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Novartis

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
776
ARS Wealth Advisors
Florida
$318K -$70.6K -857 -18%
RHAM
777
Round Hill Asset Management
California
$317K
AP
778
Adero Partners
California
$317K +$317K +3,844 New
SFG
779
Summit Financial Group
West Virginia
$315K
JWS
780
Juncture Wealth Strategies
Arizona
$313K -$140K -1,700 -31%
AAM
781
Aureus Asset Management
Massachusetts
$312K -$9.33K -113 -3%
RTC
782
Riverview Trust Company
Washington
$310K -$155K -1,882 -33%
MMHP
783
Murphy Middleton Hinkle & Parker
Georgia
$307K
CDH
784
Charles D. Hyman
$307K +$22.7K +275 +8%
SAM
785
S.A. Mason
Michigan
$305K -$10.9K -132 -3%
OAM
786
Occidental Asset Management
California
$305K +$9.74K +118 +3%
LI
787
Leap Investments
Illinois
$305K +$305K +3,700 New
BAM
788
Belpointe Asset Management
Nevada
$302K -$33.4K -406 -10%
VWA
789
V Wealth Advisors
Kansas
$302K +$94.8K +1,150 +46%
IRC
790
Investors Research Corp
Georgia
$301K
IA
791
IFG Advisory
Georgia
$298K -$1.48K -18 -0.5%
9WM
792
9258 Wealth Management
Ohio
$298K +$6.64K +74 +2%
NFG
793
Next Financial Group
Texas
$297K +$19.7K +239 +7%
LW
794
Linscomb Wealth
Texas
$297K +$74.5K +905 +33%
PB
795
Pinnacle Bancorp
Nebraska
$296K +$27.8K +338 +10%
IPW
796
Inlet Private Wealth
Florida
$295K -$4.13K -50 -1%
DAS
797
Dynamic Advisor Solutions
Arizona
$294K -$25.4K -309 -8%
PCM
798
Pointe Capital Management
Michigan
$294K -$21.9K -266 -7%
BFC
799
Blue Fin Capital
Rhode Island
$293K -$17.2K -209 -6%
TCB
800
Texas Capital Bancshares
Texas
$293K