NVS icon

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 %
CCP
501
Corient Capital Partners
California
$840K +$135K +2,030 +19%
AL
502
Aspiriant LLC
California
$839K -$191K -2,864 -19%
DA
503
Dillon & Associates
Michigan
$828K -$5.9K -89 -0.7%
CB
504
Chemical Bank
Michigan
$818K +$12.9K +194 +2%
GH
505
GAM Holding
Switzerland
$817K +$305K +4,588 +60%
VKH
506
Virtu KCG Holdings
New York
$816K -$27.8K -417 -3%
CT
507
Clearstead Trust
Maine
$805K
RCM
508
Radnor Capital Management
Pennsylvania
$797K +$9.26K +139 +1%
BFM
509
Boston Financial Management
Massachusetts
$788K +$26.8K +403 +4%
GIP
510
Greatmark Investment Partners
Georgia
$787K +$445K +6,690 +130%
CTI
511
Community Trust & Investment
Kentucky
$783K +$16.2K +243 +2%
CONA
512
Capital One National Association
New York
$778K -$60.7K -912 -7%
LFAS
513
Level Four Advisory Services
Texas
$775K +$22.1K +333 +3%
CS
514
Credit Suisse
Switzerland
$771K -$1.12M -16,809 -59%
EGA
515
E&G Advisors
Texas
$769K +$164K +2,456 +27%
SCM
516
Salem Capital Management
Massachusetts
$763K -$160K -2,400 -17%
SAM
517
Shamrock Asset Management
Texas
$761K -$105K -1,581 -12%
HPC
518
HM Payson & Co
Maine
$761K
AWM
519
AE Wealth Management
Kansas
$755K +$333K +5,014 +79%
LPC
520
Loeb Partners Corp
New York
$754K
GT
521
Greenleaf Trust
Michigan
$754K +$470K +7,068 +166%
Barclays
522
Barclays
United Kingdom
$753K +$134K +2,008 +22%
SCA
523
Salient Capital Advisors
Texas
$750K -$39.7K -597 -5%
AIM
524
Anchor Investment Management
South Carolina
$749K +$75.7K +1,137 +11%
DAC
525
Dividend Assets Capital
South Carolina
$747K -$27.1K -408 -4%