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Novartis

1,086 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 341 increasing their positions, 403 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+59
Holders Change %
+5.74%
% of All Funds
24.24%
Holding in Top 10
40
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+81.82%
% of All Funds
0.89%
New
143
Increased
341
Reduced
403
Closed
76
Calls
$108M
Puts
$80.5M
Net Calls
+$27.4M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
801
IHT Wealth Management
Illinois
$273K +$273K +3,556 New
PWPS
802
Pinnacle Wealth Planning Services
Ohio
$271K -$411K -5,353 -60%
WI
803
WrapManager Inc
California
$271K +$271K +3,529 New
ERIM
804
Eagle Ridge Investment Management
Connecticut
$270K -$21.5K -279 -7%
KCM
805
Kanawha Capital Management
Virginia
$270K +$3.69K +48 +1%
JCM
806
Jacobi Capital Management
Pennsylvania
$270K +$61.8K +805 +30%
RCC
807
Red Cedar Capital
Nebraska
$269K
PFP
808
Pinnacle Financial Partners
Tennessee
$266K +$30.1K +392 +13%
AB
809
AT Bancorp
Iowa
$265K +$5.61K +73 +2%
WB
810
WesBanco Bank
West Virginia
$264K -$2.31K -30 -0.9%
BJL
811
Brighton Jones LLC
Washington
$264K -$1.61K -21 -0.6%
SCM
812
Shelton Capital Management
Colorado
$260K
BAM
813
Berkshire Asset Management
Pennsylvania
$259K -$27.6K -360 -10%
LIM
814
Leavell Investment Management
Alabama
$259K -$17.2K -223 -6%
LWM
815
Lenox Wealth Management
Ohio
$259K -$7.39K -96 -3%
BCM
816
BTC Capital Management
Iowa
$259K +$32K +419 +14%
5L
817
55I LLC
Massachusetts
$259K +$259K +3,367 New
BW
818
Bison Wealth
Georgia
$258K -$2.54K -33 -1%
SMC
819
Smith, Moore & Co
Missouri
$257K -$15.8K -206 -6%
FA
820
Fortis Advisors
Pennsylvania
$257K
PCA
821
Peddock Capital Advisors
Massachusetts
$257K +$14.6K +190 +6%
CDH
822
Charles D. Hyman
$256K -$2.61K -34 -1%
CC
823
Chicago Capital
Illinois
$253K -$8.6K -112 -3%
BWAM
824
Boyd Watterson Asset Management
Ohio
$252K +$252K +3,280 New
DDPIC
825
Deroy & Devereaux Private Investment Counsel
Michigan
$251K