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Novartis

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
576
Arete Wealth Advisors
Illinois
$683K +$28.4K +345 +4%
LNC
577
Lincoln National Corp
Pennsylvania
$681K -$44.3K -537 -6%
IIA
578
IPG Investment Advisors
California
$680K +$680K +8,250 New
WA
579
Wealth Alliance
New York
$676K +$676K +8,195 New
PVWM
580
Point View Wealth Management
New Jersey
$674K -$18.3K -222 -3%
CAM
581
Cresset Asset Management
Illinois
$674K +$49.6K +601 +8%
AAM
582
AR Asset Management
California
$672K
SC
583
Schulhoff & Co
Ohio
$665K
QI
584
Qtron Investments
Massachusetts
$659K +$181K +2,200 +38%
EWA
585
EP Wealth Advisors
California
$655K +$16.6K +202 +3%
KWMG
586
King Wealth Management Group
Florida
$655K +$283K +3,432 +76%
MSFP
587
Mark Sheptoff Financial Planning
Connecticut
$651K -$16.5K -200 -2%
NFC
588
Northeast Financial Consultants
Connecticut
$651K
NWP
589
Northstar Wealth Partners
Connecticut
$649K -$71.7K -870 -10%
1SB
590
1ST Source Bank
Indiana
$647K +$36.7K +446 +6%
CPA
591
Clear Perspective Advisors
Illinois
$642K -$59.4K -720 -8%
VCM
592
Violich Capital Management
California
$638K +$24.7K +300 +4%
NHC
593
Nicholas Hoffman & Company
Georgia
$627K +$31.7K +384 +5%
WC
594
Woodstock Corp
Massachusetts
$622K
AWM
595
Avior Wealth Management
Nebraska
$622K +$12.3K +149 +2%
MA
596
Montag & Associates
Georgia
$615K
Sumitomo Mitsui Trust Group
597
Sumitomo Mitsui Trust Group
Japan
$615K +$615K +7,465 New
TU
598
TDAM USA
Ontario, Canada
$611K -$3.3K -40 -0.5%
BL
599
BFSG LLC
California
$602K -$12.4K -150 -2%
OMC
600
Old Mission Capital
Illinois
$597K -$2.11M -25,607 -78%