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Novartis

1,005 hedge funds and large institutions have $21.1B invested in Novartis in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 344 increasing their positions, 334 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+69
Holders Change %
+7.37%
% of All Funds
22.83%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.55%
New
137
Increased
344
Reduced
334
Closed
63
Calls
$61.9M
Puts
$42.2M
Net Calls
+$19.7M
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
GC
576
Garde Capital
Washington
$605K
SFSIG
577
San Francisco Sentry Investment Group
California
$600K +$20.1K +267 +3%
DJSG
578
D.J. St. Germain
Massachusetts
$588K -$15.5K -206 -3%
WMSA
579
Weiss Multi-Strategy Advisers
New York
$588K +$294K +3,906 +100%
LPIC
580
LeJeune Puetz Investment Counsel
Michigan
$584K -$12.7K -168 -2%
AWA
581
ARS Wealth Advisors
Florida
$577K -$58.3K -775 -9%
PC
582
Palo Capital
California
$572K -$2.11K -28 -0.4%
BFO
583
Biltmore Family Office
North Carolina
$567K +$567K +7,540 New
1SB
584
1ST Source Bank
Indiana
$563K -$3.46K -46 -0.6%
WJA
585
Williams Jones & Associates
New York
$562K +$14.1K +187 +3%
BP
586
Ballentine Partners
Massachusetts
$561K +$15.9K +211 +3%
WCF
587
West Coast Financial
California
$559K -$143K -1,903 -20%
SPC
588
Sigma Planning Corp
Michigan
$558K +$29.4K +390 +6%
CI
589
Conning Inc
Connecticut
$555K -$162K -2,152 -23%
VFA
590
Valeo Financial Advisors
Indiana
$547K +$71.8K +955 +15%
FCCM
591
First City Capital Management
Georgia
$546K
CSS
592
Cubist Systematic Strategies
Connecticut
$544K +$261K +3,473 +92%
BL
593
BFSG LLC
California
$543K +$61.3K +815 +13%
YP
594
Yellowstone Partners
Idaho
$542K -$28.7K -381 -5%
WIS
595
Wright Investors Service
Connecticut
$537K -$589K -7,818 -52%
Squarepoint
596
Squarepoint
New York
$536K +$536K +7,126 New
FWCM
597
Ferguson Wellman Capital Management
Oregon
$534K -$94.4K -1,256 -15%
BBA
598
BLB&B Advisors
Pennsylvania
$529K -$27.3K -363 -5%
IA
599
IFG Advisory
Georgia
$529K +$529K +7,044 New
GTAM
600
Global Trust Asset Management
Florida
$527K +$527K +7,008 New