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Novartis

1,086 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 341 increasing their positions, 403 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+59
Holders Change %
+5.74%
% of All Funds
24.24%
Holding in Top 10
40
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+81.82%
% of All Funds
0.89%
New
143
Increased
341
Reduced
403
Closed
76
Calls
$108M
Puts
$80.5M
Net Calls
+$27.4M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
BS
601
Boenning & Scattergood
Pennsylvania
$540K
BBA
602
Braun-Bostich & Associates
Pennsylvania
$539K -$12.1K -158 -2%
CWM
603
Cordatus Wealth Management
Pennsylvania
$538K +$538K +6,996 New
LPIC
604
LeJeune Puetz Investment Counsel
Michigan
$537K +$28.5K +370 +6%
CAMG
605
CWA Asset Management Group
Florida
$535K +$535K +6,960 New
FRM
606
Fox Run Management
Connecticut
$534K -$32.2K -419 -6%
PC
607
Palo Capital
California
$534K -$26.8K -348 -5%
PHIMC
608
Private Harbour Investment Management & Counsel
Ohio
$534K -$17.1K -223 -3%
FI
609
Fosun International
China
$532K
WSTAM
610
Wilbanks Smith & Thomas Asset Management
Virginia
$530K -$103K -1,345 -16%
APA
611
American Portfolios Advisors
New York
$525K -$47.9K -623 -8%
YIA
612
YHB Investment Advisors
Connecticut
$524K -$1.69K -22 -0.3%
WKWM
613
Walter & Keenan Wealth Management
Indiana
$523K
HPCM
614
High Pointe Capital Management
Illinois
$522K -$24.1K -313 -4%
CP
615
Covenant Partners
Tennessee
$521K +$521K +6,777 New
CK
616
Cohen Klingenstein
New York
$515K
ITIM
617
Indiana Trust & Investment Management
Indiana
$513K -$28.4K -369 -5%
BHC
618
Bowen Hanes & Co
Florida
$509K -$388K -5,044 -43%
WI
619
Wintrust Investments
Illinois
$508K +$1.92K +25 +0.4%
CA
620
Cetera Advisors
Colorado
$507K -$204K -2,639 -29%
N
621
Natixis
France
$504K +$39.6K +515 +9%
KLI
622
Kelman-Lazarov Inc
Tennessee
$503K -$75.7K -984 -13%
AWM
623
Avior Wealth Management
Nebraska
$503K +$8.07K +105 +2%
BFEC
624
Benjamin F. Edwards & Company
Missouri
$503K +$52.2K +679 +12%
IFWM
625
Institute for Wealth Management
Colorado
$501K +$501K +6,515 New