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Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
751
Inlet Private Wealth
Florida
$338K -$148K -1,700 -30%
WPP
752
Whalerock Point Partners
Rhode Island
$338K
DAS
753
Dynamic Advisor Solutions
Arizona
$335K -$296K -3,404 -47%
PCM
754
Pointe Capital Management
Michigan
$335K -$2.44K -28 -0.7%
FFA
755
Fragasso Financial Advisors
Pennsylvania
$335K
RHAM
756
Round Hill Asset Management
California
$335K
LWM
757
Liberty Wealth Management
California
$334K -$18.8K -216 -5%
AAM
758
Aureus Asset Management
Massachusetts
$333K -$26.1K -300 -7%
BFC
759
Blue Fin Capital
Rhode Island
$333K -$4.51K -52 -1%
SFG
760
Summit Financial Group
West Virginia
$332K -$52.1K -600 -14%
CBTWT
761
Community Bank & Trust (Waco, Texas)
Texas
$329K +$783 +9 +0.2%
JCM
762
Jacobi Capital Management
Pennsylvania
$328K +$8.86K +102 +3%
IA
763
IFP Advisors
Florida
$327K +$327K +3,766 New
HPCM
764
High Pointe Capital Management
Illinois
$326K
PCG
765
Private Capital Group
Connecticut
$326K +$152K +1,752 +88%
MMHP
766
Murphy Middleton Hinkle & Parker
Georgia
$323K
MMPW
767
Mitchell McLeod Pugh & Williams
Alabama
$322K
IRC
768
Investors Research Corp
Georgia
$317K
IA
769
IFG Advisory
Georgia
$316K -$94.3K -1,087 -23%
IWP
770
Icon Wealth Partners
Texas
$316K -$21.9K -252 -6%
LFAS
771
Level Four Advisory Services
Texas
$315K -$9.91K -114 -3%
BWA
772
BDO Wealth Advisors
Florida
$314K -$16.9K -195 -5%
PWMAG
773
Pinnacle Wealth Management Advisory Group
New Jersey
$313K
TCB
774
Texas Capital Bancshares
Texas
$312K -$109K -1,258 -26%
OIWM
775
OptiFour Integrated Wealth Management
Virginia
$311K -$15.6K -180 -5%