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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 %
AA
776
Ancora Advisors
Ohio
$311K -$3.57K -41 -1%
OAM
777
Occidental Asset Management
California
$311K
SIC
778
Shoker Investment Counsel
Ohio
$310K
CWM
779
Cornerstone Wealth Management
Missouri
$308K -$13.5K -155 -4%
FLAM
780
First Light Asset Management
Minnesota
$307K
FLI
781
Family Legacy Inc
South Carolina
$306K
HBT
782
Hills Bank & Trust
Iowa
$304K -$7.3K -84 -2%
AAM
783
Autus Asset Management
Arizona
$302K +$8.08K +93 +3%
LI
784
Leap Investments
Illinois
$302K +$302K +3,478 New
HWMG
785
Hurlow Wealth Management Group
Indiana
$301K
CDH
786
Charles D. Hyman
$300K
HSA
787
HBK Sorce Advisory
Pennsylvania
$300K +$65.8K +758 +28%
KM
788
Kalos Management
Georgia
$300K +$300K +3,461 New
PFSC
789
Peoples Financial Services Corp
Pennsylvania
$298K -$4.35K -50 -1%
FPS
790
Fieldpoint Private Securities
Connecticut
$297K
NP
791
NorthRock Partners
Minnesota
$297K +$297K +3,414 New
AWM
792
Altium Wealth Management
New York
$296K -$6.51K -75 -2%
MWPCG
793
Measured Wealth Private Client Group
New Hampshire
$295K -$264K -3,040 -47%
MYIA
794
Mount Yale Investment Advisors
Colorado
$295K +$295K +3,300 New
SCA
795
Snowden Capital Advisors
New York
$292K -$28.2K -324 -9%
Lido Advisors
796
Lido Advisors
California
$292K -$15.7K -181 -5%
PTB
797
Pioneer Trust Bank
Oregon
$291K
PB
798
Pinnacle Bancorp
Nebraska
$291K +$3.82K +44 +1%
OCG
799
Opus Capital Group
Ohio
$290K -$194K -2,240 -40%
MC
800
Miles Capital
Iowa
$290K +$870 +10 +0.3%