NVS icon

Novartis

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
801
Cornerstone Wealth Management
Missouri
$292K -$5.6K -68 -2%
FLAM
802
First Light Asset Management
Minnesota
$291K
BJL
803
Brighton Jones LLC
Washington
$288K +$12.2K +148 +4%
HFRG
804
Houlihan Financial Resource Group
Virginia
$287K -$4.13K -50 -1%
DWM
805
Dorchester Wealth Management
Quebec, Canada
$284K +$20.6K +250 +8%
Diamond Hill Capital Management
806
Diamond Hill Capital Management
Ohio
$284K +$36.3K +440 +15%
KM
807
Kalos Management
Georgia
$283K -$16.3K -188 -5%
FLI
808
Family Legacy Inc
South Carolina
$283K -$7.43K -90 -3%
PFSC
809
Peoples Financial Services Corp
Pennsylvania
$283K
CAG
810
Csenge Advisory Group
Florida
$282K +$282K +3,417 New
GDP
811
Great Diamond Partners
Maine
$280K +$70K +849 +33%
TGAM
812
TBH Global Asset Management
Tennessee
$280K +$280K +3,400 New
TCM
813
Traynor Capital Management
Pennsylvania
$278K +$99.5K +1,211 +56%
SIC
814
Shoker Investment Counsel
Ohio
$276K -$16.6K -201 -6%
PTB
815
Pioneer Trust Bank
Oregon
$276K
HW
816
Hancock Whitney
Mississippi
$276K +$91.4K +1,108 +50%
SCA
817
Snowden Capital Advisors
New York
$275K -$2.47K -30 -0.9%
KCM
818
Kanawha Capital Management
Virginia
$274K
TFA
819
Teamwork Financial Advisors
Texas
$274K +$274K +3,325 New
HWMG
820
Hurlow Wealth Management Group
Indiana
$273K -$26.7K -312 -9%
PTC
821
Private Trust Company
Ohio
$272K +$5.84K +71 +2%
EMG
822
Ellington Management Group
Connecticut
$272K +$41.2K +500 +18%
TF
823
Tompkins Financial
New York
$271K -$2.06K -25 -0.8%
AA
824
Ancora Advisors
Ohio
$270K -$24.8K -300 -8%
HBT
825
Hills Bank & Trust
Iowa
$270K -$9.79K -119 -4%