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Novartis

1,086 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 341 increasing their positions, 403 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+59
Holders Change %
+5.74%
% of All Funds
24.24%
Holding in Top 10
40
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+81.82%
% of All Funds
0.89%
New
143
Increased
341
Reduced
403
Closed
76
Calls
$108M
Puts
$80.5M
Net Calls
+$27.4M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
726
Tiverton Asset Management
Delaware
$348K
SWP
727
Strategic Wealth Partners
Ohio
$345K -$12.4K -156 -3%
CWM
728
Cornerstone Wealth Management
Missouri
$344K -$22.1M -286,746 -98%
AAM
729
Aureus Asset Management
Massachusetts
$344K -$33.6K -437 -9%
CC
730
Courier Capital
New York
$344K +$2.31K +30 +0.7%
BOH
731
Bank of Hawaii
Hawaii
$341K -$382K -4,968 -53%
TSW
732
Thompson Siegel & Walmsley
Virginia
$341K
TC
733
TownSquare Capital
Utah
$341K +$341K +4,284 New
ST
734
Spinnaker Trust
Maine
$338K
FWM
735
Fairhaven Wealth Management
Illinois
$337K +$337K +4,381 New
JWS
736
Juncture Wealth Strategies
Arizona
$335K -$77.4K -1,005 -19%
IAA
737
Independent Advisor Alliance
North Carolina
$335K -$55.9K -726 -14%
OIA
738
Optimum Investment Advisors
Illinois
$334K -$27.4K -357 -8%
RCM
739
Riverhead Capital Management
Delaware
$333K -$698K -9,066 -68%
WTB
740
Washington Trust Bank
Washington
$332K
RHAM
741
Round Hill Asset Management
California
$330K
BFC
742
Blue Fin Capital
Rhode Island
$327K -$48.6K -632 -13%
Squarepoint
743
Squarepoint
New York
$327K +$327K +4,258 New
Luther King Capital Management (LKCM)
744
Luther King Capital Management (LKCM)
Texas
$326K -$89.7K -1,165 -22%
CBTWT
745
Community Bank & Trust (Waco, Texas)
Texas
$324K -$17.2K -223 -5%
PTB
746
Pioneer Trust Bank
Oregon
$322K
PWMAG
747
Pinnacle Wealth Management Advisory Group
New Jersey
$322K +$17.2K +223 +6%
RCAG
748
Rehmann Capital Advisory Group
Michigan
$322K +$185K +2,412 +136%
BAS
749
Brown Advisory Securities
Maryland
$320K -$40.4K -536 -11%
HAG
750
HighPoint Advisor Group
Illinois
$319K -$29K -360 -8%