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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 %
JCM
776
Jacobi Capital Management
Pennsylvania
$336K -$5.03K -55 -1%
IRC
777
Investors Research Corp
Georgia
$334K -$38.8K -424 -10%
Balyasny Asset Management
778
Balyasny Asset Management
Illinois
$334K +$334K +3,661 New
WI
779
Wintrust Investments
Illinois
$330K -$314K -3,439 -49%
AA
780
Ancora Advisors
Ohio
$330K -$152K -1,667 -32%
PWMAG
781
Pinnacle Wealth Management Advisory Group
New Jersey
$329K -$38.2K -418 -10%
KLI
782
Kelman-Lazarov Inc
Tennessee
$327K -$216K -2,362 -40%
OAM
783
Occidental Asset Management
California
$327K -$37.9K -415 -10%
HBT
784
Hills Bank & Trust
Iowa
$327K -$33.4K -366 -9%
SIC
785
Shoker Investment Counsel
Ohio
$326K -$89K -976 -21%
FLAM
786
First Light Asset Management
Minnesota
$323K -$37.5K -410 -10%
Lido Advisors
787
Lido Advisors
California
$323K -$2.37K -26 -0.7%
ITIM
788
Indiana Trust & Investment Management
Indiana
$321K -$89.7K -982 -22%
FLI
789
Family Legacy Inc
South Carolina
$321K -$37.2K -408 -10%
IWM
790
IHT Wealth Management
Illinois
$321K -$24.7K -270 -7%
PTC
791
Private Trust Company
Ohio
$319K -$7.21K -79 -2%
AWM
792
Altium Wealth Management
New York
$318K -$99.6K -1,092 -24%
HWMG
793
Hurlow Wealth Management Group
Indiana
$318K -$36.9K -406 -10%
PFSC
794
Peoples Financial Services Corp
Pennsylvania
$317K -$36.8K -403 -10%
PHIMC
795
Private Harbour Investment Management & Counsel
Ohio
$315K -$156K -1,712 -33%
CDH
796
Charles D. Hyman
$315K +$10.9K +119 +4%
BCP
797
Berkeley Capital Partners
Georgia
$313K -$38.9K -426 -11%
FPS
798
Fieldpoint Private Securities
Connecticut
$312K +$21.8K +239 +8%
TSW
799
Thompson Siegel & Walmsley
Virginia
$310K -$43.6K -478 -12%
AAM
800
Autus Asset Management
Arizona
$309K -$35K -383 -10%