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Novartis

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NFC
576
Northeast Financial Consultants
Connecticut
$736K -$85.3K -934 -10%
HIIFS
577
Harel Insurance Investments & Financial Services
Israel
$726K +$624K +6,834 +612%
AWA
578
Arete Wealth Advisors
Illinois
$720K -$31.9K -349 -4%
AWM
579
AE Wealth Management
Kansas
$711K +$329K +3,598 +86%
CA
580
Cetera Advisors
Colorado
$707K -$100K -1,103 -12%
LSAG
581
Lake Street Advisors Group
New Hampshire
$701K -$95.7K -1,047 -12%
WC
582
Woodstock Corp
Massachusetts
$698K -$80.9K -886 -10%
MA
583
Montag & Associates
Georgia
$686K -$96.1K -1,053 -12%
CSS
584
Cubist Systematic Strategies
Connecticut
$684K -$9.5K -104 -1%
WKWM
585
Walter & Keenan Wealth Management
Indiana
$682K +$38K +416 +6%
VCM
586
Violich Capital Management
California
$679K -$78.8K -863 -10%
Luther King Capital Management (LKCM)
587
Luther King Capital Management (LKCM)
Texas
$670K +$283K +3,102 +73%
MAA
588
Mraz Amerine & Associates
California
$667K -$77.3K -847 -10%
DAS
589
Dynamic Advisor Solutions
Arizona
$662K +$275K +3,017 +71%
NHC
590
Nicholas Hoffman & Company
Georgia
$659K -$124K -1,357 -16%
TW
591
TrinityPoint Wealth
Connecticut
$658K -$121K -1,294 -16%
PL
592
Plancorp LLC
Missouri
$654K -$111K -1,214 -14%
1SB
593
1ST Source Bank
Indiana
$644K -$75.3K -825 -10%
CNBT
594
Canandaigua National Bank & Trust
New York
$635K -$59.3K -649 -9%
EGA
595
E&G Advisors
Texas
$632K -$73.3K -802 -10%
BL
596
BFSG LLC
California
$630K +$63.2K +692 +11%
CWM
597
Cordatus Wealth Management
Pennsylvania
$629K -$57.2K -627 -8%
TI
598
TT International
United Kingdom
$627K +$66.4K +728 +12%
FWCM
599
Ferguson Wellman Capital Management
Oregon
$625K -$72.5K -794 -10%
CIA
600
Capital Investment Advisors
Georgia
$621K -$64.9K -710 -9%