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Novartis

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CSM
576
CAMG Solamere Management
North Carolina
$614K +$7.26K +101 +1%
YIA
577
YHB Investment Advisors
Connecticut
$601K
KCM
578
Kendall Capital Management
Maryland
$601K +$141K +1,947 +31%
Aberdeen Group
579
Aberdeen Group
United Kingdom
$598K
MAA
580
Mraz Amerine & Associates
California
$591K +$8.05K +111 +1%
GC
581
Garde Capital
Washington
$591K +$8.48K +117 +1%
NSAM
582
North Star Asset Management
Wisconsin
$587K
KLI
583
Kelman-Lazarov Inc
Tennessee
$572K -$36.5K -503 -6%
SFSG
584
Stearns Financial Services Group
North Carolina
$570K -$19.8K -273 -3%
NAM
585
NTV Asset Management
West Virginia
$570K -$16.2K -223 -3%
SPC
586
Sigma Planning Corp
Michigan
$566K +$29.1K +402 +5%
FNB
587
Farmers National Bank
Kentucky
$558K +$161K +2,221 +41%
SWP
588
Strategic Wealth Partners
Ohio
$552K -$56.4K -779 -9%
AWA
589
ARS Wealth Advisors
Florida
$552K -$3.62K -50 -0.7%
BP
590
Ballentine Partners
Massachusetts
$552K +$11.9K +164 +2%
KWM
591
Kingsview Wealth Management
Oregon
$552K +$51.6K +712 +10%
PFS
592
Prospera Financial Services
Texas
$548K -$35.4K -489 -6%
LPIC
593
LeJeune Puetz Investment Counsel
Michigan
$548K -$14.1K -195 -3%
FC
594
Ferris Capital
Massachusetts
$547K -$240K -3,318 -31%
1SB
595
1ST Source Bank
Indiana
$546K +$4.77K +66 +0.9%
PC
596
Palo Capital
California
$545K -$5.29K -73 -1%
WKWM
597
Walter & Keenan Wealth Management
Indiana
$534K -$1.28M -17,632 -71%
WJA
598
Williams Jones & Associates
New York
$528K -$13.6K -187 -3%
FCCM
599
First City Capital Management
Georgia
$526K
HPCM
600
High Pointe Capital Management
Illinois
$526K +$40.5K +558 +8%