NVS icon

Novartis

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BWAM
726
Boyd Watterson Asset Management
Ohio
$403K +$57K +624 +16%
LC
727
Lindbrook Capital
California
$400K -$129K -1,416 -24%
FAT
728
First American Trust
California
$400K -$46.4K -509 -10%
SYBT
729
Stock Yards Bank & Trust
Kentucky
$399K -$58.8K -644 -13%
BPB
730
Badgley, Phelps & Bell
Washington
$397K -$53.5K -586 -12%
TYCC
731
Texas Yale Capital Corp
Florida
$396K -$488K -5,349 -55%
SFA
732
Sequoia Financial Advisors
Ohio
$396K -$38.5K -421 -9%
MLL
733
Moody Lynn & Lieberson
Massachusetts
$392K -$27.6K -303 -7%
MSS
734
Mitchell Sinkler & Starr
Pennsylvania
$389K -$45.2K -494 -10%
BOPW
735
Brandywine Oak Private Wealth
Pennsylvania
$389K -$4.74K -52 -1%
RWP
736
RWA Wealth Partners
Massachusetts
$384K -$44.6K -488 -10%
GWM
737
GSB Wealth Management
Connecticut
$384K -$44.5K -488 -10%
Nisa Investment Advisors
738
Nisa Investment Advisors
Missouri
$381K -$44.2K -485 -10%
CC
739
Courier Capital
New York
$379K -$54.2K -593 -13%
ACM
740
Allred Capital Management
Texas
$378K -$55.6K -604 -13%
AAM
741
Aureus Asset Management
Massachusetts
$378K -$31.7K -347 -8%
KCM
742
Kendall Capital Management
Maryland
$377K -$62.1K -680 -14%
CCG
743
Cypress Capital Group
Florida
$377K -$2.92K -32 -0.8%
TAM
744
Tiverton Asset Management
Delaware
$375K -$38.2K -417 -9%
LB
745
Landmark Bank
Missouri
$373K -$35.6K -389 -9%
AWE
746
Avidian Wealth Enterprises
Texas
$373K +$99K +1,086 +36%
WA1
747
Wimmer Associates 1
California
$372K -$51.8K -568 -12%
HFP
748
Holistic Financial Partners
Indiana
$371K -$37.9K -416 -9%
LWM
749
Liberty Wealth Management
California
$371K +$18.6K +204 +5%
1WA
750
180 Wealth Advisors
Washington
$368K +$2.95K +32 +0.8%