NVS icon

Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DIM
501
DC Investments Management
Virginia
$945K
BHWM
502
Bar Harbor Wealth Management
New Hampshire
$941K -$23.8K -274 -2%
PIM
503
Partner Investment Management
California
$927K +$927K +10,711 New
CTC
504
Central Trust Company
Missouri
$920K +$63.3K +728 +7%
STMM
505
South Texas Money Management
Texas
$919K +$352K +4,049 +62%
PIM
506
Penobscot Investment Management
Massachusetts
$916K -$23.5K -270 -2%
DFA
507
Delta Financial Advisors
Louisiana
$911K
CCB
508
Cutter & Co Brokerage
Missouri
$904K -$34.8K -400 -4%
BAM
509
Blueshift Asset Management
New Jersey
$899K +$668K +7,695 +290%
RHBC
510
R.H. Bluestein & Co
Michigan
$897K
RCM
511
Radnor Capital Management
Pennsylvania
$897K
CG
512
Colony Group
Massachusetts
$887K +$7.04K +81 +0.8%
CI
513
CX Institutional
Indiana
$877K -$2.52K -29 -0.3%
LDB
514
Lee, Danner & Bass
Tennessee
$877K +$608 +7 +0.1%
SS
515
Simplicity Solutions
Minnesota
$877K +$79.8K +919 +10%
CB
516
CNB Bank
Pennsylvania
$871K +$170K +1,951 +24%
SWP
517
Stratos Wealth Partners
Ohio
$867K -$7.91K -91 -0.9%
NRS
518
Neville Rodie & Shaw
New York
$863K
AIM
519
Anchor Investment Management
South Carolina
$860K
SCM
520
Sterling Capital Management
North Carolina
$850K -$12.9K -149 -1%
DC
521
Davenport & Co
Virginia
$850K -$457 -5 -0.1%
TSS
522
Two Sigma Securities
New York
$846K +$846K +9,732 New
ECM
523
ExodusPoint Capital Management
New York
$843K +$843K +9,703 New
GIM
524
Goelzer Investment Management
Indiana
$842K -$15.7K -181 -2%
AssetMark Inc
525
AssetMark Inc
California
$833K +$278K +3,199 +50%