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Novartis

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SGI
601
Summit Global Investments
Utah
$597K -$153K -1,857 -20%
MAA
602
Mraz Amerine & Associates
California
$597K -$5.03K -61 -0.8%
SW
603
SlateStone Wealth
Florida
$595K -$42.4K -515 -7%
TW
604
TrinityPoint Wealth
Connecticut
$595K -$11.7K -142 -2%
FWM
605
Fairhaven Wealth Management
Illinois
$593K +$146K +1,777 +33%
WB
606
WesBanco Bank
West Virginia
$588K -$40.4K -490 -6%
RWM
607
Ritholtz Wealth Management
New York
$581K +$581K +7,046 New
SS
608
Sunbelt Securities
Texas
$577K -$405K -4,915 -41%
NAM
609
NTV Asset Management
West Virginia
$576K
CPC
610
Cookson Peirce & Co
Pennsylvania
$573K +$28.6K +347 +5%
SPC
611
Sigma Planning Corp
Michigan
$572K -$465K -5,643 -45%
ECM
612
Evergreen Capital Management
Washington
$563K -$417K -5,062 -43%
CNBT
613
Canandaigua National Bank & Trust
New York
$562K +$14.1K +171 +3%
IP
614
Intellectus Partners
California
$560K +$87.6K +1,062 +19%
CG
615
Caprock Group
Idaho
$560K +$137K +1,665 +32%
PT
616
Plimoth Trust
Massachusetts
$558K -$106K -1,280 -16%
PM
617
Penbrook Management
New York
$557K
WJWM
618
Williams Jones Wealth Management
New York
$554K +$34.9K +423 +7%
FIB
619
First Interstate Bank
Montana
$549K -$58.9K -715 -10%
BFO
620
Biltmore Family Office
North Carolina
$542K +$13.2K +160 +2%
PL
621
Plancorp LLC
Missouri
$541K -$16.2K -197 -3%
Nuveen Asset Management
622
Nuveen Asset Management
Illinois
$538K -$425K -5,150 -44%
JDR
623
Jay D. Rosenbaum
$537K +$41.8K +508 +8%
ACA
624
Atlas Capital Advisors
Wyoming
$537K -$508K -6,165 -49%
AIM
625
Axiom Investment Management
New York
$530K -$238K -2,889 -31%