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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 %
BONST
651
Bank of Nova Scotia Trust
Ontario, Canada
$418K -$172K -2,377 -29%
WTB
652
Washington Trust Bank
Washington
$418K +$7.62K +105 +2%
AAM
653
Aureus Asset Management
Massachusetts
$416K +$21.8K +301 +6%
MCA
654
Mercer Capital Advisers
New Jersey
$408K
KWA
655
KCS Wealth Advisory
California
$405K -$33K -456 -8%
SGA
656
Strategic Global Advisors
California
$403K +$9.49K +131 +2%
QCG
657
Quadrant Capital Group
Ohio
$403K +$32.5K +465 +9%
CA
658
Cetera Advisors
Colorado
$401K -$1.15K -16 -0.3%
SIC
659
Shoker Investment Counsel
Ohio
$399K -$12K -166 -3%
CIA
660
Capital Investment Advisors
Georgia
$394K +$78.8K +1,089 +25%
BPB
661
Badgley, Phelps & Bell
Washington
$390K -$14.6K -202 -4%
CC
662
Courier Capital
New York
$389K
HDIM
663
Hanson & Doremus Investment Management
Vermont
$389K +$332K +4,579 +582%
CA
664
Continuum Advisory
Idaho
$387K -$6.45K -89 -2%
AIA
665
Armor Investment Advisors
North Carolina
$384K +$16.2K +223 +4%
PFBT
666
Parkside Financial Bank & Trust
Missouri
$381K -$10.5K -145 -3%
OAM
667
Occidental Asset Management
California
$381K
BC
668
Banced Corp
Illinois
$380K -$8.34K -115 -2%
BWM
669
BerganKDV Wealth Management
Minnesota
$378K -$11.1K -153 -3%
BFC
670
Blue Fin Capital
Rhode Island
$378K +$36.3K +502 +11%
MSS
671
Mitchell Sinkler & Starr
Pennsylvania
$378K +$115K +1,583 +44%
CS
672
Credential Securities
$377K -$3.48K -48 -0.9%
MBTD
673
Mechanics Bank - Trust Department
California
$373K
HJA
674
Hugh Johnson Advisors
New York
$372K -$7.9K -109 -2%
1832 Asset Management
675
1832 Asset Management
Ontario, Canada
$371K -$93.1K -1,287 -20%