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Novartis

1,005 hedge funds and large institutions have $21.1B invested in Novartis in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 344 increasing their positions, 334 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+69
Holders Change %
+7.37%
% of All Funds
22.83%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.55%
New
137
Increased
344
Reduced
334
Closed
63
Calls
$61.9M
Puts
$42.2M
Net Calls
+$19.7M
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
851
Calton & Associates
Florida
$118K +$118K +1,514 New
HFP
852
Holistic Financial Partners
Indiana
$117K +$117K +1,549 New
ST
853
Smithfield Trust
Pennsylvania
$114K +$19.7K +262 +21%
TWA
854
TCI Wealth Advisors
Arizona
$113K +$2.79K +37 +3%
PWPS
855
Pinnacle Wealth Planning Services
Ohio
$113K +$113K +1,501 New
Schroder Investment Management Group
856
Schroder Investment Management Group
United Kingdom
$105K +$35.3K +469 +51%
CHC
857
City Holding Co
West Virginia
$104K
MFW
858
Mosaic Family Wealth
Missouri
$103K -$79.7K -1,057 -44%
WC
859
Whitnell & Co
Illinois
$100K +$8.33K +111 +9%
OIA
860
OneDigital Investment Advisors
Kansas
$99K -$2.95K -39 -3%
EWM
861
Endurance Wealth Management
Rhode Island
$99K
CCM
862
Cribstone Capital Management
Maine
$99K +$21.2K +281 +27%
FFC
863
First Financial Corp
Indiana
$98K -$29.1K -389 -23%
PAM
864
Panagora Asset Management
Massachusetts
$98K
EDRH
865
Edmond de Rothschild Holding
Switzerland
$97K -$83.6K -1,116 -46%
LIA
866
LS Investment Advisors
Michigan
$96K -$58.6K -776 -38%
HFM
867
Hartford Financial Management
Connecticut
$96K
CLOS
868
Compagnie Lombard Odier SCmA
Switzerland
$94K +$47K +614 +100%
RPC
869
Rossmore Private Capital
Connecticut
$90.7K +$90.7K +1,205 New
AAP
870
Arax Advisory Partners
Colorado
$88K +$2.17K +29 +3%
AOWM
871
Alpha Omega Wealth Management
Virginia
$85K -$2.87K -38 -3%
THWM
872
Taylor Hoffman Wealth Management
Virginia
$84K +$84K +1,116 New
QAM
873
QCI Asset Management
New York
$82K +$21K +279 +34%
IWM
874
IHT Wealth Management
Illinois
$80K +$56.8K +739 +246%
CHP
875
Cable Hill Partners
Oregon
$79K -$32.5K -421 -29%