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Novartis

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
526
Advisor Partners
California
$784K +$149K +2,049 +23%
BFM
527
Boston Financial Management
Massachusetts
$783K
BMC
528
Beaton Management Company
Massachusetts
$781K
DIM
529
DC Investments Management
Virginia
$778K +$91.5K +1,263 +13%
FIB
530
First Interstate Bank
Montana
$774K -$39.2K -541 -5%
GHCM
531
Glen Harbor Capital Management
California
$774K +$88K +1,214 +13%
NHC
532
Nicholas Hoffman & Company
Georgia
$773K -$9.35K -129 -1%
LDB
533
Lee, Danner & Bass
Tennessee
$773K -$8.84K -122 -1%
AP
534
Appleton Partners
Massachusetts
$772K -$21.9K -302 -3%
JMH
535
J.M. Hartwell
New York
$772K +$24.3K +335 +3%
DAC
536
Dividend Assets Capital
South Carolina
$766K +$40.4K +558 +6%
CRB
537
Chad R. Baker
$753K +$125K +1,730 +20%
QSS
538
Quantitative Systematic Strategies
Florida
$743K +$743K +10,253 New
CPA
539
Clear Perspective Advisors
Illinois
$740K -$110K -1,518 -13%
EIM
540
Essex Investment Management
Massachusetts
$733K +$4.78K +66 +0.7%
FMC
541
First Merchants Corp
Indiana
$731K +$8.12K +112 +1%
ACM
542
Argyle Capital Management
Pennsylvania
$730K
ECM
543
Evergreen Capital Management
Washington
$729K +$729K +10,056 New
PVWM
544
Point View Wealth Management
New Jersey
$726K +$15.1K +209 +2%
IA
545
IFP Advisors
Florida
$723K
AAM
546
Ascension Asset Management
New York
$718K
EFS
547
Essex Financial Services
Connecticut
$718K +$15.9K +219 +2%
SAM
548
Shamrock Asset Management
Texas
$716K -$28.8K -419 -4%
EGA
549
E&G Advisors
Texas
$716K
AWM
550
Aevitas Wealth Management
Massachusetts
$714K -$37.8K -522 -5%