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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 %
DJSG
701
D.J. St. Germain
Massachusetts
$336K -$231K -3,189 -41%
AWM
702
AE Wealth Management
Kansas
$335K -$797 -11 -0.2%
SFG
703
Sather Financial Group
Texas
$334K +$10.4K +143 +3%
NDSI
704
Newman Dignan & Sheerar Inc
Rhode Island
$326K
PFSC
705
Peoples Financial Services Corp
Pennsylvania
$322K -$11.8K -163 -4%
LA
706
Lau Associates
Delaware
$321K
GHAM
707
Gilman Hill Asset Management
Connecticut
$319K -$186K -2,567 -37%
HH
708
Hilltop Holdings
Texas
$315K -$101K -1,388 -24%
B
709
Bellecapital
Switzerland
$315K +$8.84K +122 +3%
WPP
710
Whalerock Point Partners
Rhode Island
$314K
CBTWT
711
Community Bank & Trust (Waco, Texas)
Texas
$314K
AssetMark Inc
712
AssetMark Inc
California
$313K +$123K +1,702 +65%
PA
713
Parallel Advisors
California
$312K +$9.42K +130 +3%
UBS AM
714
UBS AM
Illinois
$312K -$182K -2,514 -37%
IB
715
Intrust Bank
Kansas
$311K -$54K -744 -15%
RHAM
716
Round Hill Asset Management
California
$311K -$20.2K -279 -6%
AFP
717
Ausdal Financial Partners
Iowa
$310K +$54.9K +757 +22%
KA
718
Kovack Advisors
Florida
$307K -$25.5K -352 -8%
FIM
719
Frontier Investment Management
Texas
$303K
CL
720
CPWM LLC
Washington
$303K +$303K +4,181 New
MMHP
721
Murphy Middleton Hinkle & Parker
Georgia
$301K
MG
722
Markel Group
Virginia
$299K
SFSIG
723
San Francisco Sentry Investment Group
California
$297K -$281K -3,879 -49%
PCP
724
Proficio Capital Partners
Massachusetts
$294K -$44K -608 -13%
TCB
725
Texas Capital Bancshares
Texas
$294K -$2.17K -30 -0.7%