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Novartis

874 hedge funds and large institutions have $17.3B invested in Novartis in 2016 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 335 increasing their positions, 345 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
-52
Holders Change %
-5.62%
% of All Funds
23.33%
Holding in Top 10
21
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-50%
% of All Funds
0.56%
New
62
Increased
335
Reduced
345
Closed
103
Calls
$32.3M
Puts
$32.7M
Net Calls
-$464K
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HPBT
826
High Point Bank & Trust
North Carolina
$28K
GBBWRPM
827
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$27K +$17.7K +278 +189%
GI
828
Gradient Investments
Minnesota
$25K -$5.04K -78 -17%
GWS
829
Glassman Wealth Services
Virginia
$25K
VIA
830
Vantage Investment Advisors
Pennsylvania
$25K +$13.9K +278 +125%
TDC
831
Thompson Davis & Co
Virginia
$24K -$20.9K -318 -46%
LWM
832
LBA Wealth Management
Florida
$22K -$3.56K -56 -14%
KA
833
Klingman & Associates
New York
$20K
DIA
834
Davidson Investment Advisors
Montana
$20K +$12.8K +200 +179%
AF
835
Allworth Financial
California
$19K -$3.12K -49 -14%
MA
836
MCF Advisors
Kentucky
$18K
SIG
837
Stanford Investment Group
California
$18K
NSIM
838
North Star Investment Management
Illinois
$16K
TA
839
Teachers Advisors
New York
$16K
PMFA
840
Plante Moran Financial Advisors
Michigan
$15K -$12.6K -196 -46%
AWM
841
AllSquare Wealth Management
New York
$15K
AWM
842
Avior Wealth Management
Nebraska
$15K +$3.86K +61 +35%
CYG
843
Clean Yield Group
Vermont
$15K +$15K +223 New
CHP
844
Cable Hill Partners
Oregon
$15K +$15K +223 New
AIM
845
Arcadia Investment Management
Michigan
$13K +$1.96K +31 +18%
AC
846
Alexandria Capital
Virginia
$12K
RPG
847
Risk Paradigm Group
Texas
$11.3K -$42.1K -648 -79%
BL
848
Balentine LLC
Georgia
$11K -$4.46K -71 -29%
BWA
849
Burt Wealth Advisors
Maryland
$10K -$1.15K -18 -10%
MCM
850
Manchester Capital Management
Vermont
$10K