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Novartis

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
776
B. Riley Wealth Advisors
Florida
$241K +$34.6K +474 +17%
TPWA
777
TRUE Private Wealth Advisors
Oregon
$240K -$25.9K -358 -10%
H
778
HoyleCohen
California
$240K -$17.2K -237 -7%
RE
779
RBC Europe
United Kingdom
$239K
PCM
780
Palisade Capital Management
New Jersey
$238K -$25.5K -352 -10%
BAM
781
Berkshire Asset Management
Pennsylvania
$237K -$127K -1,757 -35%
SCM
782
Schnieders Capital Management
California
$237K +$8.12K +112 +4%
DDPIC
783
Deroy & Devereaux Private Investment Counsel
Michigan
$236K -$8.1K -112 -3%
MFW
784
Meristem Family Wealth
Minnesota
$236K +$236K +3,262 New
HIC
785
Holderness Investments Company
North Carolina
$235K -$28.3K -390 -11%
PCM
786
Pointe Capital Management
Michigan
$234K +$4.06K +56 +2%
RRAM
787
River Road Asset Management
Kentucky
$231K -$14.1K -195 -6%
HCA
788
Heck Capital Advisors
Wisconsin
$230K -$507 -7 -0.2%
FBT
789
First Bankers Trust
Kentucky
$230K -$121K -1,674 -34%
NCM
790
Noesis Capital Mangement
Florida
$230K -$78K -1,075 -25%
PCA
791
Peddock Capital Advisors
Massachusetts
$230K
RA
792
RFG Advisory
Alabama
$230K +$24.3K +335 +12%
ST
793
Spinnaker Trust
Maine
$229K -$7.92K -110 -3%
SMG
794
Smart Money Group
Texas
$229K +$1.45K +20 +0.6%
SAM
795
Seelaus Asset Management
New Jersey
$227K
CIA
796
Choate Investment Advisors
Massachusetts
$225K -$507 -7 -0.2%
LWM
797
Lenox Wealth Management
Ohio
$225K -$689K -9,529 -75%
HSBC Holdings
798
HSBC Holdings
United Kingdom
$223K -$176K -2,426 -44%
GI
799
GAMCO Investors
Connecticut
$222K
EFSCE
800
Enterprise Financial Services Corp (EFSC)
Missouri
$222K +$13.4K +185 +6%