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Novartis

877 hedge funds and large institutions have $19.5B invested in Novartis in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 341 increasing their positions, 311 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
23.44%
Holding in Top 10
37
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+76.19%
% of All Funds
0.99%
New
69
Increased
341
Reduced
311
Closed
56
Calls
$62.8M
Puts
$60.5M
Net Calls
+$2.28M
Net Calls Change
+$2.74M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
826
LBA Wealth Management
Florida
$30K +$4.18K +56 +16%
VIA
827
Vantage Investment Advisors
Pennsylvania
$29K -$8.16K -110 -22%
GWS
828
Glassman Wealth Services
Virginia
$29K
TFO
829
Tarbox Family Office
California
$28K -$114K -1,562 -80%
DIA
830
Davidson Investment Advisors
Montana
$28K +$6.27K +90 +29%
TDC
831
Thompson Davis & Co
Virginia
$25K -$1.99K -27 -7%
CFA
832
Camarda Financial Advisors
Florida
$25K +$13.6K +188 +120%
AIM
833
Acrospire Investment Management
Illinois
$25K +$25K +335 New
RFWA
834
RPg Family Wealth Advisory
Massachusetts
$24K +$24K +325 New
AF
835
Allworth Financial
California
$24K +$2.13K +29 +10%
AIM
836
Advantage Investment Management
Iowa
$23K -$26.7K -357 -54%
KIG
837
Kessler Investment Group
Indiana
$23K -$10.8K -145 -32%
SIG
838
Stanford Investment Group
California
$21K
NSIM
839
North Star Investment Management
Illinois
$19K
CBT
840
Central Bank & Trust
Kentucky
$18K -$41.3K -551 -70%
TA
841
Teachers Advisors
New York
$18K
GI
842
Gradient Investments
Minnesota
$17K -$12.5K -164 -42%
CYG
843
Clean Yield Group
Vermont
$17K
GBBWRPM
844
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K -$14.8K -211 -50%
AIM
845
Arcadia Investment Management
Michigan
$15K
TIM
846
Tortoise Investment Management
New York
$14K +$6.82K +95 +95%
ACS
847
Archford Capital Strategies
Illinois
$14K +$14K +181 New
AC
848
Alexandria Capital
Virginia
$13K
BL
849
Balentine LLC
Georgia
$13K
RPG
850
Risk Paradigm Group
Texas
$12.9K