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Novartis

1,005 hedge funds and large institutions have $21.1B invested in Novartis in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 344 increasing their positions, 334 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+69
Holders Change %
+7.37%
% of All Funds
22.83%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.55%
New
137
Increased
344
Reduced
334
Closed
63
Calls
$61.9M
Puts
$42.2M
Net Calls
+$19.7M
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
AMIM
626
Aull & Monroe Investment Management
Alabama
$460K
AAM
627
Augustine Asset Management
Florida
$458K -$260K -3,462 -36%
BAS
628
Brown Advisory Securities
Maryland
$457K -$21.1K -280 -4%
RWA
629
Ropes Wealth Advisors
Massachusetts
$456K -$63.2K -841 -12%
IT
630
Independence Trust
Tennessee
$455K
KWA
631
KCS Wealth Advisory
California
$455K +$455K +6,052 New
CG
632
Caprock Group
Idaho
$452K +$155 +2 +0%
MGIA
633
Moneta Group Investment Advisors
Missouri
$450K -$2.86K -38 -0.6%
PCM
634
Poehling Capital Management
Wisconsin
$449K +$449K +5,965 New
SS
635
Sunbelt Securities
Texas
$447K +$18.3K +244 +4%
BI
636
Bredin Investment
Delaware
$447K +$447K +5,891 New
JA
637
JVL Associates
Michigan
$445K +$445K +5,909 New
MC
638
Miles Capital
Iowa
$444K
AA
639
Ancora Advisors
Ohio
$443K +$84.1K +1,116 +23%
BCM
640
BTC Capital Management
Iowa
$434K +$229K +3,052 +112%
HH
641
Hilltop Holdings
Texas
$432K +$227K +3,007 +110%
CB
642
CNB Bank
Pennsylvania
$432K +$432K +5,744 New
SIC
643
Shoker Investment Counsel
Ohio
$427K -$128K -1,697 -23%
WTB
644
Washington Trust Bank
Washington
$426K
MCA
645
Mercer Capital Advisers
New Jersey
$424K -$45.3K -602 -10%
IWP
646
Icon Wealth Partners
Texas
$423K +$423K +5,626 New
CA
647
Cetera Advisors
Colorado
$421K -$101K -1,339 -19%
BPB
648
Badgley, Phelps & Bell
Washington
$421K +$421K +5,591 New
JWS
649
Juncture Wealth Strategies
Arizona
$420K +$134K +1,786 +47%
RWP
650
RWA Wealth Partners
Massachusetts
$418K -$152K -2,018 -27%