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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 %
SW
626
StrongBox Wealth
Missouri
$527K +$527K +6,390 New
CIA
627
Capital Investment Advisors
Georgia
$526K -$19.3K -234 -4%
EGA
628
E&G Advisors
Texas
$517K -$41.2K -500 -7%
HJIM
629
Henry James International Management
New York
$517K +$82 +1 +0%
PWPS
630
Pinnacle Wealth Planning Services
Ohio
$516K +$121K +1,473 +31%
APA
631
American Portfolios Advisors
New York
$513K -$67K -813 -12%
EWM
632
Elmwood Wealth Management
California
$512K -$392K -4,844 -43%
DSC
633
Duncker Streett & Co
Missouri
$511K +$11.1K +135 +2%
FA
634
FCG Advisors
New Jersey
$508K +$41.3K +501 +9%
BDS
635
Banco de Sabadell
Florida
$504K -$2.84M -34,772 -85%
MCM
636
Murphy Capital Management
New Jersey
$502K
AI
637
AdvisorShares Investments
Maryland
$499K -$27.8K -337 -5%
BRWA
638
B. Riley Wealth Advisors
Florida
$497K +$117K +1,418 +31%
CK
639
Cohen Klingenstein
New York
$495K
AFM
640
Andesa Financial Management
Pennsylvania
$494K +$13.5K +164 +3%
LPIC
641
LeJeune Puetz Investment Counsel
Michigan
$491K -$27.3K -331 -5%
CGL
642
Clarius Group LLC
Washington
$489K -$46.5K -563 -9%
LG
643
Leuthold Group
Minnesota
$489K -$45.4K -551 -8%
FB
644
Fulton Bank
Pennsylvania
$488K +$225K +2,733 +86%
BWM
645
BerganKDV Wealth Management
Minnesota
$486K +$46.1K +559 +10%
AWM
646
Altium Wealth Management
New York
$485K +$221K +2,687 +84%
CA
647
Cetera Advisors
Colorado
$484K -$13.6K -165 -3%
RWA
648
Ropes Wealth Advisors
Massachusetts
$483K +$55K +667 +13%
CG
649
CFO4Life Group
Texas
$480K -$15.3K -185 -3%
DTC
650
Davidson Trust Company
Washington
$477K -$6.58K -80 -1%