -$323K -4,855 -26%