NVS icon

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 %
CHA
676
Carmichael Hill & Associates
Maryland
$370K -$24.3K -335 -6%
BP
677
BBR Partners
New York
$370K +$370K +5,105 New
HBT
678
Hills Bank & Trust
Iowa
$369K -$443K -6,115 -55%
DDC
679
DF Dent & Co
Maryland
$367K +$367K +5,061 New
Luther King Capital Management (LKCM)
680
Luther King Capital Management (LKCM)
Texas
$366K +$12.5K +173 +4%
OIA
681
Optimum Investment Advisors
Illinois
$365K +$14.2K +196 +4%
JWS
682
Juncture Wealth Strategies
Arizona
$364K -$40.4K -558 -10%
HCA
683
Harbour Capital Advisors
Virginia
$364K +$35.2K +486 +11%
ZCA
684
Zeke Capital Advisors
Pennsylvania
$360K -$13.5K -186 -4%
CFA
685
Carroll Financial Associates
North Carolina
$360K +$29.8K +412 +9%
SFG
686
Summit Financial Group
West Virginia
$358K +$358K +4,939 New
WA1
687
Wimmer Associates 1
California
$357K
FAT
688
First American Trust
California
$354K -$3.18K -44 -0.9%
FA
689
FCG Advisors
New Jersey
$352K -$2.53K -35 -0.7%
TYCC
690
Texas Yale Capital Corp
Florida
$351K
PTB
691
Pioneer Trust Bank
Oregon
$350K
VFA
692
Valeo Financial Advisors
Indiana
$348K -$180K -2,476 -34%
RWP
693
RWA Wealth Partners
Massachusetts
$348K -$54.8K -757 -14%
PFM
694
Parsec Financial Management
North Carolina
$346K -$3.84K -53 -1%
IAA
695
Independent Advisor Alliance
North Carolina
$343K +$22.3K +313 +7%
WAM
696
Weatherly Asset Management
California
$342K
BWM
697
Buckley Wealth Management
Nevada
$341K -$8.77K -121 -3%
NG
698
Northstar Group
New York
$341K
GWM
699
GSB Wealth Management
Connecticut
$340K
FFWA
700
FRG Family Wealth Advisors
Washington
$337K +$29.9K +413 +10%