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Novartis

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
626
Intellectus Partners
California
$575K +$152K +1,661 +36%
LPIC
627
LeJeune Puetz Investment Counsel
Michigan
$574K -$63K -691 -10%
HJIM
628
Henry James International Management
New York
$573K -$79.6K -872 -12%
MAM
629
Mastrapasqua Asset Management
Tennessee
$573K +$48.7K +533 +9%
SVWAG
630
Sound View Wealth Advisors Group
Georgia
$572K +$572K +6,262 New
HJA
631
Hugh Johnson Advisors
New York
$568K +$60.6K +664 +12%
MAFM
632
Mid Atlantic Financial Management
Pennsylvania
$566K -$60.8K -666 -10%
PIMG
633
Patriot Investment Management Group
Tennessee
$558K -$53.5K -587 -9%
EWA
634
EP Wealth Advisors
California
$550K +$302K +3,305 +121%
F
635
F3Logic
Minnesota
$549K -$48.6K -531 -8%
CK
636
Cohen Klingenstein
New York
$548K -$63.6K -696 -10%
CPC
637
Cookson Peirce & Co
Pennsylvania
$545K +$271K +2,971 +99%
RIM
638
Redwood Investment Management
Arizona
$544K +$26.3K +288 +5%
XS
639
XR Securities
Illinois
$542K +$542K +5,941 New
BBA
640
BLB&B Advisors
Pennsylvania
$538K +$90.5K +991 +20%
New York State Common Retirement Fund
641
New York State Common Retirement Fund
New York
$529K +$529K +5,788 New
QI
642
Qtron Investments
Massachusetts
$529K +$529K +5,788 New
AWM
643
Avior Wealth Management
Nebraska
$526K -$61K -667 -10%
JDR
644
Jay D. Rosenbaum
$525K -$58.9K -645 -10%
OSAM
645
O'Shaughnessy Asset Management
Connecticut
$522K +$63.1K +691 +14%
NNP
646
Nachman Norwood & Parrott
South Carolina
$520K -$64.1K -703 -11%
RTC
647
Riverview Trust Company
Washington
$518K -$60.1K -659 -10%
FA
648
FCG Advisors
New Jersey
$516K -$57.1K -625 -10%
AL
649
Aspiriant LLC
California
$515K -$76.4K -836 -13%
ESB
650
Essex Savings Bank
Connecticut
$514K +$77.7K +851 +18%