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Novartis

986 hedge funds and large institutions have $19.3B invested in Novartis in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 343 increasing their positions, 397 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-25
Holders Change %
-2.47%
% of All Funds
22.6%
Holding in Top 10
13
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-45.83%
% of All Funds
0.3%
New
65
Increased
343
Reduced
397
Closed
82
Calls
$96.7M
Puts
$26.8M
Net Calls
+$69.9M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SIAS
826
Shine Investment Advisory Services
Colorado
$103K +$33.4K +491 +48%
MMG
827
Monetary Management Group
Missouri
$101K -$22.6K -335 -18%
TWA
828
TCI Wealth Advisors
Arizona
$99K
CHC
829
City Holding Co
West Virginia
$96K
GCM
830
Gables Capital Management
Florida
$95K
WPW
831
Winthrop Partners - WNY
New York
$93.2K
AAP
832
Arax Advisory Partners
Colorado
$93K -$1.76K -26 -2%
SMFS
833
Squar Milner Financial Services
California
$93K +$93K +1,370 New
PO
834
Private Ocean
California
$91K -$37.9K -558 -29%
WC
835
Whitnell & Co
Illinois
$90K
PAM
836
Panagora Asset Management
Massachusetts
$88K
EDRH
837
Edmond de Rothschild Holding
Switzerland
$88K
KC
838
KHP Capital
Oklahoma
$87K
SNT
839
Security National Trust
West Virginia
$87K
BCA
840
Bay Colony Advisors
Massachusetts
$87K +$87K +1,281 New
LIA
841
LS Investment Advisors
Michigan
$86K
HR
842
Howe & Rusling
New York
$85K -$16.9K -251 -17%
IFAM
843
Institutional & Family Asset Management
Colorado
$82K +$3.8K +56 +5%
CCM
844
Cribstone Capital Management
Maine
$81K -$23.1K -341 -22%
OIA
845
OneDigital Investment Advisors
Kansas
$80K -$9.11K -134 -10%
HFM
846
Hartford Financial Management
Connecticut
$80K
SBL
847
Sargent Bickham Lagudis
Colorado
$76K -$69.3K -1,021 -48%
RBC
848
Roble Belko & Company
Pennsylvania
$76K -$29.2K -430 -28%
AOWM
849
Alpha Omega Wealth Management
Virginia
$76K
THWM
850
Taylor Hoffman Wealth Management
Virginia
$76K