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Novartis

1,027 hedge funds and large institutions have $22.4B invested in Novartis in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 359 increasing their positions, 368 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+41
Holders Change %
+4.16%
% of All Funds
23.52%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.5%
New
91
Increased
359
Reduced
368
Closed
44
Calls
$89.4M
Puts
$63.6M
Net Calls
+$25.8M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
1SB
551
1ST Source Bank
Indiana
$651K -$1.31K -17 -0.2%
MSAM
552
Moloney Securities Asset Management
Missouri
$651K +$3.17K +41 +0.5%
WSTAM
553
Wilbanks Smith & Thomas Asset Management
Virginia
$636K +$103K +1,332 +19%
LSAG
554
Lake Street Advisors Group
New Hampshire
$631K -$48.9K -633 -7%
MAA
555
Mraz Amerine & Associates
California
$629K
AL
556
Aspiriant LLC
California
$623K -$53.7K -694 -8%
FPFS
557
First Personal Financial Services
North Carolina
$620K -$78.1K -1,011 -11%
VCM
558
Violich Capital Management
California
$619K -$36.2K -469 -6%
SS
559
Sunbelt Securities
Texas
$613K +$1.93K +25 +0.3%
WJA
560
Williams Jones & Associates
New York
$611K +$5.33K +69 +0.9%
DC
561
Diametric Capital
Massachusetts
$611K +$611K +7,916 New
SPC
562
Sigma Planning Corp
Michigan
$608K -$13.7K -177 -2%
SFSG
563
Stearns Financial Services Group
North Carolina
$608K +$12.9K +167 +2%
FWCM
564
Ferguson Wellman Capital Management
Oregon
$603K +$50.8K +658 +9%
NAM
565
NTV Asset Management
West Virginia
$598K -$8.56K -111 -1%
BP
566
Ballentine Partners
Massachusetts
$598K +$10.3K +133 +2%
NSAM
567
North Star Asset Management
Wisconsin
$589K -$36.6K -474 -6%
RC
568
Roundview Capital
New Jersey
$587K +$21.5K +279 +4%
ORI
569
Oak Ridge Investments
Illinois
$587K +$36.9K +478 +7%
MA
570
Montag & Associates
Georgia
$586K -$52.6K -681 -8%
KLI
571
Kelman-Lazarov Inc
Tennessee
$581K
APA
572
American Portfolios Advisors
New York
$576K -$51K -661 -8%
FRM
573
Fox Run Management
Connecticut
$568K +$568K +7,359 New
PC
574
Palo Capital
California
$563K -$4.32K -56 -0.8%
FCCM
575
First City Capital Management
Georgia
$561K