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Novartis

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
826
Symphony Financial
Texas
$270K +$270K +3,302 New
Prudential Financial
827
Prudential Financial
New Jersey
$269K +$56.9K +691 +27%
ACM
828
Allred Capital Management
Texas
$267K +$82 +1 +0%
Koshinski Asset Management
829
Koshinski Asset Management
Illinois
$267K +$11.6K +140 +5%
WAM
830
Weatherly Asset Management
California
$267K +$28.9K +350 +12%
PTC
831
Philadelphia Trust Company
Pennsylvania
$265K
VWM
832
Venturi Wealth Management
Texas
$265K +$47.3K +574 +22%
SMG
833
Smart Money Group
Texas
$264K +$6.92K +84 +3%
NG
834
Northstar Group
New York
$262K
KMWM
835
Keudell/Morrison Wealth Management
Oregon
$262K +$67.6K +821 +35%
TFCP
836
Twin Focus Capital Partners
Massachusetts
$262K +$262K +3,172 New
RCC
837
Red Cedar Capital
Nebraska
$259K
MC
838
Miles Capital
Iowa
$258K -$13.4K -163 -5%
AC
839
Avestar Capital
New York
$256K -$4.94K -60 -2%
FA
840
Fortis Advisors
Pennsylvania
$256K
TFS
841
Thoroughbred Financial Services
Tennessee
$253K +$1.24K +15 +0.5%
PCA
842
Personal Capital Advisors
California
$253K +$18.7K +247 +8%
MGWM
843
Marks Group Wealth Management
Minnesota
$252K +$26.4K +320 +12%
WAAG
844
Wealth Alliance Advisory Group
Kansas
$251K +$11.5K +140 +5%
BCP
845
Berkeley Capital Partners
Georgia
$250K -$20.6K -250 -8%
PWMAG
846
Pinnacle Wealth Management Advisory Group
New Jersey
$250K -$7.66K -93 -3%
MPI
847
Mairs & Power Inc
Minnesota
$250K +$10.7K +130 +4%
LA
848
LVW Advisors
New York
$249K +$249K +3,026 New
RCAG
849
Rehmann Capital Advisory Group
Michigan
$247K +$247K +2,996 New
SCM
850
Shelton Capital Management
Colorado
$247K -$4.12K -50 -2%