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Novartis

1,086 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 341 increasing their positions, 403 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+59
Holders Change %
+5.74%
% of All Funds
24.24%
Holding in Top 10
40
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+81.82%
% of All Funds
0.89%
New
143
Increased
341
Reduced
403
Closed
76
Calls
$108M
Puts
$80.5M
Net Calls
+$27.4M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
CRB
526
Chad R. Baker
$800K
SAM
527
Shamrock Asset Management
Texas
$798K -$1.61K -21 -0.2%
NHC
528
Nicholas Hoffman & Company
Georgia
$794K
DIM
529
DC Investments Management
Virginia
$794K +$794K +10,332 New
DA
530
Dillon & Associates
Michigan
$781K
MWM
531
Mission Wealth Management
California
$780K +$2.46K +32 +0.3%
PVWM
532
Point View Wealth Management
New Jersey
$779K +$2.54K +33 +0.3%
DSC
533
Duncker Streett & Co
Missouri
$778K -$137K -1,785 -15%
FMC
534
First Merchants Corp
Indiana
$777K -$4.31K -56 -0.6%
NWP
535
Northstar Wealth Partners
Connecticut
$774K
CPA
536
Clear Perspective Advisors
Illinois
$772K +$17.1K +223 +2%
Verition Fund Management
537
Verition Fund Management
Connecticut
$772K +$772K +10,043 New
SC
538
Schulhoff & Co
Ohio
$769K -$34.3K -446 -4%
WGA
539
Weather Gauge Advisory
Virginia
$762K +$762K +9,910 New
PFS
540
Prospera Financial Services
Texas
$761K +$259K +3,365 +52%
DT
541
Diversified Trust
Tennessee
$761K +$761K +9,900 New
AFM
542
Andesa Financial Management
Pennsylvania
$752K +$752K +9,810 New
MIC
543
Means Investment Company
Maine
$746K +$746K +9,703 New
NA
544
Neuburgh Advisers
California
$744K -$1.34M -17,454 -64%
ACM
545
Argyle Capital Management
Pennsylvania
$740K
EFS
546
Essex Financial Services
Connecticut
$739K -$5K -65 -0.7%
AWM
547
Aevitas Wealth Management
Massachusetts
$737K
BMO
548
Beck Mack & Oliver
New York
$734K
WAM
549
Wolverine Asset Management
Illinois
$718K -$448K -5,833 -38%
PC
550
Port Capital
Illinois
$718K