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Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DJSG
701
D.J. St. Germain
Massachusetts
$411K
MBT
702
Montecito Bank & Trust
California
$410K
IC
703
Inscription Capital
Texas
$409K -$47.2K -543 -10%
SRC
704
Sage Rhino Capital
California
$407K -$6.78K -78 -2%
MSS
705
Mitchell Sinkler & Starr
Pennsylvania
$405K +$34.8K +400 +9%
EWA
706
ERTS Wealth Advisors
Michigan
$403K -$160K -1,841 -28%
TP
707
Tranquility Partners
Tennessee
$403K -$6.09K -70 -1%
B
708
Bellecapital
Switzerland
$401K
CA
709
Cullinan Associates
Kentucky
$401K
LNC
710
Lincoln National Corp
Pennsylvania
$401K +$188K +2,170 +89%
LC
711
Lindbrook Capital
California
$397K +$16.3K +188 +4%
CFA
712
Carroll Financial Associates
North Carolina
$394K -$17.7K -204 -4%
BWAM
713
Boyd Watterson Asset Management
Ohio
$393K +$8.96K +103 +2%
EMG
714
Ellington Management Group
Connecticut
$391K +$391K +4,500 New
SIC
715
Salem Investment Counselors
North Carolina
$386K
MLL
716
Moody Lynn & Lieberson
Massachusetts
$385K +$11.3K +130 +3%
PCM
717
Poehling Capital Management
Wisconsin
$384K -$33.9K -390 -8%
SFA
718
Sequoia Financial Advisors
Ohio
$384K +$7.3K +84 +2%
ESB
719
Essex Savings Bank
Connecticut
$381K -$109K -1,254 -22%
FAT
720
First American Trust
California
$381K
SYBT
721
Stock Yards Bank & Trust
Kentucky
$380K
PC
722
Port Capital
Illinois
$377K -$87K -1,000 -19%
TYCC
723
Texas Yale Capital Corp
Florida
$377K
CIAS
724
Capital Investment Advisory Services
North Carolina
$375K -$1.56K -18 -0.4%
KA
725
Kovack Advisors
Florida
$375K +$375K +4,317 New