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Novartis

874 hedge funds and large institutions have $17.3B invested in Novartis in 2016 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 335 increasing their positions, 345 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
-52
Holders Change %
-5.62%
% of All Funds
23.33%
Holding in Top 10
21
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-50%
% of All Funds
0.56%
New
62
Increased
335
Reduced
345
Closed
103
Calls
$32.3M
Puts
$32.7M
Net Calls
-$464K
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
726
Citizens Financial Group
Rhode Island
$209K -$2.53K -39 -1%
PWMAG
727
Pinnacle Wealth Management Advisory Group
New Jersey
$209K
PP
728
Palladium Partners
Virginia
$208K
WAM
729
Weatherly Asset Management
California
$208K
WP
730
WealthSource Partners
California
$208K +$208K +3,202 New
BCM
731
Brookstone Capital Management
Illinois
$207K -$61.1K -937 -23%
SSA
732
South Street Advisors
New York
$207K +$8.29K +128 +4%
WAS
733
WESPAC Advisors SoCal
California
$206K -$18.1K -279 -8%
PTC
734
Private Trust Company
Ohio
$206K +$16.5K +255 +9%
AP
735
Advisor Partners
California
$204K -$411K -6,314 -67%
CLOS
736
Compagnie Lombard Odier SCmA
Switzerland
$204K +$179K +2,767 +724%
WPP
737
Whalerock Point Partners
Rhode Island
$201K -$43.8K -676 -18%
BOS
738
Bank of Stockton
California
$200K +$7.13K +110 +4%
EFSCE
739
Enterprise Financial Services Corp (EFSC)
Missouri
$198K -$1.04K -16 -0.5%
WAM
740
Wealthspire Advisors (Maryland)
Maryland
$190K -$284K -4,378 -60%
ARMT
741
Amica Retiree Medical Trust
Rhode Island
$188K
SBL
742
Sargent Bickham Lagudis
Colorado
$183K +$183K +2,826 New
IA
743
IFP Advisors
Florida
$176K -$456K -5,174 -72%
MMG
744
Monetary Management Group
Missouri
$170K -$131K -2,009 -43%
KT
745
Kanaly Trust
Texas
$167K +$65 +1 +0%
NEAM
746
New England Asset Management
Connecticut
$163K
PFSC
747
Peoples Financial Services Corp
Pennsylvania
$154K
HAG
748
HighPoint Advisor Group
Illinois
$152K +$152K +2,229 New
YMRC
749
Yorktown Management & Research Company
Virginia
$152K +$152K +2,344 New
LNB
750
Ledyard National Bank
$150K