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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 %
New York State Common Retirement Fund
651
New York State Common Retirement Fund
New York
$477K
BS
652
Boenning & Scattergood
Pennsylvania
$475K -$44.8K -543 -9%
FIM
653
Frontier Investment Management
Texas
$474K -$29.1K -353 -6%
NNP
654
Nachman Norwood & Parrott
South Carolina
$470K +$10.6K +129 +2%
CCA
655
Cobblestone Capital Advisors
New York
$468K +$468K +5,675 New
ST
656
Smithfield Trust
Pennsylvania
$467K +$417K +5,070 +838%
MG
657
Mather Group
Illinois
$464K +$233K +2,827 +101%
SAG
658
Spotlight Asset Group
Illinois
$462K -$412 -5 -0.1%
OBGC
659
O'Brien Greene & Co
Pennsylvania
$460K
EIM
660
Essex Investment Management
Massachusetts
$458K -$116K -1,408 -20%
NP
661
NorthRock Partners
Minnesota
$458K +$18.4K +223 +4%
CA
662
Cullinan Associates
Kentucky
$456K -$44.8K -544 -9%
BOPW
663
Brandywine Oak Private Wealth
Pennsylvania
$456K -$33.6K -407 -7%
DJSG
664
D.J. St. Germain
Massachusetts
$456K +$3.13K +38 +0.7%
HAG
665
HighPoint Advisor Group
Illinois
$448K -$16.6K -187 -4%
IWP
666
Icon Wealth Partners
Texas
$448K +$104K +1,264 +30%
ORI
667
Oak Ridge Investments
Illinois
$446K -$39K -473 -8%
FCCM
668
First City Capital Management
Georgia
$446K -$4.12K -50 -0.9%
PA
669
Parallel Advisors
California
$443K -$110K -1,338 -20%
HCM
670
Hutchinson Capital Management
California
$443K
YIA
671
YHB Investment Advisors
Connecticut
$443K
NL
672
NVWM LLC
Pennsylvania
$443K +$22.4K +272 +5%
AL
673
Aspiriant LLC
California
$440K +$7.26K +88 +2%
JA
674
JVL Associates
Michigan
$437K
HIC
675
Holderness Investments Company
North Carolina
$435K +$45.5K +552 +12%