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Novartis

908 hedge funds and large institutions have $19.9B invested in Novartis in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 342 increasing their positions, 334 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+5
Holders Change %
+0.55%
% of All Funds
22.64%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
76
Increased
342
Reduced
334
Closed
61
Calls
$30.9M
Puts
$68.2M
Net Calls
-$37.3M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CPP
776
Crow Point Partners
Massachusetts
$132K +$75.4K +1,128 +133%
CFN
777
Cordasco Financial Network
Florida
$126K
CAG
778
Crestwood Advisors Group
Massachusetts
$123K -$390K -5,581 -76%
MMG
779
Monetary Management Group
Missouri
$122K
SQA
780
Simon Quick Advisors
New Jersey
$119K +$119K +1,781 New
NSIM
781
North Star Investment Management
Illinois
$113K +$37.8K +570 +50%
KKAMG
782
Kernodle & Katon Asset Management Group
Arkansas
$111K +$3.68K +55 +3%
MRCM
783
M&R Capital Management
New Jersey
$110K
ACS
784
Archford Capital Strategies
Illinois
$110K +$46.1K +693 +72%
TWA
785
TCI Wealth Advisors
Arizona
$103K +$17.1K +256 +20%
HR
786
Howe & Rusling
New York
$100K +$65.8K +985 +192%
CCM
787
Cribstone Capital Management
Maine
$96K +$41.9K +633 +77%
WEC
788
Winslow Evans & Crocker
Massachusetts
$89.3K
Group One Trading
789
Group One Trading
Illinois
$89K -$114K -1,713 -56%
PO
790
Private Ocean
California
$89K
EWM
791
Endurance Wealth Management
Rhode Island
$88K
PAM
792
Panagora Asset Management
Massachusetts
$87K
CHC
793
City Holding Co
West Virginia
$86K
EDRH
794
Edmond de Rothschild Holding
Switzerland
$86K +$26.7K +402 +45%
CPIG
795
Chicago Partners Investment Group
Illinois
$83K -$66.4K -992 -44%
WC
796
Whitnell & Co
Illinois
$81K -$10K -151 -11%
BWM
797
Baystate Wealth Management
Massachusetts
$81K +$40.9K +620 +102%
AOWM
798
Alpha Omega Wealth Management
Virginia
$78K
HFM
799
Hartford Financial Management
Connecticut
$77K +$70.4K +1,072 +1,072%
AIP
800
Ameritas Investment Partners
Nebraska
$76K