NVS icon

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 %
BWM
651
BerganKDV Wealth Management
Minnesota
$510K -$61.1K -669 -11%
OCG
652
Opus Capital Group
Ohio
$510K +$29.6K +324 +6%
OBGC
653
O'Brien Greene & Co
Pennsylvania
$509K -$59.1K -647 -10%
EIP
654
Epoch Investment Partners
New York
$503K -$41.1K -450 -8%
KWM
655
Kingsview Wealth Management
Oregon
$500K -$114K -1,252 -19%
SFSG
656
Stearns Financial Services Group
North Carolina
$494K -$84.8K -928 -15%
IPW
657
Inlet Private Wealth
Florida
$493K -$57.2K -648 -10%
FCCM
658
First City Capital Management
Georgia
$493K -$57.2K -627 -10%
Aberdeen Group
659
Aberdeen Group
United Kingdom
$493K -$57.2K -626 -10%
HCM
660
Hutchinson Capital Management
California
$491K -$57K -624 -10%
YIA
661
YHB Investment Advisors
Connecticut
$489K -$82.2K -900 -14%
OC
662
Oakworth Capital
Alabama
$489K -$55.8K -611 -10%
CAM
663
Cozad Asset Management
Illinois
$488K -$73.4K -804 -13%
PC
664
Port Capital
Illinois
$487K -$250K -2,739 -34%
B
665
Bailard
California
$487K +$15.7K +172 +3%
JWS
666
Juncture Wealth Strategies
Arizona
$484K -$66.3K -726 -12%
BCM
667
Bayesian Capital Management
New York
$484K +$484K +5,298 New
JA
668
JVL Associates
Michigan
$483K -$56K -614 -10%
DDC
669
DF Dent & Co
Maryland
$483K -$56K -613 -10%
RCAG
670
Rehmann Capital Advisory Group
Michigan
$483K +$41.7K +457 +9%
BFEC
671
Benjamin F. Edwards & Company
Missouri
$482K -$64.4K -706 -12%
FWM
672
Fairhaven Wealth Management
Illinois
$481K +$44.6K +489 +10%
1832 Asset Management
673
1832 Asset Management
Ontario, Canada
$480K -$105K -1,148 -18%
MSA
674
Marino Stram & Associates
Massachusetts
$479K -$82.3K -902 -15%
PFBT
675
Parkside Financial Bank & Trust
Missouri
$478K -$61.5K -674 -11%