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Novartis

1,171 hedge funds and large institutions have $24.4B invested in Novartis in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 412 increasing their positions, 387 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+82
Holders Change %
+7.53%
% of All Funds
23.12%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.45%
New
156
Increased
412
Reduced
387
Closed
55
Calls
$200M
Puts
$129M
Net Calls
+$71M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CBTWT
776
Community Bank & Trust (Waco, Texas)
Texas
$370K +$11.9K +126 +3%
LWM
777
Liberty Wealth Management
California
$369K +$4.73K +50 +1%
AAM
778
Aureus Asset Management
Massachusetts
$369K +$5.59K +59 +2%
DAS
779
Dynamic Advisor Solutions
Arizona
$367K +$2.84K +30 +0.8%
FFA
780
Fragasso Financial Advisors
Pennsylvania
$365K
RHAM
781
Round Hill Asset Management
California
$364K -$758 -8 -0.2%
PCM
782
Pointe Capital Management
Michigan
$363K -$1.42K -15 -0.4%
SFG
783
Summit Financial Group
West Virginia
$362K
BWA
784
BDO Wealth Advisors
Florida
$362K +$19.6K +207 +6%
SAM
785
S.A. Mason
Michigan
$362K +$362K +3,826 New
JCM
786
Jacobi Capital Management
Pennsylvania
$358K
JWCA
787
J.W. Cole Advisors
Florida
$357K +$357K +3,765 New
BFC
788
Blue Fin Capital
Rhode Island
$355K -$7.07K -75 -2%
HPCM
789
High Pointe Capital Management
Illinois
$355K
MMHP
790
Murphy Middleton Hinkle & Parker
Georgia
$352K
MMPW
791
Mitchell McLeod Pugh & Williams
Alabama
$351K
IA
792
IFP Advisors
Florida
$348K -$10.2K -107 -3%
MPCG
793
Matrix Private Capital Group
New York
$347K +$347K +3,661 New
IRC
794
Investors Research Corp
Georgia
$346K
IA
795
IFG Advisory
Georgia
$345K
IPW
796
Inlet Private Wealth
Florida
$343K -$25.2K -266 -7%
CWM
797
Cornerstone Wealth Management
Missouri
$342K +$6.82K +72 +2%
OAM
798
Occidental Asset Management
California
$339K
OIWM
799
OptiFour Integrated Wealth Management
Virginia
$339K
AA
800
Ancora Advisors
Ohio
$338K