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Novartis

1,027 hedge funds and large institutions have $22.4B invested in Novartis in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 359 increasing their positions, 368 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+41
Holders Change %
+4.16%
% of All Funds
23.52%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.5%
New
91
Increased
359
Reduced
368
Closed
44
Calls
$89.4M
Puts
$63.6M
Net Calls
+$25.8M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
JMH
526
J.M. Hartwell
New York
$754K
FIB
527
First Interstate Bank
Montana
$753K -$19.6K -254 -3%
EFS
528
Essex Financial Services
Connecticut
$747K +$25.3K +327 +3%
ACM
529
Argyle Capital Management
Pennsylvania
$743K
AWM
530
Aevitas Wealth Management
Massachusetts
$740K -$17.2K -223 -2%
BMO
531
Beck Mack & Oliver
New York
$737K
BOH
532
Bank of Hawaii
Hawaii
$726K -$127K -1,641 -15%
PC
533
Port Capital
Illinois
$721K +$721K +9,338 New
MSFP
534
Mark Sheptoff Financial Planning
Connecticut
$717K
CA
535
Cetera Advisors
Colorado
$712K +$414K +5,356 +139%
V
536
Veritable
Delaware
$709K +$15.5K +201 +2%
STMM
537
South Texas Money Management
Texas
$705K -$217K -2,804 -24%
AAM
538
AR Asset Management
California
$702K
BFM
539
Boston Financial Management
Massachusetts
$698K +$123K +1,590 +21%
MWM
540
Marietta Wealth Management
Georgia
$697K -$6.17K -80 -0.9%
WC
541
Woodstock Corp
Massachusetts
$696K -$8.57K -111 -1%
CCM
542
Chickasaw Capital Management
Tennessee
$689K
PWPS
543
Pinnacle Wealth Planning Services
Ohio
$685K -$11K -142 -2%
EGA
544
E&G Advisors
Texas
$673K -$89.8K -1,164 -12%
GC
545
Garde Capital
Washington
$673K +$18.3K +234 +3%
WT
546
Washington Trust
Rhode Island
$665K +$4.33K +56 +0.7%
SG Americas Securities
547
SG Americas Securities
New York
$661K -$2.29M -29,706 -78%
GTAM
548
Global Trust Asset Management
Florida
$661K -$1.47K -19 -0.2%
SS
549
Simplicity Solutions
Minnesota
$654K -$173K -2,248 -21%
PL
550
Plancorp LLC
Missouri
$651K -$8.18K -106 -1%