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Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BMC
526
Beaton Management Company
Massachusetts
$831K +$6.95K +80 +0.8%
FMC
527
First Merchants Corp
Indiana
$830K -$14.8K -170 -2%
TAM
528
Taurus Asset Management
New York
$826K -$21.7K -250 -3%
PFS
529
Prospera Financial Services
Texas
$824K -$74.2K -853 -8%
BIM
530
Bridges Investment Management
Nebraska
$821K +$33.1K +381 +4%
MCM
531
McKinley Capital Management
Alaska
$818K -$19.7K -227 -2%
SCM
532
Salem Capital Management
Massachusetts
$812K
WA
533
Wambolt & Associates
Colorado
$811K -$14.5K -167 -2%
SAM
534
Shamrock Asset Management
Texas
$809K -$21.8K -251 -3%
CRB
535
Chad R. Baker
$809K
WGA
536
Weather Gauge Advisory
Virginia
$809K
FIM
537
Freedom Investment Management
Connecticut
$802K -$61.8K -711 -7%
JMH
538
J.M. Hartwell
New York
$802K -$40.8K -469 -5%
GAM
539
Grandview Asset Management
Pennsylvania
$799K +$799K +9,288 New
MWM
540
Mission Wealth Management
California
$792K -$1.04K -12 -0.1%
BHC
541
Bowen Hanes & Co
Florida
$790K -$34.7K -400 -4%
RC
542
Roundview Capital
New Jersey
$785K +$12.6K +145 +2%
PT
543
Plimoth Trust
Massachusetts
$776K -$79.5K -915 -9%
CCM
544
Covington Capital Management
California
$775K -$69.5K -800 -8%
HPC
545
HM Payson & Co
Maine
$775K -$50.8K -585 -6%
DT
546
Diversified Trust
Tennessee
$767K -$35.3K -406 -4%
KFC
547
Klingenstein Fields & Co
New York
$761K -$99.9K -1,150 -12%
DA
548
Dillon & Associates
Michigan
$761K -$1.13K -13 -0.1%
MIC
549
Means Investment Company
Maine
$759K -$6.95K -79 -0.9%
BPWA
550
Beacon Pointe Wealth Advisors
California
$757K -$95.7K -1,103 -11%