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Novartis

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HC
751
HNP Capital
New York
$348K +$348K +3,947 New
ESB
752
Essex Savings Bank
Connecticut
$347K -$14.5K -176 -4%
GWM
753
GSB Wealth Management
Connecticut
$347K
ST
754
Spinnaker Trust
Maine
$347K +$55.2K +670 +19%
FPFS
755
First Personal Financial Services
North Carolina
$346K
PWP
756
Private Wealth Partners
California
$346K
PCS
757
Personal CFO Solutions
New Jersey
$346K +$90.9K +1,103 +36%
NDSI
758
Newman Dignan & Sheerar Inc
Rhode Island
$345K -$16.2K -189 -4%
RWP
759
RWA Wealth Partners
Massachusetts
$344K -$2.39K -29 -0.7%
CFA
760
Carroll Financial Associates
North Carolina
$343K -$95.1K -1,156 -22%
ACS
761
Archford Capital Strategies
Illinois
$343K +$91.5K +1,109 +36%
CBTWT
762
Community Bank & Trust (Waco, Texas)
Texas
$340K +$18K +219 +6%
FP
763
Financial Perspectives
Minnesota
$335K +$9.23K +112 +3%
SFS
764
Sowell Financial Services
Arkansas
$332K -$33.5K -407 -9%
LFAS
765
Level Four Advisory Services
Texas
$332K +$14.1K +173 +4%
MMPW
766
Mitchell McLeod Pugh & Williams
Alabama
$332K +$26.4K +320 +9%
EWA
767
ERTS Wealth Advisors
Michigan
$330K +$824 +10 +0.3%
HPCM
768
High Pointe Capital Management
Illinois
$329K +$19.8K +240 +6%
AIP
769
Almanack Investment Partners
Pennsylvania
$329K +$97.9K +1,187 +42%
LJAC
770
L.J. Altfest & Co
New York
$329K +$329K +3,991 New
KCM
771
Kendall Capital Management
Maryland
$327K -$3.05K -37 -0.9%
WCF
772
West Coast Financial
California
$326K -$20.6K -250 -6%
EIP
773
Epoch Investment Partners
New York
$321K -$52.3K -634 -14%
WPP
774
Whalerock Point Partners
Rhode Island
$321K -$1.98K -24 -0.6%
GTAM
775
Global Trust Asset Management
Florida
$320K +$295K +3,613 +1,204%