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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 %
CB
451
CNB Bank
Pennsylvania
$1.14M +$200K +2,424 +21%
FFWA
452
FRG Family Wealth Advisors
Washington
$1.13M
DBRC
453
D.B. Root & Company
Pennsylvania
$1.12M -$4.12K -50 -0.4%
FANJ
454
Financial Architects (New Jersey)
New Jersey
$1.11M -$1.73K -21 -0.2%
WAM
455
Wealthspire Advisors (Maryland)
Maryland
$1.11M -$39.1K -474 -3%
PGAM
456
Princeton Global Asset Management
New Jersey
$1.11M +$49.2K +597 +5%
MWM
457
Minot Wealth Management
Massachusetts
$1.11M -$107K -1,292 -9%
ADMI
458
Albert D. Mason Inc
Massachusetts
$1.11M +$3.71K +45 +0.3%
RG
459
Rikoon Group
New Mexico
$1.1M +$161K +1,957 +17%
CS
460
Comerica Securities
Michigan
$1.1M +$119K +1,449 +12%
CTC
461
Central Trust Company
Missouri
$1.09M +$51.4K +623 +5%
BSW
462
Buckingham Strategic Wealth
Missouri
$1.08M +$5.77K +70 +0.5%
GI
463
GAMCO Investors
Connecticut
$1.08M +$82.5K +1,000 +8%
I
464
IberiaBank
Louisiana
$1.08M +$25.7K +312 +2%
HL
465
HeadInvest LLC
Maine
$1.07M +$17K +206 +2%
PFS
466
Physicians Financial Services
North Carolina
$1.07M -$24.7K -300 -2%
CAN
467
Cetera Advisor Networks
California
$1.07M +$5.03K +61 +0.5%
QSS
468
Quantitative Systematic Strategies
Florida
$1.07M +$1.07M +12,935 New
RPSA
469
Richard P. Slaughter Associates
Texas
$1.06M +$45.9K +557 +5%
KIA
470
KCM Investment Advisors
California
$1.06M +$284K +3,443 +37%
CCFCSB
471
Cape Cod Five Cents Savings Bank
Massachusetts
$1.06M -$103K -1,250 -9%
Voloridge Investment Management
472
Voloridge Investment Management
Florida
$1.06M -$12.7M -153,992 -92%
MIM
473
Marco Investment Management
Georgia
$1.06M -$72.2K -875 -6%
DWA
474
Douglass Winthrop Advisors
New York
$1.05M +$40.2K +488 +4%
HCM
475
Hutner Capital Management
Vermont
$1.04M -$315K -3,818 -23%