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Novartis

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
551
Peachtree Investment Advisors
Georgia
$714K +$74.7K +1,032 +12%
TH
552
Timber Hill
Connecticut
$712K +$712K +9,833 New
SC
553
Schulhoff & Co
Ohio
$708K +$289 +4 +0%
LSAG
554
Lake Street Advisors Group
New Hampshire
$704K -$23.1K -319 -3%
BAM
555
Bruderman Asset Management
New York
$698K -$21.8K -301 -3%
BMO
556
Beck Mack & Oliver
New York
$691K
MSFP
557
Mark Sheptoff Financial Planning
Connecticut
$689K -$513K -7,074 -43%
FPFS
558
First Personal Financial Services
North Carolina
$688K -$19.9K -274 -3%
AL
559
Aspiriant LLC
California
$677K +$677K +9,349 New
EMB
560
Elefante Mark B
$676K -$8.92K -123 -1%
ADMI
561
Albert D. Mason Inc
Massachusetts
$663K -$2.83K -39 -0.4%
MA
562
Mutual Advisors
Nebraska
$663K +$63.1K +871 +11%
WC
563
Woodstock Corp
Massachusetts
$662K -$29.9K -413 -4%
ACA
564
Atlas Capital Advisors
Wyoming
$659K +$659K +9,102 New
AAM
565
AR Asset Management
California
$659K
SAM
566
Silvercrest Asset Management
New York
$658K
PHIMC
567
Private Harbour Investment Management & Counsel
Ohio
$653K -$19.4K -268 -3%
ITIM
568
Indiana Trust & Investment Management
Indiana
$648K -$4.49K -62 -0.7%
CCM
569
Chickasaw Capital Management
Tennessee
$647K
WMSA
570
Weiss Multi-Strategy Advisers
New York
$647K +$80.9K +1,116 +14%
MWM
571
Marietta Wealth Management
Georgia
$640K -$4.49K -62 -0.7%
VCM
572
Violich Capital Management
California
$623K
SG Americas Securities
573
SG Americas Securities
New York
$620K -$3.67M -50,705 -86%
EIP
574
Epoch Investment Partners
New York
$616K -$4.13K -57 -0.7%
PWPS
575
Pinnacle Wealth Planning Services
Ohio
$615K +$506K +6,995 +466%