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Novartis

908 hedge funds and large institutions have $19.9B invested in Novartis in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 342 increasing their positions, 334 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+5
Holders Change %
+0.55%
% of All Funds
22.64%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
76
Increased
342
Reduced
334
Closed
61
Calls
$30.9M
Puts
$68.2M
Net Calls
-$37.3M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BW
726
Bison Wealth
Georgia
$240K +$240K +3,602 New
FIM
727
Frontier Investment Management
Texas
$240K +$240K +3,878 New
WP
728
WealthSource Partners
California
$239K +$33.5K +504 +16%
IWM
729
Integrated Wealth Management
California
$237K -$4.13K -62 -2%
ZIC
730
ZWJ Investment Counsel
Georgia
$237K +$237K +3,561 New
SYBT
731
Stock Yards Bank & Trust
Kentucky
$236K +$7.38K +111 +3%
JCM
732
Jacobi Capital Management
Pennsylvania
$235K +$19K +287 +9%
IP
733
Intellectus Partners
California
$234K
CS
734
Credential Securities
$233K -$932 -14 -0.4%
AP
735
Advisor Partners
California
$231K -$174K -2,619 -43%
KCM
736
Kanawha Capital Management
Virginia
$230K
RA
737
RFG Advisory
Alabama
$228K +$228K +3,448 New
MSS
738
Mitchell Sinkler & Starr
Pennsylvania
$227K
DY
739
Dowling & Yahnke
California
$227K +$227K +3,407 New
PWMAG
740
Pinnacle Wealth Management Advisory Group
New Jersey
$224K
FA
741
Fortis Advisors
Pennsylvania
$224K +$1.33K +20 +0.6%
AL
742
Agran Libbie
California
$223K -$5.54K -83 -2%
CIM
743
CIM Investment Management
Pennsylvania
$223K
IIA
744
IPG Investment Advisors
California
$223K
JG
745
Jefferies Group
New York
$221K +$221K +3,320 New
HCA
746
Heck Capital Advisors
Wisconsin
$219K -$10.4K -156 -5%
ST
747
Spinnaker Trust
Maine
$219K -$592K -8,887 -73%
SBL
748
Sargent Bickham Lagudis
Colorado
$219K -$34K -511 -13%
FMW
749
Farr Miller & Washington
District of Columbia
$219K
BWM
750
BerganKDV Wealth Management
Minnesota
$219K +$8.57K +129 +4%