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Novartis

1,005 hedge funds and large institutions have $21.1B invested in Novartis in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 344 increasing their positions, 334 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+69
Holders Change %
+7.37%
% of All Funds
22.83%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.55%
New
137
Increased
344
Reduced
334
Closed
63
Calls
$61.9M
Puts
$42.2M
Net Calls
+$19.7M
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
RA
801
RFG Advisory
Alabama
$219K -$5.48K -71 -2%
SHA
802
Seneca House Advisors
Virginia
$219K +$219K +2,907 New
SSA
803
South Street Advisors
New York
$218K
ARMT
804
Amica Retiree Medical Trust
Rhode Island
$218K
EFSCE
805
Enterprise Financial Services Corp (EFSC)
Missouri
$217K
BRWA
806
B. Riley Wealth Advisors
Florida
$215K +$215K +2,830 New
DY
807
Dowling & Yahnke
California
$213K
RMDI
808
R.M. Davis Inc
Maine
$212K
VWM
809
Venturi Wealth Management
Texas
$211K +$13.8K +183 +7%
RCAG
810
Rehmann Capital Advisory Group
Michigan
$211K +$211K +2,801 New
Koshinski Asset Management
811
Koshinski Asset Management
Illinois
$210K +$210K +2,798 New
LW
812
Linscomb Wealth
Texas
$208K -$6.09K -81 -3%
CMBA
813
C.M. Bidwell & Associates
Hawaii
$207K
N
814
Natixis
France
$205K -$14.1K -187 -6%
FMW
815
Farr Miller & Washington
District of Columbia
$205K
SFA
816
Sequoia Financial Advisors
Ohio
$205K +$6.84K +91 +3%
BB
817
Busey Bank
Illinois
$204K +$204K +2,711 New
FCAG
818
First Capital Advisors Group
New Jersey
$202K +$202K +2,688 New
TWM
819
Titus Wealth Management
California
$201K +$201K +2,445 New
PCAP
820
Pratt Collard Advisory Partners
New York
$201K +$201K +2,675 New
AssetMark Inc
821
AssetMark Inc
California
$197K +$28.9K +384 +17%
SAM
822
Security Asset Management
New York
$196K +$10.3K +137 +6%
NEAM
823
New England Asset Management
Connecticut
$189K
BAM
824
Barrett Asset Management
New York
$189K
VCM
825
Virtue Capital Management
Tennessee
$189K +$189K +2,518 New