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Novartis

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RC
626
Roundview Capital
New Jersey
$476K -$191K -2,640 -29%
MSA
627
Marino Stram & Associates
Massachusetts
$476K +$2.03K +28 +0.4%
BAS
628
Brown Advisory Securities
Maryland
$471K +$31.9K +441 +7%
IA
629
IFG Advisory
Georgia
$466K -$43.3K -599 -9%
JDR
630
Jay D. Rosenbaum
$463K
Mariner
631
Mariner
Kansas
$462K +$462K +6,375 New
HCM
632
Hutchinson Capital Management
California
$459K
AMIM
633
Aull & Monroe Investment Management
Alabama
$459K +$16.2K +223 +4%
NFG
634
Next Financial Group
Texas
$457K +$112K +1,541 +32%
OC
635
Oakworth Capital
Alabama
$456K
SS
636
Simplicity Solutions
Minnesota
$455K +$70.7K +976 +18%
SS
637
Sunbelt Securities
Texas
$450K +$19.3K +267 +4%
PM
638
Penbrook Management
New York
$445K
CCIA
639
Campbell & Co Investment Adviser
Maryland
$445K +$445K +6,144 New
SGAM
640
Steinberg Global Asset Management
Florida
$442K -$16.1K -223 -4%
RWA
641
Ropes Wealth Advisors
Massachusetts
$438K -$1.67K -23 -0.4%
CB
642
CNB Bank
Pennsylvania
$438K +$21.7K +299 +5%
ERIM
643
Eagle Ridge Investment Management
Connecticut
$436K -$24.3K -335 -5%
BCM
644
BTC Capital Management
Iowa
$433K +$14.8K +204 +4%
PCM
645
Poehling Capital Management
Wisconsin
$432K
JA
646
JVL Associates
Michigan
$428K
TSW
647
Thompson Siegel & Walmsley
Virginia
$427K -$56.5K -781 -12%
BI
648
Bredin Investment
Delaware
$427K
CG
649
Caprock Group
Idaho
$425K -$12.8K -171 -3%
MLL
650
Moody Lynn & Lieberson
Massachusetts
$423K +$16.2K +224 +4%