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Novartis

1,027 hedge funds and large institutions have $22.4B invested in Novartis in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 359 increasing their positions, 368 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+41
Holders Change %
+4.16%
% of All Funds
23.52%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.5%
New
91
Increased
359
Reduced
368
Closed
44
Calls
$89.4M
Puts
$63.6M
Net Calls
+$25.8M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
601
Conning Inc
Connecticut
$489K
BL
602
BFSG LLC
California
$487K -$67.6K -876 -12%
FA
603
FCG Advisors
New Jersey
$486K
MWPCG
604
Measured Wealth Private Client Group
New Hampshire
$485K +$8.27K +107 +2%
AMIM
605
Aull & Monroe Investment Management
Alabama
$480K +$8.64K +112 +2%
CB
606
CNB Bank
Pennsylvania
$479K +$3.55K +46 +0.7%
CA
607
Continuum Advisory
Idaho
$474K -$8.13K -105 -2%
PM
608
Penbrook Management
New York
$474K
MSA
609
Marino Stram & Associates
Massachusetts
$473K -$32.3K -419 -6%
BBA
610
BLB&B Advisors
Pennsylvania
$471K -$43.1K -558 -8%
SGAM
611
Steinberg Global Asset Management
Florida
$471K +$8.64K +112 +2%
PFBT
612
Parkside Financial Bank & Trust
Missouri
$468K +$65.8K +852 +16%
CAM
613
Cozad Asset Management
Illinois
$466K -$10.3K -134 -2%
N
614
Natixis
France
$465K +$85.1K +1,105 +22%
IA
615
IFG Advisory
Georgia
$464K -$18.7K -242 -4%
HCM
616
Hutchinson Capital Management
California
$463K
RWA
617
Ropes Wealth Advisors
Massachusetts
$461K -$38.7K -502 -8%
OC
618
Oakworth Capital
Alabama
$460K -$51.9K -673 -10%
ZB
619
Zions Bancorporation
Utah
$458K -$79.6K -1,031 -15%
JA
620
JVL Associates
Michigan
$456K
AWM
621
AE Wealth Management
Kansas
$456K +$4.56K +59 +1%
BI
622
Bredin Investment
Delaware
$455K
BFEC
623
Benjamin F. Edwards & Company
Missouri
$453K +$35.4K +459 +8%
DCM
624
Dynamic Capital Management
Jersey
$451K +$141K +1,831 +46%
BWM
625
BerganKDV Wealth Management
Minnesota
$450K +$35.7K +463 +9%