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Novartis

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PAA
751
Peregrine Asset Advisers
Oregon
$267K
PGA
752
Premia Global Advisors
Florida
$266K +$11.1K +153 +4%
PTC
753
Private Trust Company
Ohio
$266K +$38.9K +538 +17%
CG
754
Colony Group
Massachusetts
$265K -$340K -4,686 -56%
MPI
755
Mairs & Power Inc
Minnesota
$263K -$40.5K -558 -13%
HAG
756
HighPoint Advisor Group
Illinois
$262K
CWM
757
Cornerstone Wealth Management
Missouri
$261K +$19.9K +280 +8%
LFAS
758
Level Four Advisory Services
Texas
$259K -$25.3K -349 -9%
CIS
759
Connors Investor Services
Pennsylvania
$259K
SYBT
760
Stock Yards Bank & Trust
Kentucky
$259K +$1.23K +17 +0.5%
BW
761
Bison Wealth
Georgia
$259K +$14.5K +201 +6%
Lido Advisors
762
Lido Advisors
California
$257K -$2.03K -28 -0.8%
NERM
763
New England Research & Management
Illinois
$255K -$24.3K -335 -9%
AB
764
AT Bancorp
Iowa
$254K -$6.32K -87 -2%
RCC
765
Red Cedar Capital
Nebraska
$254K
SCM
766
Shelton Capital Management
Colorado
$251K -$773K -10,666 -75%
BCMO
767
Buckingham Capital Management (Ohio)
Ohio
$251K
KCM
768
Kanawha Capital Management
Virginia
$251K
BOTW
769
Bank of the West
California
$250K +$250K +3,448 New
SMC
770
Smith, Moore & Co
Missouri
$249K
IP
771
Intellectus Partners
California
$246K -$15.5K -206 -6%
CDH
772
Charles D. Hyman
$244K -$10.6K -146 -4%
FA
773
Fortis Advisors
Pennsylvania
$243K
SCP
774
Syntal Capital Partners
Texas
$242K
PPSG
775
Princeton Portfolio Strategies Group
New Jersey
$241K -$16.2K -224 -6%