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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 %
PIM
701
Penobscot Investment Management
Massachusetts
$338K
NDSI
702
Newman Dignan & Sheerar Inc
Rhode Island
$338K
SFG
703
Sather Financial Group
Texas
$336K
LA
704
Lau Associates
Delaware
$334K
Verition Fund Management
705
Verition Fund Management
Connecticut
$333K +$333K +4,426 New
CIA
706
Capital Investment Advisors
Georgia
$328K +$1.36K +18 +0.4%
WPP
707
Whalerock Point Partners
Rhode Island
$326K
CBTWT
708
Community Bank & Trust (Waco, Texas)
Texas
$326K
SFS
709
Sowell Financial Services
Arkansas
$325K +$28.6K +369 +10%
OPCM
710
Osborne Partners Capital Management
California
$321K -$45.9K -611 -13%
LIM
711
Leavell Investment Management
Alabama
$320K
NCM
712
Noesis Capital Mangement
Florida
$319K -$1.65K -22 -0.5%
YMRC
713
Yorktown Management & Research Company
Virginia
$319K
FFWA
714
FRG Family Wealth Advisors
Washington
$319K
B
715
Bellecapital
Switzerland
$318K
ZIC
716
ZWJ Investment Counsel
Georgia
$316K +$11.2K +149 +4%
FIM
717
Frontier Investment Management
Texas
$315K -$77.9K -1,035 -20%
MPI
718
Mairs & Power Inc
Minnesota
$315K
PA
719
Parallel Advisors
California
$314K +$4.66K +62 +2%
MMHP
720
Murphy Middleton Hinkle & Parker
Georgia
$312K +$312K +4,149 New
FPS
721
Fieldpoint Private Securities
Connecticut
$311K -$80.4K -1,068 -21%
MG
722
Markel Group
Virginia
$311K
PFP
723
Pinnacle Financial Partners
Tennessee
$309K -$48.8K -648 -14%
TCB
724
Texas Capital Bancshares
Texas
$308K
CPIA
725
Cornell Pochily Investment Advisors
New York
$308K +$308K +4,104 New