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Novartis

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BBA
701
BLB&B Advisors
Pennsylvania
$403K -$80.8K -980 -17%
BMO
702
Beck Mack & Oliver
New York
$403K
RFO
703
RiverGlades Family Offices
Florida
$402K
TP
704
Tranquility Partners
Tennessee
$402K +$20.2K +245 +5%
BWA
705
BDO Wealth Advisors
Florida
$402K +$86.6K +1,049 +27%
SFSG
706
Stearns Financial Services Group
North Carolina
$401K -$16.5K -200 -4%
PCG
707
Private Capital Group
Connecticut
$400K +$58.3K +708 +17%
CAM
708
Cozad Asset Management
Illinois
$398K -$11.1K -135 -3%
CHP
709
Cable Hill Partners
Oregon
$394K +$6.35K +77 +2%
1WA
710
180 Wealth Advisors
Washington
$392K -$61.8K -739 -14%
OC
711
Oakworth Capital
Alabama
$392K
SRC
712
Sage Rhino Capital
California
$392K +$2.15K +26 +0.6%
PCM
713
Poehling Capital Management
Wisconsin
$391K +$12.4K +150 +3%
HDIM
714
Hanson & Doremus Investment Management
Vermont
$391K +$315K +3,823 +414%
RIA
715
Realta Investment Advisors
Delaware
$390K +$26.6K +323 +7%
MSA
716
Marino Stram & Associates
Massachusetts
$389K -$37.4K -454 -9%
JC
717
Jacobs & Co
California
$389K
BFM
718
Boston Financial Management
Massachusetts
$388K -$77.3K -938 -17%
CIAS
719
Capital Investment Advisory Services
North Carolina
$387K +$2.48K +30 +0.6%
SYBT
720
Stock Yards Bank & Trust
Kentucky
$385K +$24.7K +300 +7%
PIMG
721
Patriot Investment Management Group
Tennessee
$385K +$385K +4,679 New
DWM
722
Dakota Wealth Management
Florida
$383K -$6.18K -75 -2%
AMIM
723
Aull & Monroe Investment Management
Alabama
$381K -$16.5K -200 -4%
SFA
724
Sequoia Financial Advisors
Ohio
$380K -$11K -134 -3%
B
725
Bellecapital
Switzerland
$380K