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Novartis

1,005 hedge funds and large institutions have $21.1B invested in Novartis in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 344 increasing their positions, 334 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+69
Holders Change %
+7.37%
% of All Funds
22.83%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.55%
New
137
Increased
344
Reduced
334
Closed
63
Calls
$61.9M
Puts
$42.2M
Net Calls
+$19.7M
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
BCP
826
Blackhawk Capital Partners
Wisconsin
$186K +$186K +2,478 New
FPB
827
First PREMIER Bank
South Dakota
$184K -$19.7K -262 -10%
CFG
828
Citizens Financial Group
Rhode Island
$184K -$9.93K -132 -5%
SC
829
Sawyer & Company
Massachusetts
$183K +$183K +2,431 New
TFS
830
TrustCore Financial Services
Tennessee
$178K +$178K +2,373 New
CT
831
Clearstead Trust
Maine
$174K -$735K -9,781 -81%
CAL
832
Capital Analysts LLC
Pennsylvania
$166K
CFG
833
CKW Financial Group
Hawaii
$160K
WAS
834
WESPAC Advisors SoCal
California
$153K
FBT
835
First Bank & Trust
South Dakota
$150K -$243K -3,227 -62%
CPIG
836
Chicago Partners Investment Group
Illinois
$148K +$377 +5 +0.3%
HL
837
Harding Loevner
New Jersey
$147K
CFN
838
Cordasco Financial Network
Florida
$143K
PO
839
Private Ocean
California
$143K +$42.1K +558 +42%
DBT
840
Dubuque Bank & Trust
Iowa
$139K -$69.3K -926 -33%
MMG
841
Monetary Management Group
Missouri
$138K
AFNAS
842
American Financial Network Advisory Services
California
$130K -$84.7K -1,125 -39%
JCM
843
Jacobi Capital Management
Pennsylvania
$130K
WAP
844
Wealthcare Advisory Partners
Pennsylvania
$130K +$26.4K +352 +26%
NSIM
845
North Star Investment Management
Illinois
$129K
HR
846
Howe & Rusling
New York
$129K +$4.9K +65 +4%
SNT
847
Security National Trust
West Virginia
$126K -$42K -558 -25%
SWM
848
SeaCrest Wealth Management
New York
$124K +$124K +1,645 New
AIP
849
Ameritas Investment Partners
Nebraska
$121K
MRCM
850
M&R Capital Management
New Jersey
$121K