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Novartis

1,027 hedge funds and large institutions have $22.4B invested in Novartis in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 359 increasing their positions, 368 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+41
Holders Change %
+4.16%
% of All Funds
23.52%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.5%
New
91
Increased
359
Reduced
368
Closed
44
Calls
$89.4M
Puts
$63.6M
Net Calls
+$25.8M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HBT
726
Hills Bank & Trust
Iowa
$295K -$19.2K -248 -6%
ERIM
727
Eagle Ridge Investment Management
Connecticut
$293K -$43.1K -558 -13%
PCP
728
Proficio Capital Partners
Massachusetts
$291K -$2.31K -30 -0.8%
MBTD
729
Mechanics Bank - Trust Department
California
$290K -$103K -1,335 -26%
Lido Advisors
730
Lido Advisors
California
$290K -$6.32K -82 -2%
BAM
731
Berkshire Asset Management
Pennsylvania
$288K +$23.7K +308 +9%
SWM
732
Segment Wealth Management
Texas
$288K +$288K +3,725 New
CG
733
Colony Group
Massachusetts
$287K +$15.1K +196 +6%
IWP
734
Icon Wealth Partners
Texas
$286K -$5.16K -67 -2%
LA
735
Lau Associates
Delaware
$285K -$57.4K -744 -17%
BCP
736
Berkeley Capital Partners
Georgia
$283K +$283K +3,669 New
MHS
737
M Holdings Securities
Oregon
$281K -$523K -6,786 -65%
WAM
738
Weatherly Asset Management
California
$281K -$36.9K -477 -12%
VFA
739
Valeo Financial Advisors
Indiana
$280K -$14.9K -190 -5%
MC
740
Miles Capital
Iowa
$280K
PTC
741
Private Trust Company
Ohio
$279K -$18.5K -240 -6%
NL
742
NWAM LLC
Washington
$278K -$9.87K -128 -3%
IP
743
Intellectus Partners
California
$278K +$29K +375 +12%
LIM
744
Leavell Investment Management
Alabama
$277K -$10.3K -134 -4%
MPI
745
Mairs & Power Inc
Minnesota
$276K
VCWA
746
Vanguard Capital Wealth Advisors
Colorado
$276K +$276K +3,579 New
SMC
747
Smith, Moore & Co
Missouri
$274K +$8.56K +111 +3%
IIC
748
Ironwood Investment Counsel
Arizona
$273K +$6.16K +80 +2%
RCC
749
Red Cedar Capital
Nebraska
$271K
TAM
750
Trillium Asset Management
Massachusetts
$269K -$20.3K -263 -7%