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Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
826
Private Wealth Partners
California
$267K -$130K -1,500 -33%
PCS
827
Personal CFO Solutions
New Jersey
$266K +$266K +3,066 New
SCM
828
Shelton Capital Management
Colorado
$265K
TFS
829
Thoroughbred Financial Services
Tennessee
$265K
BJL
830
Brighton Jones LLC
Washington
$262K -$1.65K -19 -0.6%
5L
831
55I LLC
Massachusetts
$262K
HIIFS
832
Harel Insurance Investments & Financial Services
Israel
$261K -$431K -4,950 -62%
Mackenzie Financial
833
Mackenzie Financial
Ontario, Canada
$261K +$261K +3,000 New
PCA
834
Peddock Capital Advisors
Massachusetts
$260K
AC
835
Avestar Capital
New York
$260K +$239K +2,755 +1,167%
HCA
836
Heck Capital Advisors
Wisconsin
$259K +$10.1K +116 +4%
WP
837
WMS Partners
Maryland
$258K
WAAG
838
Wealth Alliance Advisory Group
Kansas
$257K +$35.8K +413 +16%
BCM
839
BTC Capital Management
Iowa
$255K -$191K -2,190 -43%
MFW
840
Mosaic Family Wealth
Missouri
$254K +$14.3K +165 +6%
FB
841
Fulton Bank
Pennsylvania
$254K +$54.3K +623 +27%
PWLP
842
Prio Wealth Limited Partnership
Massachusetts
$253K +$253K +2,914 New
VWM
843
Venturi Wealth Management
Texas
$252K -$36K -413 -12%
CC
844
Chicago Capital
Illinois
$252K
MPI
845
Mairs & Power Inc
Minnesota
$252K
SFWA
846
Summit Financial Wealth Advisors
Louisiana
$252K
DDPIC
847
Deroy & Devereaux Private Investment Counsel
Michigan
$250K -$4.35K -50 -2%
RT
848
Rockland Trust
Massachusetts
$249K +$17K +200 +7%
BW
849
Bison Wealth
Georgia
$248K -$6.07K -70 -2%
ACA
850
Aptus Capital Advisors
Alabama
$246K -$2.08K -24 -0.8%