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Novartis

876 hedge funds and large institutions have $18.7B invested in Novartis in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 322 increasing their positions, 339 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
876
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
23.41%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.75%
New
53
Increased
322
Reduced
339
Closed
43
Calls
$50M
Puts
$45M
Net Calls
+$5M
Net Calls Change
+$2.72M
Name Holding Trade Value Shares
Change
Shares
Change %
Sanders Capital
751
Sanders Capital
Florida
$150K -$134K -1,898 -47%
MFW
752
Mosaic Family Wealth
Missouri
$149K +$15K +212 +11%
WRM
753
Westport Resources Management
Connecticut
$147K -$523K -7,395 -78%
KT
754
Kanaly Trust
Texas
$137K -$86.6K -1,224 -39%
HR
755
Howe & Rusling
New York
$137K -$12.9K -183 -9%
CFG
756
CKW Financial Group
Hawaii
$126K
WA
757
WFG Advisors
Texas
$120K -$8.28K -117 -6%
PWM
758
Perigon Wealth Management
California
$120K +$38.9K +550 +48%
MRCM
759
M&R Capital Management
New Jersey
$117K
FA
760
Friess Associates
Delaware
$111K
WC
761
Whitnell & Co
Illinois
$111K
TWA
762
TCI Wealth Advisors
Arizona
$109K
ZB
763
Zions Bancorporation
Utah
$105K +$10.4K +151 +11%
WEC
764
Winslow Evans & Crocker
Massachusetts
$102K
FWM
765
Focused Wealth Management
New York
$99K -$7.94K -112 -7%
PO
766
Private Ocean
California
$95K
IIC
767
Integrated Investment Consultants
Michigan
$94K -$822 -12 -0.9%
JSAM
768
J. Safra Asset Management
New York
$94K
EWM
769
Endurance Wealth Management
Rhode Island
$92K
PAM
770
Panagora Asset Management
Massachusetts
$92K
CIS
771
Capital International Sarl
California
$92K
CHC
772
City Holding Co
West Virginia
$92K +$2.48K +35 +3%
PFBT
773
Parkside Financial Bank & Trust
Missouri
$89K -$3.6K -51 -4%
PRS
774
Pinkerton Retirement Specialists
Idaho
$86K -$157K -2,224 -65%
AIP
775
Ameritas Investment Partners
Nebraska
$81K -$949K -13,503 -92%