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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 %
MBT
676
Montecito Bank & Trust
California
$432K +$3.05K +37 +0.7%
IFWM
677
Institute for Wealth Management
Colorado
$428K -$8.65K -105 -2%
EFS
678
Essex Financial Services
Connecticut
$427K -$254K -3,081 -37%
NCM
679
Northwest Capital Management
Oregon
$427K
DDC
680
DF Dent & Co
Maryland
$425K -$11.4K -138 -3%
AIA
681
Armor Investment Advisors
North Carolina
$425K -$5.11K -62 -1%
OIA
682
OneDigital Investment Advisors
Kansas
$420K -$47.6K -577 -10%
SVWAG
683
Sound View Wealth Advisors Group
Georgia
$419K -$46.2K -560 -10%
PFBT
684
Parkside Financial Bank & Trust
Missouri
$419K -$25.8K -313 -6%
WI
685
WrapManager Inc
California
$419K +$68.1K +826 +19%
H
686
HoyleCohen
California
$418K -$3.3K -40 -0.8%
AAS
687
Avantax Advisory Services
Texas
$417K +$25.1K +305 +6%
WSTAM
688
Wilbanks Smith & Thomas Asset Management
Virginia
$414K -$80.2K -973 -16%
BPB
689
Badgley, Phelps & Bell
Washington
$414K +$2.89K +35 +0.7%
IWM
690
IHT Wealth Management
Illinois
$414K +$68.5K +830 +20%
ACM
691
Ategra Capital Management
Virginia
$413K +$10.1K +123 +3%
CM
692
Caption Management
Oklahoma
$412K +$412K +5,000 New
BCA
693
Bay Colony Advisors
Massachusetts
$410K -$44.8K -543 -10%
SRC
694
Shufro Rose & Co
New York
$409K
GLR
695
Great Lakes Retirement
Ohio
$409K +$3.58K +44 +0.9%
B
696
Bailard
California
$408K -$78.8K -956 -16%
HSA
697
HBK Sorce Advisory
Pennsylvania
$407K +$47.6K +578 +13%
NSAM
698
North Star Asset Management
Wisconsin
$406K -$147K -1,788 -27%
MAFM
699
Mid Atlantic Financial Management
Pennsylvania
$406K -$48.8K -591 -11%
MSS
700
Mitchell Sinkler & Starr
Pennsylvania
$405K -$165K -2,000 -29%