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Novartis

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
726
Jacobi Capital Management
Pennsylvania
$378K +$67K +813 +22%
GIA
727
Gladstone Institutional Advisory
Florida
$374K -$41.1K -498 -10%
IC
728
Inscription Capital
Texas
$374K -$12.1K -147 -3%
QP
729
Quilter Plc
United Kingdom
$373K +$373K +4,526 New
BWAM
730
Boyd Watterson Asset Management
Ohio
$372K -$908 -11 -0.2%
HB
731
Horizon Bancorp
Indiana
$367K -$26.3K -319 -7%
SIC
732
Salem Investment Counselors
North Carolina
$366K
AP
733
Appleton Partners
Massachusetts
$362K -$38.5K -467 -10%
CCG
734
Cypress Capital Group
Florida
$362K +$12.9K +156 +4%
TRCT
735
Tower Research Capital (TRC)
New York
$362K +$260K +3,152 +255%
FAT
736
First American Trust
California
$361K
MCA
737
Mercer Capital Advisers
New Jersey
$359K -$49.5K -600 -12%
FPS
738
Fieldpoint Private Securities
Connecticut
$359K +$31K +375 +9%
TYCC
739
Texas Yale Capital Corp
Florida
$358K
FC
740
FORA Capital
Florida
$357K -$1.88M -22,832 -84%
1W
741
1776 Wealth
Georgia
$357K +$179K +2,025 +100%
HH
742
Hilltop Holdings
Texas
$355K -$114K -1,388 -24%
IAA
743
Independent Advisor Alliance
North Carolina
$355K -$10.2K -123 -3%
PWA
744
Physician Wealth Advisors
Utah
$355K -$4.41K -50 -1%
OPA
745
Old Port Advisors
Maine
$355K +$98.2K +1,189 +38%
AWE
746
Avidian Wealth Enterprises
Texas
$353K -$42.5K -515 -11%
CHA
747
Carmichael Hill & Associates
Maryland
$351K
PC
748
Port Capital
Illinois
$349K -$8.25K -100 -2%
Lido Advisors
749
Lido Advisors
California
$349K +$7.51K +91 +2%
CC
750
Courier Capital
New York
$348K