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Novartis

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
751
Carmichael Hill & Associates
Maryland
$366K -$42.5K -465 -10%
ZB
752
Zions Bancorporation
Utah
$365K -$67.5K -739 -16%
IAA
753
Independent Advisor Alliance
North Carolina
$364K +$821 +9 +0.2%
RIA
754
Realta Investment Advisors
Delaware
$361K -$68.4K -750 -16%
QT
755
Quantamental Technologies
New York
$356K +$356K +3,902 New
WPP
756
Whalerock Point Partners
Rhode Island
$355K -$41.2K -451 -10%
BFC
757
Blue Fin Capital
Rhode Island
$355K -$41.1K -451 -10%
IWP
758
Icon Wealth Partners
Texas
$355K +$38.9K +426 +12%
PCM
759
Pointe Capital Management
Michigan
$354K -$54.2K -594 -13%
RHAM
760
Round Hill Asset Management
California
$352K -$40.9K -447 -10%
FFA
761
Fragasso Financial Advisors
Pennsylvania
$352K +$352K +3,850 New
BWA
762
BDO Wealth Advisors
Florida
$348K +$45.5K +498 +15%
WCF
763
West Coast Financial
California
$346K -$70.7K -774 -17%
CBTWT
764
Community Bank & Trust (Waco, Texas)
Texas
$345K -$40.1K -438 -10%
OIWM
765
OptiFour Integrated Wealth Management
Virginia
$343K +$343K +3,758 New
HPCM
766
High Pointe Capital Management
Illinois
$342K -$208K -2,276 -38%
LFAS
767
Level Four Advisory Services
Texas
$341K -$19.1K -209 -5%
OIA
768
OneDigital Investment Advisors
Kansas
$341K +$224K +2,453 +191%
ST
769
Spinnaker Trust
Maine
$340K -$60.4K -664 -15%
MMHP
770
Murphy Middleton Hinkle & Parker
Georgia
$339K -$39.3K -431 -10%
NFG
771
Next Financial Group
Texas
$339K +$63.4K +695 +23%
MMPW
772
Mitchell McLeod Pugh & Williams
Alabama
$338K -$64.8K -710 -16%
SWP
773
Strategic Wealth Partners
Ohio
$337K -$117K -1,289 -26%
SCA
774
Snowden Capital Advisors
New York
$337K -$40.1K -439 -11%
CWM
775
Cornerstone Wealth Management
Missouri
$336K -$63.7K -701 -16%