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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 %
WSTAM
601
Wilbanks Smith & Thomas Asset Management
Virginia
$526K -$12.6K -167 -2%
GHAM
602
Gilman Hill Asset Management
Connecticut
$525K
SIC
603
Salem Investment Counselors
North Carolina
$524K
FI
604
Fosun International
China
$521K +$521K +6,919 New
KWM
605
Kingsview Wealth Management
Oregon
$520K +$232K +3,085 +81%
UBS AM
606
UBS AM
Illinois
$513K -$1.95M -25,967 -79%
OC
607
Oakworth Capital
Alabama
$510K
ORI
608
Oak Ridge Investments
Illinois
$510K +$510K +6,782 New
PCMC
609
Paragon Capital Management (Colorado)
Colorado
$507K
AIA
610
Allegis Investment Advisors
Idaho
$507K +$163K +2,162 +47%
HPCM
611
High Pointe Capital Management
Illinois
$504K
CK
612
Cohen Klingenstein
New York
$504K
TSW
613
Thompson Siegel & Walmsley
Virginia
$503K +$43.7K +580 +10%
OCG
614
Opus Capital Group
Ohio
$497K
APA
615
American Portfolios Advisors
New York
$496K +$496K +6,588 New
MSA
616
Marino Stram & Associates
Massachusetts
$492K +$492K +6,540 New
RFO
617
RiverGlades Family Offices
Florida
$491K +$491K +6,529 New
1832 Asset Management
618
1832 Asset Management
Ontario, Canada
$481K -$2.08M -27,781 -81%
JDR
619
Jay D. Rosenbaum
$481K +$6.32K +84 +1%
ERIM
620
Eagle Ridge Investment Management
Connecticut
$478K
KCM
621
Kendall Capital Management
Maryland
$478K +$478K +6,350 New
SGAM
622
Steinberg Global Asset Management
Florida
$476K
HCM
623
Hutchinson Capital Management
California
$476K
PM
624
Penbrook Management
New York
$462K +$462K +6,138 New
MLL
625
Moody Lynn & Lieberson
Massachusetts
$461K +$13.2K +161 +3%