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Novartis

1,005 hedge funds and large institutions have $21.1B invested in Novartis in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 344 increasing their positions, 334 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+69
Holders Change %
+7.37%
% of All Funds
22.83%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.55%
New
137
Increased
344
Reduced
334
Closed
63
Calls
$61.9M
Puts
$42.2M
Net Calls
+$19.7M
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
AP
551
Advisor Partners
California
$683K +$244K +3,127 +55%
ITIM
552
Indiana Trust & Investment Management
Indiana
$678K -$15.8K -210 -2%
CCM
553
Chickasaw Capital Management
Tennessee
$672K
MWM
554
Marietta Wealth Management
Georgia
$669K +$33.3K +443 +5%
PIA
555
Peachtree Investment Advisors
Georgia
$664K -$359K -4,770 -35%
JG
556
Jefferies Group
New York
$664K +$664K +8,822 New
CRB
557
Chad R. Baker
$652K +$199K +2,651 +44%
VCM
558
Violich Capital Management
California
$646K
EIP
559
Epoch Investment Partners
New York
$644K -$9.18K -122 -1%
KLI
560
Kelman-Lazarov Inc
Tennessee
$631K
CG
561
Colony Group
Massachusetts
$628K +$407K +5,405 +184%
YIA
562
YHB Investment Advisors
Connecticut
$624K -$23K -305 -4%
MA
563
Mutual Advisors
Nebraska
$623K +$623K +8,281 New
BA
564
Boston Advisors
Massachusetts
$622K +$84.5K +1,122 +16%
Aberdeen Group
565
Aberdeen Group
United Kingdom
$621K +$33.5K +446 +6%
SWP
566
Strategic Wealth Partners
Ohio
$621K +$621K +8,399 New
AWM
567
Avior Wealth Management
Nebraska
$615K +$461K +6,136 +301%
PFS
568
Prospera Financial Services
Texas
$614K -$37.5K -492 -6%
BONST
569
Bank of Nova Scotia Trust
Ontario, Canada
$613K -$4.74M -62,895 -89%
SFSG
570
Stearns Financial Services Group
North Carolina
$613K -$42.1K -560 -6%
LNC
571
Lincoln National Corp
Pennsylvania
$610K +$324K +4,305 +113%
NSAM
572
North Star Asset Management
Wisconsin
$609K +$609K +8,100 New
NFA
573
Nuveen Fund Advisors
Illinois
$608K -$130K -1,732 -18%
NAM
574
NTV Asset Management
West Virginia
$608K -$9.63K -128 -2%
MAA
575
Mraz Amerine & Associates
California
$605K -$50.3K -669 -8%