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Novartis

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
826
Barrett Asset Management
New York
$182K
NEAM
827
New England Asset Management
Connecticut
$182K
CFG
828
Citizens Financial Group
Rhode Island
$180K +$2.68K +37 +2%
TFS
829
TrustCore Financial Services
Tennessee
$176K +$3.99K +55 +2%
APP
830
Avantax Planning Partners
Iowa
$172K +$172K +2,418 New
TF
831
Tompkins Financial
New York
$171K +$149K +2,048 +667%
CT
832
Clearstead Trust
Maine
$168K
FPB
833
First PREMIER Bank
South Dakota
$167K -$10.1K -139 -6%
BCP
834
Blackhawk Capital Partners
Wisconsin
$161K -$18.2K -252 -10%
JCM
835
Jacobi Capital Management
Pennsylvania
$161K +$41.3K +579 +34%
CAL
836
Capital Analysts LLC
Pennsylvania
$160K
SBL
837
Sargent Bickham Lagudis
Colorado
$155K -$62.9K -868 -29%
CFG
838
CKW Financial Group
Hawaii
$151K
ACS
839
Archford Capital Strategies
Illinois
$149K +$149K +1,981 New
WAS
840
WESPAC Advisors SoCal
California
$147K
CPIG
841
Chicago Partners Investment Group
Illinois
$143K +$870 +12 +0.6%
HL
842
Harding Loevner
New Jersey
$141K
CFN
843
Cordasco Financial Network
Florida
$137K
PO
844
Private Ocean
California
$137K
MMG
845
Monetary Management Group
Missouri
$133K
DBT
846
Dubuque Bank & Trust
Iowa
$126K -$8.01K -111 -6%
NSIM
847
North Star Investment Management
Illinois
$125K
MRCM
848
M&R Capital Management
New Jersey
$122K +$6.05K +84 +5%
SWM
849
SeaCrest Wealth Management
New York
$119K
HFP
850
Holistic Financial Partners
Indiana
$118K +$5.52K +76 +5%