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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 %
GWM
501
Greenwich Wealth Management
Connecticut
$931K +$931K +11,291 New
SW
502
SVB Wealth
Massachusetts
$928K +$142K +1,717 +18%
IRAG
503
Investment Research & Advisory Group
Georgia
$921K +$51.6K +626 +6%
Kovitz Investment Group Partners
504
Kovitz Investment Group Partners
Illinois
$916K -$24.4K -296 -3%
TNB
505
TCF National Bank
South Dakota
$906K
AAM
506
Azzad Asset Management
Virginia
$904K -$1.19M -14,453 -57%
MWA
507
Moser Wealth Advisors
Washington
$898K -$14.4K -175 -2%
WA
508
Wambolt & Associates
Colorado
$877K +$40.9K +496 +5%
CG
509
Colony Group
Massachusetts
$876K +$124K +1,498 +16%
CP
510
Covenant Partners
Tennessee
$872K +$319K +3,870 +58%
VPIM
511
Vanguard Personalized Indexing Management
California
$867K +$867K +10,514 New
CB
512
Community Bank
New York
$864K -$143K -1,730 -14%
GA
513
GFS Advisors
Texas
$864K
FIM
514
Freedom Investment Management
Connecticut
$863K +$74.6K +778 +9%
ACP
515
Ashfield Capital Partners
California
$856K -$44.5K -540 -5%
RCM
516
Radnor Capital Management
Pennsylvania
$851K
RHBC
517
R.H. Bluestein & Co
Michigan
$841K +$3.3K +40 +0.4%
DC
518
Davenport & Co
Virginia
$836K +$28.9K +350 +4%
PIM
519
Penobscot Investment Management
Massachusetts
$835K -$7.09K -86 -0.8%
BHC
520
Bowen Hanes & Co
Florida
$832K +$82.4K +1,000 +11%
CI
521
CX Institutional
Indiana
$831K
DFA
522
Delta Financial Advisors
Louisiana
$830K -$32.2K -390 -4%
BPA
523
Beacon Pointe Advisors
California
$826K +$826K +10,037 New
CCB
524
Cutter & Co Brokerage
Missouri
$822K -$34.8K -422 -4%
Wolverine Trading
525
Wolverine Trading
Illinois
$819K -$407K -4,968 -33%