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Novartis

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
826
Fortis Advisors
Pennsylvania
$274K -$31.8K -348 -10%
DMK
827
David M. Knott
$274K -$31.8K -348 -10%
PCA
828
Peddock Capital Advisors
Massachusetts
$274K -$31.8K -348 -10%
PFP
829
Pinnacle Financial Partners
Tennessee
$273K -$11.6K -127 -4%
WP
830
WMS Partners
Maryland
$271K +$271K +2,965 New
PFM
831
Parsec Financial Management
North Carolina
$269K -$91.2K -1,000 -25%
BW
832
Bison Wealth
Georgia
$267K -$39.1K -429 -13%
DDPIC
833
Deroy & Devereaux Private Investment Counsel
Michigan
$267K -$30.9K -339 -10%
FPCG
834
Fort Pitt Capital Group
Pennsylvania
$267K -$548 -6 -0.2%
WP
835
WealthSource Partners
California
$267K +$267K +2,929 New
SFWA
836
Summit Financial Wealth Advisors
Louisiana
$265K -$67.9K -744 -20%
CC
837
Chicago Capital
Illinois
$265K -$35.8K -392 -12%
MPI
838
Mairs & Power Inc
Minnesota
$265K -$30.7K -336 -10%
HCA
839
Heck Capital Advisors
Wisconsin
$261K -$18.9K -207 -7%
ACA
840
Aptus Capital Advisors
Alabama
$261K -$191K -2,095 -42%
VAG
841
VisionPoint Advisory Group
Texas
$261K -$3.84K -42 -1%
TPWA
842
TRUE Private Wealth Advisors
Oregon
$260K -$31.9K -349 -11%
SAM
843
Seelaus Asset Management
New Jersey
$258K -$29.9K -328 -10%
SSWM
844
Sheets Smith Wealth Management
North Carolina
$257K -$29.8K -326 -10%
SFSIG
845
San Francisco Sentry Investment Group
California
$257K +$32.5K +355 +14%
LPT
846
Legacy Private Trust
Wisconsin
$256K +$256K +2,800 New
AIP
847
Almanack Investment Partners
Pennsylvania
$256K -$34.4K -377 -12%
Cetera Investment Advisers
848
Cetera Investment Advisers
Illinois
$253K +$17K +186 +7%
SMG
849
Smart Money Group
Texas
$252K -$51.9K -568 -17%
OPA
850
Old Port Advisors
Maine
$252K -$17.2K -186 -6%