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Novartis

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
801
Dynamic Advisor Solutions
Arizona
$222K +$222K +3,056 New
GP
802
Girard Partners
Pennsylvania
$221K
SFA
803
Sequoia Financial Advisors
Ohio
$221K +$23.3K +322 +12%
FPCG
804
Fort Pitt Capital Group
Pennsylvania
$221K +$221K +3,046 New
MMPW
805
Mitchell McLeod Pugh & Williams
Alabama
$219K
WB
806
WesBanco Bank
West Virginia
$217K
MHIC
807
Marble Harbor Investment Counsel
Massachusetts
$216K
SSWM
808
Sheets Smith Wealth Management
North Carolina
$214K
RMDI
809
R.M. Davis Inc
Maine
$212K +$8.1K +112 +4%
SHA
810
Seneca House Advisors
Virginia
$211K
RT
811
Rockland Trust
Massachusetts
$211K +$211K +2,911 New
ARMT
812
Amica Retiree Medical Trust
Rhode Island
$210K
BCM
813
Brookstone Capital Management
Illinois
$207K -$13.3K -183 -6%
VST
814
Van Strum & Towne
California
$206K -$13K -179 -6%
TRCT
815
Tower Research Capital (TRC)
New York
$206K +$206K +2,849 New
PFP
816
Pinnacle Financial Partners
Tennessee
$205K -$92.6K -1,278 -31%
BIA
817
Bigelow Investment Advisors
Maine
$205K +$205K +2,823 New
RCAG
818
Rehmann Capital Advisory Group
Michigan
$204K +$726 +10 +0.4%
PCG
819
Private Capital Group
Connecticut
$204K +$204K +2,751 +137,550%
CONA
820
Capital One National Association
New York
$203K -$23.2K -320 -10%
LCM
821
Lucas Capital Management
New Jersey
$203K -$16.2K -223 -7%
SC
822
Sawyer & Company
Massachusetts
$192K +$16.1K +223 +9%
SAM
823
Security Asset Management
New York
$189K
VCM
824
Virtue Capital Management
Tennessee
$185K +$10.1K +146 +6%
FCAG
825
First Capital Advisors Group
New Jersey
$182K -$12.9K -178 -7%