NVS icon

Novartis

1,005 hedge funds and large institutions have $21.1B invested in Novartis in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 344 increasing their positions, 334 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+69
Holders Change %
+7.37%
% of All Funds
22.83%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.55%
New
137
Increased
344
Reduced
334
Closed
63
Calls
$61.9M
Puts
$42.2M
Net Calls
+$19.7M
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
FAT
676
First American Trust
California
$371K -$4.21K -56 -1%
WA1
677
Wimmer Associates 1
California
$371K
Luther King Capital Management (LKCM)
678
Luther King Capital Management (LKCM)
Texas
$367K +$4.82K +64 +1%
FBT
679
First Bankers Trust
Kentucky
$365K
FA
680
FCG Advisors
New Jersey
$365K +$9.98K +134 +3%
TYCC
681
Texas Yale Capital Corp
Florida
$365K +$16.4K +218 +5%
PFM
682
Parsec Financial Management
North Carolina
$364K -$62.4K -828 -15%
PTB
683
Pioneer Trust Bank
Oregon
$364K
OIA
684
Optimum Investment Advisors
Illinois
$364K
BWM
685
Buckley Wealth Management
Nevada
$363K +$363K +4,828 New
NFG
686
Next Financial Group
Texas
$359K -$126K -1,674 -26%
CCM
687
Chilton Capital Management
Texas
$359K +$22.9K +304 +7%
BFC
688
Blue Fin Capital
Rhode Island
$355K -$36.2K -482 -9%
NG
689
Northstar Group
New York
$355K -$25.2K -335 -7%
WAM
690
Weatherly Asset Management
California
$355K +$160K +2,128 +82%
GWM
691
GSB Wealth Management
Connecticut
$353K
PCP
692
Proficio Capital Partners
Massachusetts
$351K +$15.1K +201 +4%
AWM
693
AE Wealth Management
Kansas
$349K -$19.1K -254 -5%
IAA
694
Independent Advisor Alliance
North Carolina
$347K +$6.56K +85 +2%
PFSC
695
Peoples Financial Services Corp
Pennsylvania
$346K
KA
696
Kovack Advisors
Florida
$345K +$345K +4,587 New
RHAM
697
Round Hill Asset Management
California
$344K
CFA
698
Carroll Financial Associates
North Carolina
$343K -$3.23K -43 -0.9%
HCA
699
Harbour Capital Advisors
Virginia
$342K +$22.3K +296 +7%
1WA
700
180 Wealth Advisors
Washington
$339K +$339K +4,510 New