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Novartis

1,086 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 341 increasing their positions, 403 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+59
Holders Change %
+5.74%
% of All Funds
24.24%
Holding in Top 10
40
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+81.82%
% of All Funds
0.89%
New
143
Increased
341
Reduced
403
Closed
76
Calls
$108M
Puts
$80.5M
Net Calls
+$27.4M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
BBA
676
BLB&B Advisors
Pennsylvania
$404K -$65K -846 -14%
OCG
677
Opus Capital Group
Ohio
$404K
CFA
678
Carroll Financial Associates
North Carolina
$404K +$12.6K +166 +3%
AA
679
Ancora Advisors
Ohio
$403K
DWM
680
Dakota Wealth Management
Florida
$402K -$2.62K -34 -0.6%
OSAM
681
O'Shaughnessy Asset Management
Connecticut
$399K +$366K +4,754 +1,100%
AWM
682
Altium Wealth Management
New York
$398K -$34.9K -454 -8%
CA
683
Cullinan Associates
Kentucky
$396K +$86.9K +1,129 +28%
GQG Partners
684
GQG Partners
Florida
$393K -$144K -1,874 -27%
SGA
685
Strategic Global Advisors
California
$391K -$50.5K -657 -11%
DDC
686
DF Dent & Co
Maryland
$389K
F
687
F3Logic
Minnesota
$388K +$388K +5,049 New
TPWA
688
TRUE Private Wealth Advisors
Oregon
$387K +$43.3K +564 +13%
BAM
689
Bruderman Asset Management
New York
$387K +$81.5K +1,060 +27%
BCM
690
Bayesian Capital Management
New York
$386K +$386K +5,022 New
B
691
Bellecapital
Switzerland
$385K +$19.7K +256 +5%
KCM
692
Kendall Capital Management
Maryland
$383K -$25.8K -335 -6%
SIC
693
Salem Investment Counselors
North Carolina
$381K
TCB
694
Texas Capital Bancshares
Texas
$381K +$69.1K +900 +22%
SFG
695
Summit Financial Group
West Virginia
$380K
BPB
696
Badgley, Phelps & Bell
Washington
$379K -$154 -2 -0%
SGAM
697
Steinberg Global Asset Management
Florida
$378K -$92K -1,195 -20%
FAT
698
First American Trust
California
$376K
BP
699
BBR Partners
New York
$374K +$845 +11 +0.2%
ZB
700
Zions Bancorporation
Utah
$373K -$82.8K -1,077 -18%