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Novartis

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
NRS
526
Neville Rodie & Shaw
New York
$819K
RC
527
Roundview Capital
New Jersey
$816K +$66.5K +807 +9%
DIM
528
DC Investments Management
Virginia
$810K -$125K -1,513 -13%
CF
529
Centaurus Financial
California
$806K -$233K -2,823 -22%
WT
530
Washington Trust
Rhode Island
$805K +$805K +9,768 New
DMC
531
Drexel Morgan & Co
Pennsylvania
$801K +$801K +9,720 New
BMC
532
Beaton Management Company
Massachusetts
$800K +$10.2K +124 +1%
FMC
533
First Merchants Corp
Indiana
$798K +$4.12K +50 +0.5%
AIM
534
Anchor Investment Management
South Carolina
$794K +$2.39K +29 +0.3%
PAS
535
Park Avenue Securities
New York
$792K +$37.4K +454 +5%
BCM
536
Brooktree Capital Management
Michigan
$786K -$15.3K -185 -2%
COF
537
Capital One Financial
Virginia
$782K +$782K +9,476 New
GC
538
Gratus Capital
Georgia
$778K -$94.2K -1,142 -11%
LF
539
Lantz Financial
Illinois
$774K +$85K +1,031 +12%
ONB
540
Old National Bancorp
Indiana
$774K +$165K +2,002 +27%
TIM
541
Thornburg Investment Management
New Mexico
$773K +$773K +9,370 New
CRB
542
Chad R. Baker
$768K
LDB
543
Lee, Danner & Bass
Tennessee
$767K -$58.9K -715 -7%
WGA
544
Weather Gauge Advisory
Virginia
$765K -$2.47K -30 -0.3%
TAM
545
Taurus Asset Management
New York
$763K
HCMT
546
Highland Capital Management (Tennessee)
Tennessee
$763K +$45.4K +550 +6%
TCWM
547
Total Clarity Wealth Management
Illinois
$760K +$4.13K +50 +0.5%
SFA
548
Semmax Financial Advisors
North Carolina
$757K +$246K +2,984 +48%
VC
549
Veracity Capital
Georgia
$755K -$28K -340 -4%
MWM
550
Mission Wealth Management
California
$754K