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Novartis

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AFM
551
Andesa Financial Management
Pennsylvania
$812K -$1.03M -11,298 -56%
RC
552
Roundview Capital
New Jersey
$811K -$62.8K -688 -7%
EMB
553
Elefante Mark B
$799K -$62.1K -680 -7%
DA
554
Dillon & Associates
Michigan
$797K -$89.9K -988 -10%
BA
555
Boston Advisors
Massachusetts
$794K -$208K -2,278 -21%
NWP
556
Northstar Wealth Partners
Connecticut
$793K -$127K -1,395 -14%
MIC
557
Means Investment Company
Maine
$793K -$92K -1,010 -10%
DSC
558
Duncker Streett & Co
Missouri
$791K -$133K -1,457 -14%
FNB
559
Farmers National Bank
Kentucky
$789K -$85.1K -932 -10%
ACM
560
Argyle Capital Management
Pennsylvania
$788K -$91.4K -1,000 -10%
PVWM
561
Point View Wealth Management
New Jersey
$782K -$93.3K -1,021 -11%
SGI
562
Summit Global Investments
Utah
$781K +$781K +8,550 New
MSFP
563
Mark Sheptoff Financial Planning
Connecticut
$778K -$95.3K -1,044 -11%
CPA
564
Clear Perspective Advisors
Illinois
$774K -$117K -1,281 -13%
AWM
565
Aevitas Wealth Management
Massachusetts
$768K -$107K -1,170 -12%
SW
566
SVB Wealth
Massachusetts
$766K -$52.3K -573 -6%
V
567
Veritable
Delaware
$761K -$61.3K -672 -7%
BP
568
Ballentine Partners
Massachusetts
$761K -$51.6K -565 -6%
EWM
569
Endurance Wealth Management
Rhode Island
$760K +$727K +7,962 +2,193%
EFS
570
Essex Financial Services
Connecticut
$758K -$118K -1,289 -13%
WB
571
WesBanco Bank
West Virginia
$749K -$78.2K -857 -9%
SS
572
Sunbelt Securities
Texas
$749K -$72.5K -794 -9%
WT
573
Washington Trust
Rhode Island
$747K +$102K +1,112 +16%
AAM
574
AR Asset Management
California
$744K -$86.3K -945 -10%
CB
575
CNB Bank
Pennsylvania
$737K +$29.8K +326 +4%