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Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
726
Sowell Financial Services
Arkansas
$374K +$374K +4,309 New
AWE
727
Avidian Wealth Enterprises
Texas
$373K +$17.3K +199 +5%
IWM
728
IHT Wealth Management
Illinois
$373K +$67.9K +782 +22%
CCG
729
Cypress Capital Group
Florida
$369K +$9.92K +114 +3%
ST
730
Spinnaker Trust
Maine
$369K +$44.7K +515 +14%
GWM
731
GSB Wealth Management
Connecticut
$366K
WCF
732
West Coast Financial
California
$366K +$36.4K +418 +11%
RWP
733
RWA Wealth Partners
Massachusetts
$365K
BRWA
734
B. Riley Wealth Advisors
Florida
$364K -$80.1K -920 -18%
Nisa Investment Advisors
735
Nisa Investment Advisors
Missouri
$363K -$174 -2 -0%
IAA
736
Independent Advisor Alliance
North Carolina
$362K +$15.3K +176 +4%
CHA
737
Carmichael Hill & Associates
Maryland
$357K +$8.69K +100 +2%
TAM
738
Tiverton Asset Management
Delaware
$356K
LB
739
Landmark Bank
Missouri
$356K +$1.65K +19 +0.5%
PWPS
740
Pinnacle Wealth Planning Services
Ohio
$356K +$79.4K +915 +29%
WI
741
WrapManager Inc
California
$355K -$48.2K -554 -12%
KCM
742
Kendall Capital Management
Maryland
$355K -$4.35K -50 -1%
PWA
743
Physician Wealth Advisors
Utah
$353K +$353K +3,863 New
Thrivent Financial for Lutherans
744
Thrivent Financial for Lutherans
Minnesota
$350K +$350K +4,033 New
IFWM
745
Institute for Wealth Management
Colorado
$349K -$60K -691 -15%
EWM
746
Empirical Wealth Management
Washington
$349K +$349K +4,018 New
ZB
747
Zions Bancorporation
Utah
$346K -$1.3K -15 -0.4%
RIA
748
Realta Investment Advisors
Delaware
$345K -$2.02K -23 -0.6%
MCM
749
MAI Capital Management
Ohio
$343K -$96.1K -1,106 -22%
NL
750
NWAM LLC
Washington
$339K +$57.4K +661 +20%