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Novartis

1,005 hedge funds and large institutions have $21.1B invested in Novartis in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 344 increasing their positions, 334 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+69
Holders Change %
+7.37%
% of All Funds
22.83%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.55%
New
137
Increased
344
Reduced
334
Closed
63
Calls
$61.9M
Puts
$42.2M
Net Calls
+$19.7M
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
LPC
501
Loeb Partners Corp
New York
$848K
CT
502
CPF Texas
Texas
$845K +$845K +11,235 New
FIB
503
First Interstate Bank
Montana
$844K -$231K -3,077 -22%
GWM
504
Geneos Wealth Management
Colorado
$844K -$132K -1,754 -14%
HBT
505
Hills Bank & Trust
Iowa
$844K -$24.6K -327 -3%
NRS
506
Neville Rodie & Shaw
New York
$834K
CTC
507
Central Trust Company
Missouri
$833K -$71.5K -951 -8%
HPC
508
HM Payson & Co
Maine
$831K +$18.6K +248 +2%
FFS
509
Founders Financial Securities
Maryland
$826K +$14.9K +198 +2%
AP
510
Appleton Partners
Massachusetts
$825K +$2.94K +39 +0.4%
FC
511
Ferris Capital
Massachusetts
$818K
SAM
512
Shamrock Asset Management
Texas
$814K
BFM
513
Boston Financial Management
Massachusetts
$813K -$14.7K -195 -2%
BDS
514
Banco de Sabadell
Florida
$813K +$813K +10,811 New
NHC
515
Nicholas Hoffman & Company
Georgia
$812K -$52.7K -701 -6%
LDB
516
Lee, Danner & Bass
Tennessee
$812K
BMC
517
Beaton Management Company
Massachusetts
$811K -$6.32K -84 -0.8%
CAN
518
Cetera Advisor Networks
California
$808K -$37.4K -498 -4%
RCM
519
Riverhead Capital Management
Delaware
$789K
AWM
520
Aevitas Wealth Management
Massachusetts
$781K +$781K +10,379 New
DSC
521
Duncker Streett & Co
Missouri
$778K
JMH
522
J.M. Hartwell
New York
$777K
BTIS
523
BB&T Investment Services
North Carolina
$770K +$129K +1,713 +20%
ACM
524
Argyle Capital Management
Pennsylvania
$758K
EIM
525
Essex Investment Management
Massachusetts
$756K