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Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SGI
576
Summit Global Investments
Utah
$679K -$64.3K -740 -9%
LSAG
577
Lake Street Advisors Group
New Hampshire
$676K +$9.21K +106 +1%
PP
578
Paloma Partners
Connecticut
$675K +$483K +5,556 +252%
SCM
579
Stevens Capital Management
Pennsylvania
$672K -$122K -1,406 -15%
WJWM
580
Williams Jones Wealth Management
New York
$670K +$670K +7,707 New
WB
581
WesBanco Bank
West Virginia
$668K -$45.4K -522 -6%
LHC
582
Little House Capital
Massachusetts
$668K -$9.99K -115 -1%
CAM
583
Cresset Asset Management
Illinois
$667K +$260K +2,999 +64%
ONB
584
Old National Bancorp
Indiana
$664K -$227K -2,609 -25%
WC
585
Woodstock Corp
Massachusetts
$664K
VF
586
Virtu Financial
New York
$659K +$659K +7,582 New
BL
587
BFSG LLC
California
$655K +$57.2K +660 +10%
CGL
588
Clarius Group LLC
Washington
$655K +$83.4K +960 +15%
MA
589
Montag & Associates
Georgia
$651K -$2.43K -28 -0.4%
CWM
590
Cordatus Wealth Management
Pennsylvania
$651K +$52.3K +602 +9%
SW
591
SlateStone Wealth
Florida
$650K +$69.5K +800 +12%
WKWM
592
Walter & Keenan Wealth Management
Indiana
$649K
VCM
593
Violich Capital Management
California
$647K
TW
594
TrinityPoint Wealth
Connecticut
$647K +$27.3K +311 +4%
BFEC
595
Benjamin F. Edwards & Company
Missouri
$647K +$188K +2,164 +41%
Luther King Capital Management (LKCM)
596
Luther King Capital Management (LKCM)
Texas
$638K
MAA
597
Mraz Amerine & Associates
California
$635K
NHC
598
Nicholas Hoffman & Company
Georgia
$627K
CBU
599
CIBC Bank USA
Illinois
$617K +$43.7K +504 +8%
CF
600
Centaurus Financial
California
$617K +$479K +5,514 +348%