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Novartis

908 hedge funds and large institutions have $19.9B invested in Novartis in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 342 increasing their positions, 334 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+5
Holders Change %
+0.55%
% of All Funds
22.64%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
76
Increased
342
Reduced
334
Closed
61
Calls
$30.9M
Puts
$68.2M
Net Calls
-$37.3M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Verition Fund Management
576
Verition Fund Management
Connecticut
$550K +$550K +8,258 New
WCF
577
West Coast Financial
California
$542K -$334K -5,011 -38%
RC
578
Roundview Capital
New Jersey
$542K
PVWM
579
Point View Wealth Management
New Jersey
$537K +$20.7K +311 +4%
MA
580
Montag & Associates
Georgia
$535K
BTIS
581
BB&T Investment Services
North Carolina
$529K +$352K +5,349 +199%
LPIC
582
LeJeune Puetz Investment Counsel
Michigan
$527K
FAM
583
Formidable Asset Management
Ohio
$525K -$29.2K -418 -5%
PC
584
Palo Capital
California
$523K +$523K +7,862 New
1SB
585
1ST Source Bank
Indiana
$519K -$6.66K -100 -1%
WB
586
Webster Bank
Connecticut
$516K -$76.2K -1,144 -13%
Connor, Clark & Lunn Investment Management (CC&L)
587
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$512K +$512K +7,700 New
BA
588
Bristol Advisors
Pennsylvania
$512K +$512K +7,700 New
COI
589
Connable Office Inc
Michigan
$501K -$2.76M -41,441 -85%
CFA
590
CT Financial Advisors
Pennsylvania
$501K
DJSG
591
D.J. St. Germain
Massachusetts
$490K +$49.3K +741 +11%
SGI
592
Summit Global Investments
Utah
$488K +$488K +7,332 New
AWA
593
ARS Wealth Advisors
Florida
$487K +$235K +3,529 +93%
FCCM
594
First City Capital Management
Georgia
$483K -$2K -30 -0.4%
BAS
595
Brown Advisory Securities
Maryland
$480K +$14.4K +217 +3%
SPC
596
Sigma Planning Corp
Michigan
$479K +$24.5K +368 +5%
WJA
597
Williams Jones & Associates
New York
$478K +$37.2K +558 +8%
PAMG
598
Patton Albertson Miller Group
Tennessee
$477K -$49.9K -710 -9%
CWM
599
Concert Wealth Management
California
$475K -$10K -154 -2%
WSTAM
600
Wilbanks Smith & Thomas Asset Management
Virginia
$474K -$8.98K -135 -2%