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Novartis

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PTB
801
Pioneer Trust Bank
Oregon
$306K -$66K -723 -18%
MC
802
Miles Capital
Iowa
$304K -$61.2K -669 -17%
VWM
803
Venturi Wealth Management
Texas
$302K -$514K -5,629 -63%
PB
804
Pinnacle Bancorp
Nebraska
$302K -$53.8K -589 -15%
LA
805
Lau Associates
Delaware
$302K -$35.1K -384 -10%
NL
806
NWAM LLC
Washington
$296K -$73.4K -803 -20%
FFG
807
Fortem Financial Group
California
$296K +$2.38K +26 +0.8%
WAM
808
Weatherly Asset Management
California
$295K -$49.2K -539 -14%
JC
809
Jacobs & Co
California
$294K -$34.1K -374 -10%
PTC
810
Philadelphia Trust Company
Pennsylvania
$293K -$34K -373 -10%
CIC
811
Crawford Investment Counsel
Georgia
$293K +$29.8K +326 +11%
VCWA
812
Vanguard Capital Wealth Advisors
Colorado
$292K -$33.9K -372 -10%
KCM
813
Kanawha Capital Management
Virginia
$291K -$33.7K -369 -10%
PWPS
814
Pinnacle Wealth Planning Services
Ohio
$291K +$6.67K +73 +2%
NG
815
Northstar Group
New York
$290K -$79.1K -867 -21%
RCC
816
Red Cedar Capital
Nebraska
$287K -$33.3K -364 -10%
DWM
817
Dorchester Wealth Management
Quebec, Canada
$284K +$48K +526 +20%
WTB
818
Washington Trust Bank
Washington
$281K -$32.6K -357 -10%
BAM
819
Bruderman Asset Management
New York
$279K -$143K -1,563 -34%
TFS
820
Thoroughbred Financial Services
Tennessee
$279K -$32.3K -354 -10%
SCM
821
Shelton Capital Management
Colorado
$278K +$248K +2,723 +833%
BJL
822
Brighton Jones LLC
Washington
$277K -$96.5K -1,058 -26%
LIM
823
Leavell Investment Management
Alabama
$275K -$31.9K -350 -10%
5L
824
55I LLC
Massachusetts
$275K -$31.9K -350 -10%
AAS
825
Avantax Advisory Services
Texas
$275K -$18.1K -198 -6%