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Novartis

908 hedge funds and large institutions have $19.9B invested in Novartis in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 342 increasing their positions, 334 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+5
Holders Change %
+0.55%
% of All Funds
22.64%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
76
Increased
342
Reduced
334
Closed
61
Calls
$30.9M
Puts
$68.2M
Net Calls
-$37.3M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
QSS
701
Quantitative Systematic Strategies
Florida
$269K +$269K +4,039 New
BCMO
702
Buckingham Capital Management (Ohio)
Ohio
$268K -$40.9K -614 -13%
CA
703
Cullinan Associates
Kentucky
$267K -$2.59K -39 -1%
DAM
704
Doheny Asset Management
California
$267K
SNT
705
Security National Trust
West Virginia
$267K
HAG
706
HighPoint Advisor Group
Illinois
$265K -$118K -1,550 -31%
FLAM
707
First Light Asset Management
Minnesota
$265K
TA
708
Tiedemann Advisors
New York
$262K -$156K -2,348 -37%
PWP
709
Private Wealth Partners
California
$260K -$464K -6,975 -64%
PCM
710
Palisade Capital Management
New Jersey
$260K -$731 -11 -0.3%
WMSA
711
Weiss Multi-Strategy Advisers
New York
$260K
DDPIC
712
Deroy & Devereaux Private Investment Counsel
Michigan
$256K -$11.2K -168 -4%
AZA
713
Arthur Zaske & Associates
Michigan
$256K
FFWA
714
FRG Family Wealth Advisors
Washington
$255K +$11.2K +167 +5%
CIS
715
Connors Investor Services
Pennsylvania
$253K -$81.9K -1,228 -24%
SI
716
SII Investments
Wisconsin
$252K -$12.9K -194 -5%
LNB
717
Ledyard National Bank
$252K +$102K +1,529 +68%
PA
718
Parallel Advisors
California
$250K -$70.8K -1,017 -22%
RG
719
Rathbones Group
United Kingdom
$250K
WI
720
Wintrust Investments
Illinois
$246K +$246K +3,691 New
CBU
721
CIBC Bank USA
Illinois
$245K -$8.24K -124 -3%
PCA
722
Peddock Capital Advisors
Massachusetts
$244K +$34.2K +514 +16%
ZCA
723
Zeke Capital Advisors
Pennsylvania
$243K +$243K +3,653 New
WSCM
724
Wellington Shields Capital Management
New York
$242K -$24.9K -374 -9%
HIC
725
Holderness Investments Company
North Carolina
$242K +$13K +195 +6%