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Novartis

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
551
WealthSource Partners
California
$750K +$119K +1,444 +19%
SS
552
Simplicity Solutions
Minnesota
$739K -$179K -2,167 -19%
AssetMark Inc
553
AssetMark Inc
California
$739K +$27K +327 +4%
FHB
554
First Hawaiian Bank
Hawaii
$739K +$153K +1,858 +26%
LOIM
555
Liberty One Investment Management
Illinois
$735K -$15.7K -190 -2%
DT
556
Diversified Trust
Tennessee
$726K +$660 +8 +0.1%
MIC
557
Means Investment Company
Maine
$723K -$39.3K -445 -5%
CCM
558
Covington Capital Management
California
$723K -$19K -230 -3%
KFC
559
Klingenstein Fields & Co
New York
$717K
TC
560
TownSquare Capital
Utah
$715K -$252K -3,027 -26%
EMB
561
Elefante Mark B
$715K +$32.2K +390 +5%
DA
562
Dillon & Associates
Michigan
$712K -$20.5K -250 -3%
ACM
563
Argyle Capital Management
Pennsylvania
$711K
BHWM
564
Bar Harbor Wealth Management
New Hampshire
$707K -$121K -1,472 -15%
AC
565
Arjuna Capital
North Carolina
$700K +$700K +8,487 New
GIM
566
Goelzer Investment Management
Indiana
$698K -$59.3K -720 -8%
SCM
567
Salem Capital Management
Massachusetts
$696K -$74.2K -900 -10%
Walleye Trading
568
Walleye Trading
New York
$696K +$696K +8,444 New
BB
569
Busey Bank
Illinois
$694K -$1.73K -21 -0.2%
V
570
Veritable
Delaware
$694K +$7.09K +86 +1%
AWM
571
Aevitas Wealth Management
Massachusetts
$691K +$13.3K +161 +2%
FFG
572
Fortem Financial Group
California
$688K -$109K -1,319 -14%
LHC
573
Little House Capital
Massachusetts
$687K +$57.5K +697 +9%
AC
574
Alexandria Capital
Virginia
$685K -$47.4K -575 -6%
BP
575
Ballentine Partners
Massachusetts
$685K -$42.9K -521 -6%