NVS icon

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 %
TYCC
701
Texas Yale Capital Corp
Florida
$373K
SFS
702
Sowell Financial Services
Arkansas
$371K +$29.9K +388 +9%
SYBT
703
Stock Yards Bank & Trust
Kentucky
$371K +$68.3K +889 +23%
EWM
704
Endurance Wealth Management
Rhode Island
$371K +$368K +4,788 +12,277%
LB
705
Landmark Bank
Missouri
$367K +$16.2K +210 +5%
CA
706
Continuum Advisory
Idaho
$366K -$104K -1,357 -22%
DAS
707
Dynamic Advisor Solutions
Arizona
$366K +$23.4K +304 +7%
MSS
708
Mitchell Sinkler & Starr
Pennsylvania
$365K
HCA
709
Harbour Capital Advisors
Virginia
$364K -$9.45K -123 -3%
RWP
710
RWA Wealth Partners
Massachusetts
$361K
GWM
711
GSB Wealth Management
Connecticut
$361K
Nisa Investment Advisors
712
Nisa Investment Advisors
Missouri
$359K
WA1
713
Wimmer Associates 1
California
$357K
IP
714
Intellectus Partners
California
$357K +$80.1K +1,041 +29%
FIM
715
Frontier Investment Management
Texas
$355K +$1.23K +16 +0.3%
PFM
716
Parsec Financial Management
North Carolina
$355K +$2.08K +27 +0.6%
CHA
717
Carmichael Hill & Associates
Maryland
$353K
MLL
718
Moody Lynn & Lieberson
Massachusetts
$352K +$26.1K +340 +8%
FBT
719
First Bankers Trust
Kentucky
$352K +$352K +4,576 New
WWM
720
Western Wealth Management
Colorado
$352K +$352K +4,595 New
WCF
721
West Coast Financial
California
$351K -$49.2K -639 -12%
BCM
722
BlueCrest Capital Management
Jersey
$351K +$30.6K +398 +10%
GHCM
723
Glen Harbor Capital Management
California
$350K -$631K -8,214 -64%
PCM
724
Pointe Capital Management
Michigan
$350K -$4K -52 -1%
SIC
725
Shoker Investment Counsel
Ohio
$350K +$37.4K +487 +12%