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Novartis

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MFW
851
Mosaic Family Wealth
Missouri
$113K +$13.9K +191 +14%
RBC
852
Roble Belko & Company
Pennsylvania
$112K +$42.6K +589 +61%
CCM
853
Cribstone Capital Management
Maine
$111K +$16.1K +223 +17%
HR
854
Howe & Rusling
New York
$110K -$14.5K -199 -12%
TWA
855
TCI Wealth Advisors
Arizona
$106K -$2.68K -37 -2%
CHC
856
City Holding Co
West Virginia
$103K +$2.39K +33 +2%
GCM
857
Gables Capital Management
Florida
$103K +$103K +1,425 New
BWA
858
BDO Wealth Advisors
Florida
$102K +$31.9K +441 +45%
AAP
859
Arax Advisory Partners
Colorado
$101K +$16.3K +226 +19%
WPW
860
Winthrop Partners - WNY
New York
$100K +$100K +1,377 New
WC
861
Whitnell & Co
Illinois
$97K
ST
862
Smithfield Trust
Pennsylvania
$96K -$13.7K -190 -13%
EWM
863
Endurance Wealth Management
Rhode Island
$96K
PAM
864
Panagora Asset Management
Massachusetts
$95K
OIA
865
OneDigital Investment Advisors
Kansas
$95K
EDRH
866
Edmond de Rothschild Holding
Switzerland
$94K
SNT
867
Security National Trust
West Virginia
$93K -$28.3K -391 -23%
KC
868
KHP Capital
Oklahoma
$93K +$93K +1,283 New
LIA
869
LS Investment Advisors
Michigan
$92K
HFM
870
Hartford Financial Management
Connecticut
$85K -$7.19K -100 -8%
IFAM
871
Institutional & Family Asset Management
Colorado
$84K +$84K +1,154 New
AOWM
872
Alpha Omega Wealth Management
Virginia
$82K
THWM
873
Taylor Hoffman Wealth Management
Virginia
$81K
FFC
874
First Financial Corp
Indiana
$78K -$16.7K -231 -18%
LGWM
875
Litman Gregory Wealth Management
California
$77K +$77K +1,060 New