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Novartis

908 hedge funds and large institutions have $19.9B invested in Novartis in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 342 increasing their positions, 334 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+5
Holders Change %
+0.55%
% of All Funds
22.64%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
76
Increased
342
Reduced
334
Closed
61
Calls
$30.9M
Puts
$68.2M
Net Calls
-$37.3M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
626
Caprock Group
Idaho
$401K -$540K -8,112 -57%
WHG
627
Westwood Holdings Group
Texas
$401K +$21.1K +318 +6%
AAM
628
Aureus Asset Management
Massachusetts
$400K +$83.8K +1,189 +27%
BBA
629
BLB&B Advisors
Pennsylvania
$400K +$176K +2,645 +79%
RWA
630
Ropes Wealth Advisors
Massachusetts
$396K
MC
631
Miles Capital
Iowa
$393K
BT
632
Beacon Trust
New Jersey
$392K
IAA
633
Independent Advisor Alliance
North Carolina
$390K +$390K +5,899 New
NL
634
NWAM LLC
Washington
$372K +$96.6K +1,450 +35%
BP
635
Ballentine Partners
Massachusetts
$370K -$41.7K -626 -10%
STMM
636
South Texas Money Management
Texas
$369K -$111K -1,666 -23%
BFC
637
Blue Fin Capital
Rhode Island
$369K -$3.4K -51 -0.9%
CRB
638
Chad R. Baker
$367K +$102K +1,534 +39%
SS
639
Sunbelt Securities
Texas
$366K +$18K +270 +5%
WA1
640
Wimmer Associates 1
California
$365K -$47.7K -717 -12%
PFM
641
Parsec Financial Management
North Carolina
$365K
HW
642
Hedeker Wealth
Illinois
$365K
ERIM
643
Eagle Ridge Investment Management
Connecticut
$363K -$38.6K -581 -10%
OAM
644
Occidental Asset Management
California
$363K -$16.7K -251 -4%
Luther King Capital Management (LKCM)
645
Luther King Capital Management (LKCM)
Texas
$362K -$15.8K -238 -4%
FBT
646
First Bankers Trust
Kentucky
$360K
PFP
647
Pinnacle Financial Partners
Tennessee
$356K -$20.3K -306 -5%
CC
648
Courier Capital
New York
$356K +$7.45K +112 +2%
JDR
649
Jay D. Rosenbaum
$352K +$74.2K +1,116 +27%
OCG
650
Opus Capital Group
Ohio
$346K