NVS icon

Novartis

1,086 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 341 increasing their positions, 403 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+59
Holders Change %
+5.74%
% of All Funds
24.24%
Holding in Top 10
40
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+81.82%
% of All Funds
0.89%
New
143
Increased
341
Reduced
403
Closed
76
Calls
$108M
Puts
$80.5M
Net Calls
+$27.4M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
MMHP
751
Murphy Middleton Hinkle & Parker
Georgia
$319K
LFAS
752
Level Four Advisory Services
Texas
$317K +$75.1K +976 +31%
ESB
753
Essex Savings Bank
Connecticut
$317K +$317K +4,119 New
HWMG
754
Hurlow Wealth Management Group
Indiana
$314K +$314K +4,095 New
IRC
755
Investors Research Corp
Georgia
$313K
NG
756
Northstar Group
New York
$311K -$8.53K -111 -3%
Koshinski Asset Management
757
Koshinski Asset Management
Illinois
$307K -$113K -1,470 -27%
FLAM
758
First Light Asset Management
Minnesota
$307K
OAM
759
Occidental Asset Management
California
$307K +$4.23K +55 +1%
SS
760
Simplicity Solutions
Minnesota
$306K -$347K -4,501 -53%
CWM
761
Centric Wealth Management
Illinois
$305K +$305K +3,967 New
HFP
762
Holistic Financial Partners
Indiana
$304K +$4.38K +57 +1%
MC
763
Miles Capital
Iowa
$303K +$23.8K +309 +9%
PA
764
Parallel Advisors
California
$303K +$57.3K +747 +23%
FLI
765
Family Legacy Inc
South Carolina
$302K -$8.61K -112 -3%
PAS
766
Park Avenue Securities
New York
$302K +$52.2K +664 +21%
PCP
767
Proficio Capital Partners
Massachusetts
$301K +$11.1K +144 +4%
PB
768
Pinnacle Bancorp
Nebraska
$299K +$299K +3,894 New
SCA
769
Snowden Capital Advisors
New York
$298K +$70.2K +913 +31%
JC
770
Jacobs & Co
California
$298K
PFSC
771
Peoples Financial Services Corp
Pennsylvania
$298K
WAM
772
Weatherly Asset Management
California
$297K +$17.2K +224 +6%
VFA
773
Valeo Financial Advisors
Indiana
$295K +$19.7K +256 +7%
TU
774
TDAM USA
Ontario, Canada
$294K -$83.5K -1,086 -22%
Lido Advisors
775
Lido Advisors
California
$292K +$3.53K +46 +1%