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Novartis

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
701
Poehling Capital Management
Wisconsin
$439K -$41.8K -458 -9%
BOE
702
Bank of Edwardsville
Illinois
$438K -$52K -569 -11%
AIA
703
Armor Investment Advisors
North Carolina
$438K -$50.8K -557 -10%
BCA
704
Bay Colony Advisors
Massachusetts
$438K -$50.8K -556 -10%
HAG
705
HighPoint Advisor Group
Illinois
$437K +$19.9K +212 +5%
SRC
706
Sage Rhino Capital
California
$435K -$31.8K -348 -7%
CFA
707
Carroll Financial Associates
North Carolina
$433K -$414K -4,531 -49%
IA
708
IFG Advisory
Georgia
$432K -$64.1K -702 -13%
DJSG
709
D.J. St. Germain
Massachusetts
$432K -$50.1K -549 -10%
MBT
710
Montecito Bank & Trust
California
$431K +$23.9K +262 +6%
IFWM
711
Institute for Wealth Management
Colorado
$430K +$17.3K +190 +4%
IWC
712
Integrated Wealth Concepts
Massachusetts
$430K +$178K +1,942 +71%
TP
713
Tranquility Partners
Tennessee
$429K +$429K +4,702 New
CAM
714
Cresset Asset Management
Illinois
$428K -$144K -1,575 -25%
WI
715
WrapManager Inc
California
$423K +$5.93K +65 +1%
DWM
716
Dakota Wealth Management
Florida
$421K -$65.2K -716 -13%
B
717
Bellecapital
Switzerland
$421K -$48.9K -535 -10%
CA
718
Cullinan Associates
Kentucky
$421K -$48.8K -535 -10%
PWP
719
Private Wealth Partners
California
$417K -$167K -1,825 -29%
TU
720
TDAM USA
Ontario, Canada
$416K -$9.4K -103 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
721
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$411K -$211K -2,308 -34%
CIAS
722
Capital Investment Advisory Services
North Carolina
$408K +$282K +2,996 +224%
FIM
723
Frontier Investment Management
Texas
$406K -$73.7K -808 -15%
SIC
724
Salem Investment Counselors
North Carolina
$406K -$47.1K -516 -10%
SFG
725
Summit Financial Group
West Virginia
$404K -$46.8K -513 -10%