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Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
801
Allred Capital Management
Texas
$287K -$65.9K -767 -19%
BCP
802
Berkeley Capital Partners
Georgia
$287K -$10.8K -124 -4%
LA
803
Lau Associates
Delaware
$287K
TSW
804
Thompson Siegel & Walmsley
Virginia
$285K -$9.54K -110 -3%
WI
805
Wintrust Investments
Illinois
$282K -$32.4K -372 -10%
BAM
806
Bruderman Asset Management
New York
$282K +$11.8K +134 +4%
AAS
807
Avantax Advisory Services
Texas
$282K +$20.1K +231 +8%
NFG
808
Next Financial Group
Texas
$280K -$43.2K -497 -13%
JC
809
Jacobs & Co
California
$280K
PTC
810
Private Trust Company
Ohio
$279K -$24.3K -280 -8%
PTC
811
Philadelphia Trust Company
Pennsylvania
$279K
BA
812
Boston Advisors
Massachusetts
$278K -$479K -5,507 -63%
VCWA
813
Vanguard Capital Wealth Advisors
Colorado
$278K
ITIM
814
Indiana Trust & Investment Management
Indiana
$277K -$28.5K -328 -9%
KCM
815
Kanawha Capital Management
Virginia
$277K
NG
816
Northstar Group
New York
$276K
PHIMC
817
Private Harbour Investment Management & Counsel
Ohio
$274K -$26.1K -300 -9%
RCC
818
Red Cedar Capital
Nebraska
$273K
LIM
819
Leavell Investment Management
Alabama
$272K +$10.3K +119 +4%
DWM
820
Dorchester Wealth Management
Quebec, Canada
$271K
SMG
821
Smart Money Group
Texas
$271K +$31.3K +360 +13%
FA
822
Fortis Advisors
Pennsylvania
$270K +$9.55K +110 +4%
PFP
823
Pinnacle Financial Partners
Tennessee
$270K +$10.7K +123 +4%
CIC
824
Crawford Investment Counsel
Georgia
$269K -$9.92K -114 -4%
GT
825
Glenview Trust
Kentucky
$269K +$269K +3,090 New