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Novartis

1,086 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 341 increasing their positions, 403 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+59
Holders Change %
+5.74%
% of All Funds
24.24%
Holding in Top 10
40
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+81.82%
% of All Funds
0.89%
New
143
Increased
341
Reduced
403
Closed
76
Calls
$108M
Puts
$80.5M
Net Calls
+$27.4M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
551
Mark Sheptoff Financial Planning
Connecticut
$714K
JMH
552
J.M. Hartwell
New York
$708K -$42.9K -558 -6%
VWM
553
Venturi Wealth Management
Texas
$706K +$706K +9,301 New
RC
554
Roundview Capital
New Jersey
$698K +$113K +1,467 +19%
MCM
555
Murphy Capital Management
New Jersey
$693K -$112K -1,460 -14%
STMM
556
South Texas Money Management
Texas
$693K -$9.23K -120 -1%
V
557
Veritable
Delaware
$692K -$13.8K -180 -2%
HIIFS
558
Harel Insurance Investments & Financial Services
Israel
$686K +$686K +8,928 New
MA
559
Montag & Associates
Georgia
$679K +$95.5K +1,241 +16%
MSAM
560
Moloney Securities Asset Management
Missouri
$678K +$30.2K +393 +5%
LSAG
561
Lake Street Advisors Group
New Hampshire
$672K +$43.6K +567 +7%
WC
562
Woodstock Corp
Massachusetts
$670K -$23.6K -307 -3%
WT
563
Washington Trust
Rhode Island
$668K +$5.69K +74 +0.9%
GC
564
Garde Capital
Washington
$661K -$846 -11 -0.1%
WA
565
Wambolt & Associates
Colorado
$656K +$656K +8,534 New
BP
566
Ballentine Partners
Massachusetts
$655K +$58.5K +760 +10%
SS
567
Sunbelt Securities
Texas
$654K +$43.4K +565 +7%
TW
568
TrinityPoint Wealth
Connecticut
$649K +$649K +8,439 New
VCM
569
Violich Capital Management
California
$638K +$21.4K +279 +3%
MAFM
570
Mid Atlantic Financial Management
Pennsylvania
$637K +$637K +8,289 New
BFM
571
Boston Financial Management
Massachusetts
$635K -$60.6K -788 -9%
WJA
572
Williams Jones & Associates
New York
$633K +$24.6K +320 +4%
MAA
573
Mraz Amerine & Associates
California
$627K
1SB
574
1ST Source Bank
Indiana
$626K -$22.4K -291 -3%
FWCM
575
Ferguson Wellman Capital Management
Oregon
$626K +$25.7K +335 +4%