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Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FHB
601
First Hawaiian Bank
Hawaii
$608K -$216K -2,491 -26%
BB
602
Busey Bank
Illinois
$607K +$404K +4,648 +199%
EIM
603
Essex Investment Management
Massachusetts
$605K -$187K -2,156 -24%
APA
604
American Portfolios Advisors
New York
$600K +$11.1K +128 +2%
CNBT
605
Canandaigua National Bank & Trust
New York
$598K -$6.52K -75 -1%
1SB
606
1ST Source Bank
Indiana
$596K -$16.7K -192 -3%
PL
607
Plancorp LLC
Missouri
$592K -$30.1K -346 -5%
CIA
608
Capital Investment Advisors
Georgia
$591K +$434 +5 +0.1%
FPFS
609
First Personal Financial Services
North Carolina
$589K +$7.39K +85 +1%
OSAM
610
O'Shaughnessy Asset Management
Connecticut
$589K +$92.9K +1,070 +19%
EGA
611
E&G Advisors
Texas
$588K -$13K -150 -2%
PM
612
Penbrook Management
New York
$587K +$22.6K +260 +4%
NAM
613
NTV Asset Management
West Virginia
$586K +$8.69K +100 +2%
NSAM
614
North Star Asset Management
Wisconsin
$579K -$3.82K -44 -0.7%
ORI
615
Oak Ridge Investments
Illinois
$579K
PA
616
Parallel Advisors
California
$578K +$139K +1,603 +32%
KWMG
617
King Wealth Management Group
Florida
$570K +$570K +6,555 New
CPC
618
Cookson Peirce & Co
Pennsylvania
$565K +$46.1K +531 +9%
FIB
619
First Interstate Bank
Montana
$564K -$23.2K -267 -4%
IWC
620
Integrated Wealth Concepts
Massachusetts
$561K +$153K +1,757 +37%
BFO
621
Biltmore Family Office
North Carolina
$558K
WT
622
Washington Trust
Rhode Island
$553K -$161K -1,846 -23%
BS
623
Boenning & Scattergood
Pennsylvania
$548K -$348 -4 -0.1%
LPIC
624
LeJeune Puetz Investment Counsel
Michigan
$547K
HJIM
625
Henry James International Management
New York
$545K -$434 -5 -0.1%