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Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
551
Clear Perspective Advisors
Illinois
$756K +$19.1K +220 +3%
NWP
552
Northstar Wealth Partners
Connecticut
$755K
LF
553
Lantz Financial
Illinois
$751K -$43.7K -518 -6%
ACM
554
Argyle Capital Management
Pennsylvania
$750K
AIM
555
Axiom Investment Management
New York
$748K -$104K -1,201 -12%
EMB
556
Elefante Mark B
$736K -$23.8K -274 -3%
AWM
557
AE Wealth Management
Kansas
$736K +$59.6K +686 +9%
PVWM
558
Point View Wealth Management
New Jersey
$735K -$8.25K -95 -1%
SW
559
SVB Wealth
Massachusetts
$733K +$4.17K +48 +0.6%
BP
560
Ballentine Partners
Massachusetts
$730K +$5.48K +63 +0.8%
V
561
Veritable
Delaware
$730K +$5.82K +67 +0.8%
EFS
562
Essex Financial Services
Connecticut
$724K +$2.87K +33 +0.4%
MSFP
563
Mark Sheptoff Financial Planning
Connecticut
$719K -$21.7K -250 -3%
AWM
564
Aevitas Wealth Management
Massachusetts
$714K -$17.4K -200 -2%
AWA
565
Arete Wealth Advisors
Illinois
$714K +$29.1K +335 +4%
CA
566
Cetera Advisors
Colorado
$714K +$38.5K +444 +6%
AAM
567
AR Asset Management
California
$708K
DSC
568
Duncker Streett & Co
Missouri
$706K -$46.7K -537 -6%
SC
569
Schulhoff & Co
Ohio
$701K -$78.1K -900 -10%
NFC
570
Northeast Financial Consultants
Connecticut
$700K
BFM
571
Boothbay Fund Management
New York
$700K +$700K +8,058 New
FFG
572
Fortem Financial Group
California
$697K +$415K +4,779 +147%
Parallax Volatility Advisers
573
Parallax Volatility Advisers
California
$695K -$14.6M -167,931 -95%
EWA
574
EP Wealth Advisors
California
$690K +$166K +1,912 +32%
PAS
575
Park Avenue Securities
New York
$689K +$130K +1,493 +23%