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Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
1WA
651
180 Wealth Advisors
Washington
$487K +$142K +1,641 +41%
WSTAM
652
Wilbanks Smith & Thomas Asset Management
Virginia
$486K -$73.1K -842 -13%
KIA
653
KCM Investment Advisors
California
$486K +$38.7K +446 +9%
OBGC
654
O'Brien Greene & Co
Pennsylvania
$484K
AWA
655
ARS Wealth Advisors
Florida
$483K -$73.8K -850 -13%
MAFM
656
Mid Atlantic Financial Management
Pennsylvania
$482K -$56.4K -649 -10%
BCA
657
Bay Colony Advisors
Massachusetts
$479K +$62.6K +721 +15%
FWM
658
Fairhaven Wealth Management
Illinois
$471K +$12.6K +145 +3%
BOPW
659
Brandywine Oak Private Wealth
Pennsylvania
$470K +$99K +1,139 +27%
SVWAG
660
Sound View Wealth Advisors Group
Georgia
$469K -$75.1K -864 -14%
Aberdeen Group
661
Aberdeen Group
United Kingdom
$469K
HCM
662
Hutchinson Capital Management
California
$467K
YIA
663
YHB Investment Advisors
Connecticut
$466K +$869 +10 +0.2%
CAM
664
Cozad Asset Management
Illinois
$465K
BPB
665
Badgley, Phelps & Bell
Washington
$465K +$87K +1,000 +23%
FCCM
666
First City Capital Management
Georgia
$464K -$5.13K -59 -1%
PFBT
667
Parkside Financial Bank & Trust
Missouri
$464K +$8.69K +100 +2%
FRM
668
Fox Run Management
Connecticut
$462K +$462K +5,316 New
EIP
669
Epoch Investment Partners
New York
$460K -$18.3K -211 -4%
JA
670
JVL Associates
Michigan
$460K
CC
671
Courier Capital
New York
$460K +$107K +1,250 +30%
DDC
672
DF Dent & Co
Maryland
$459K
BI
673
Bredin Investment
Delaware
$459K
OIA
674
OneDigital Investment Advisors
Kansas
$459K +$135K +1,551 +42%
BWM
675
BerganKDV Wealth Management
Minnesota
$456K -$29.4K -338 -6%