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Novartis

1,086 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 341 increasing their positions, 403 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+59
Holders Change %
+5.74%
% of All Funds
24.24%
Holding in Top 10
40
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+81.82%
% of All Funds
0.89%
New
143
Increased
341
Reduced
403
Closed
76
Calls
$108M
Puts
$80.5M
Net Calls
+$27.4M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
SMG
826
Smart Money Group
Texas
$251K
SRSA
827
S.R. Schill & Associates
Washington
$250K +$250K +3,252 New
MPI
828
Mairs & Power Inc
Minnesota
$249K -$25.8K -335 -9%
BCA
829
Bay Colony Advisors
Massachusetts
$247K +$247K +3,215 New
CBFP
830
Cedar Brook Financial Partners
Ohio
$246K +$246K +3,201 New
FPS
831
Fieldpoint Private Securities
Connecticut
$245K -$21.5K -279 -8%
KWA
832
KCS Wealth Advisory
California
$245K -$6.93K -90 -3%
IB
833
Intrust Bank
Kansas
$244K -$5K -65 -2%
AIP
834
Almanack Investment Partners
Pennsylvania
$244K
ECM
835
ExodusPoint Capital Management
New York
$243K +$243K +3,156 New
SAM
836
Seelaus Asset Management
New Jersey
$242K
MMPW
837
Mitchell McLeod Pugh & Williams
Alabama
$242K +$9.44K +123 +4%
CL
838
CPWM LLC
Washington
$238K -$64K -831 -21%
PCG
839
Private Capital Group
Connecticut
$237K +$19.6K +255 +9%
NERM
840
New England Research & Management
Illinois
$234K -$4.22K -55 -2%
AAS
841
Avantax Advisory Services
Texas
$233K +$233K +3,038 New
AWM
842
AE Wealth Management
Kansas
$231K -$224K -2,903 -49%
MYIA
843
Mount Yale Investment Advisors
Colorado
$231K -$68.2K -863 -23%
TF
844
Tompkins Financial
New York
$230K
CGL
845
Clarius Group LLC
Washington
$229K +$229K +2,980 New
LNC
846
Lincoln National Corp
Pennsylvania
$228K +$8.13K +106 +4%
RFA
847
Reilly Financial Advisors
California
$227K -$18.6K -242 -8%
SSWM
848
Sheets Smith Wealth Management
North Carolina
$227K
HCA
849
Heck Capital Advisors
Wisconsin
$227K -$4.46K -58 -2%
OPA
850
Old Port Advisors
Maine
$226K +$226K +2,859 New