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Novartis

908 hedge funds and large institutions have $19.9B invested in Novartis in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 342 increasing their positions, 334 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+5
Holders Change %
+0.55%
% of All Funds
22.64%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
76
Increased
342
Reduced
334
Closed
61
Calls
$30.9M
Puts
$68.2M
Net Calls
-$37.3M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PHIMC
551
Private Harbour Investment Management & Counsel
Ohio
$659K
YIA
552
YHB Investment Advisors
Connecticut
$647K -$141K -2,036 -18%
FPFS
553
First Personal Financial Services
North Carolina
$634K -$56K -842 -8%
ITIM
554
Indiana Trust & Investment Management
Indiana
$633K -$72.4K -1,088 -10%
GHCM
555
Glen Harbor Capital Management
California
$630K
FMC
556
First Merchants Corp
Indiana
$624K -$342K -5,142 -35%
IFB
557
iAB Financial Bank
Indiana
$613K -$37.1K -558 -6%
EIP
558
Epoch Investment Partners
New York
$613K +$178K +2,672 +41%
DSC
559
Duncker Streett & Co
Missouri
$605K
AAM
560
AR Asset Management
California
$605K
CSM
561
CAMG Solamere Management
North Carolina
$595K -$8.46K -128 -1%
CCM
562
Chickasaw Capital Management
Tennessee
$594K
ATC
563
Argent Trust Co
Tennessee
$594K +$108K +1,621 +22%
SIC
564
Shoker Investment Counsel
Ohio
$593K -$10.8K -162 -2%
SIC
565
Salem Investment Counselors
North Carolina
$593K +$122K +1,831 +26%
SC
566
Schulhoff & Co
Ohio
$592K +$87.2K +1,312 +17%
NAM
567
NTV Asset Management
West Virginia
$586K
SFSG
568
Stearns Financial Services Group
North Carolina
$585K
FWCM
569
Ferguson Wellman Capital Management
Oregon
$582K -$43.3K -650 -7%
VCM
570
Violich Capital Management
California
$579K -$15K -226 -3%
PCMM
571
Private Capital Management (Minnesota)
Minnesota
$572K -$96.6K -1,451 -14%
IIC
572
Ironwood Investment Counsel
Arizona
$569K
ICOA
573
Investment Centers of America
North Dakota
$566K +$17.1K +258 +3%
KLI
574
Kelman-Lazarov Inc
Tennessee
$559K
GWM
575
Geneos Wealth Management
Colorado
$558K +$11K +165 +2%