NVS icon

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 %
LSAG
526
Lake Street Advisors Group
New Hampshire
$755K +$755K +10,032 New
DAC
527
Dividend Assets Capital
South Carolina
$753K -$2.1K -28 -0.3%
FMC
528
First Merchants Corp
Indiana
$751K +$71.4K +949 +11%
BAM
529
Bruderman Asset Management
New York
$748K -$113K -1,496 -13%
AAM
530
Ascension Asset Management
New York
$746K +$746K +9,916 New
EGA
531
E&G Advisors
Texas
$743K +$109K +1,451 +17%
PVWM
532
Point View Wealth Management
New Jersey
$738K +$17.5K +232 +2%
SC
533
Schulhoff & Co
Ohio
$735K +$16.8K +224 +2%
FPFS
534
First Personal Financial Services
North Carolina
$735K +$67.9K +903 +10%
ATC
535
Argent Trust Co
Tennessee
$734K -$15.8K -210 -2%
EFS
536
Essex Financial Services
Connecticut
$729K -$47.9K -637 -6%
IA
537
IFP Advisors
Florida
$723K -$306K -4,073 -30%
BMO
538
Beck Mack & Oliver
New York
$718K -$73.5K -977 -9%
WC
539
Woodstock Corp
Massachusetts
$718K
DIM
540
DC Investments Management
Virginia
$713K +$713K +9,477 New
GHCM
541
Glen Harbor Capital Management
California
$712K
EMB
542
Elefante Mark B
$710K +$187K +2,489 +36%
S
543
SignatureFD
Georgia
$706K +$162K +2,149 +30%
PHIMC
544
Private Harbour Investment Management & Counsel
Ohio
$699K -$4.22K -56 -0.6%
CSM
545
CAMG Solamere Management
North Carolina
$693K -$34.4K -419 -5%
RC
546
Roundview Capital
New Jersey
$693K +$85.7K +1,139 +14%
ADMI
547
Albert D. Mason Inc
Massachusetts
$691K +$2.11K +28 +0.3%
Mackenzie Financial
548
Mackenzie Financial
Ontario, Canada
$687K +$162K +2,154 +31%
AAM
549
AR Asset Management
California
$684K
SAM
550
Silvercrest Asset Management
New York
$683K -$25.1K -334 -4%