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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 %
TU
601
TDAM USA
Ontario, Canada
$524K -$397K -5,480 -43%
WCF
602
West Coast Financial
California
$517K -$21K -290 -4%
BL
603
BFSG LLC
California
$515K -$8.11K -112 -2%
CI
604
Conning Inc
Connecticut
$513K -$20.6K -285 -4%
EWM
605
Elmwood Wealth Management
California
$512K +$512K +7,069 New
CNBT
606
Canandaigua National Bank & Trust
New York
$510K +$278K +3,828 +119%
CSS
607
Cubist Systematic Strategies
Connecticut
$509K -$15.1K -208 -3%
BBA
608
BLB&B Advisors
Pennsylvania
$509K
BFO
609
Biltmore Family Office
North Carolina
$508K -$61K -808 -11%
GTAM
610
Global Trust Asset Management
Florida
$506K -$1.23K -17 -0.2%
AIA
611
Allegis Investment Advisors
Idaho
$506K +$18K +248 +4%
WSTAM
612
Wilbanks Smith & Thomas Asset Management
Virginia
$504K -$2.54K -35 -0.5%
AA
613
Ancora Advisors
Ohio
$504K +$77.9K +1,075 +18%
AWM
614
Avior Wealth Management
Nebraska
$503K -$89.4K -1,234 -15%
SIC
615
Salem Investment Counselors
North Carolina
$501K
NFA
616
Nuveen Fund Advisors
Illinois
$499K -$86.9K -1,199 -15%
RFO
617
RiverGlades Family Offices
Florida
$498K +$25.1K +347 +5%
FWCM
618
Ferguson Wellman Capital Management
Oregon
$495K -$19.6K -270 -4%
ORI
619
Oak Ridge Investments
Illinois
$487K -$4.42K -61 -0.9%
Walleye Trading
620
Walleye Trading
New York
$487K +$487K +6,726 New
CK
621
Cohen Klingenstein
New York
$485K
BBA
622
Braun-Bostich & Associates
Pennsylvania
$482K +$111K +1,533 +30%
APA
623
American Portfolios Advisors
New York
$479K +$2.03K +28 +0.4%
OCG
624
Opus Capital Group
Ohio
$478K
MC
625
Miles Capital
Iowa
$477K +$49.1K +678 +11%