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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 %
MCM
476
MAI Capital Management
Ohio
$1.04M +$4.37K +53 +0.4%
LSAG
477
Lake Street Advisors Group
New Hampshire
$1.04M +$364K +4,413 +54%
MSAM
478
Moloney Securities Asset Management
Missouri
$1.04M +$103K +1,251 +11%
BCM
479
Becker Capital Management
Oregon
$1.03M -$26K -315 -2%
LC
480
LCNB Corp
Ohio
$1.03M -$6.19K -75 -0.6%
ABC
481
Associated Banc-Corp
Wisconsin
$1.03M +$88.2K +1,070 +9%
NSB
482
Norway Savings Bank
Maine
$1.03M +$824 +10 +0.1%
SWP
483
Stratos Wealth Partners
Ohio
$1.02M +$254K +3,076 +33%
CC
484
Cannell & Co
New York
$1M -$814K -9,875 -45%
SAM
485
Silvercrest Asset Management
New York
$996K +$62.5K +758 +7%
AIIMS
486
Analyst IMS Investment Management Services
Israel
$987K -$38.1K -462 -4%
MA
487
Mutual Advisors
Nebraska
$980K -$14.1K -171 -1%
CIC
488
Carnegie Investment Counsel
Ohio
$979K -$2.88K -35 -0.3%
JFA
489
JNBA Financial Advisors
Minnesota
$976K
KWM
490
Kingsview Wealth Management
Oregon
$970K +$414K +5,017 +74%
IWC
491
Integrated Wealth Concepts
Massachusetts
$968K +$179K +2,173 +23%
TW
492
Transform Wealth
Colorado
$966K -$63.7K -772 -6%
AC
493
Abbrea Capital
California
$966K
CWM
494
Cordatus Wealth Management
Pennsylvania
$961K +$246K +2,978 +34%
NERM
495
New England Research & Management
Illinois
$958K +$958K +11,620 New
OC
496
Oarsman Capital
Wisconsin
$949K -$875K -10,622 -48%
MWM
497
Mattern Wealth Management
Kansas
$940K +$103K +1,245 +12%
HCM
498
Hall Capital Management
Rhode Island
$936K -$29.7K -360 -3%
FFA
499
First Foundation Advisors
California
$935K +$935K +11,337 New
CCP
500
Corient Capital Partners
California
$934K -$354K -4,297 -27%