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Novartis

1,086 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 341 increasing their positions, 403 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+59
Holders Change %
+5.74%
% of All Funds
24.24%
Holding in Top 10
40
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+81.82%
% of All Funds
0.89%
New
143
Increased
341
Reduced
403
Closed
76
Calls
$108M
Puts
$80.5M
Net Calls
+$27.4M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
FPCG
851
Fort Pitt Capital Group
Pennsylvania
$225K +$6.6K +86 +3%
GLA
852
Good Life Advisors
Pennsylvania
$225K +$225K +2,925 New
WPP
853
Whalerock Point Partners
Rhode Island
$224K
WAAG
854
Wealth Alliance Advisory Group
Kansas
$224K +$224K +2,914 New
CIA
855
Choate Investment Advisors
Massachusetts
$224K +$224K +2,918 New
SSA
856
South Street Advisors
New York
$223K
AWM
857
Alterna Wealth Management
Texas
$223K +$223K +2,983 New
ARMT
858
Amica Retiree Medical Trust
Rhode Island
$222K
PAMG
859
Patton Albertson Miller Group
Tennessee
$221K
EFSCE
860
Enterprise Financial Services Corp (EFSC)
Missouri
$221K
WB
861
Webster Bank
Connecticut
$220K
TAM
862
Trillium Asset Management
Massachusetts
$219K -$48.1K -627 -18%
FIA
863
Foundations Investment Advisors
Arizona
$219K -$7.49K -94 -3%
RMDI
864
R.M. Davis Inc
Maine
$219K +$19.2K +250 +10%
IIC
865
Ironwood Investment Counsel
Arizona
$218K -$54.4K -708 -20%
SFA
866
Sequoia Financial Advisors
Ohio
$218K +$8.54K +111 +4%
BCM
867
Brookstone Capital Management
Illinois
$218K +$218K +2,837 New
AIC
868
Ameritas Investment Company
Nebraska
$217K +$217K +2,825 New
CPC
869
Cookson Peirce & Co
Pennsylvania
$215K +$215K +2,801 New
DAC
870
Dividend Assets Capital
South Carolina
$212K -$311K -4,046 -59%
PPSG
871
Princeton Portfolio Strategies Group
New Jersey
$212K
LW
872
Linscomb Wealth
Texas
$211K
FMBTD
873
First Midwest Bank Trust Division
Illinois
$211K +$7.69K +100 +4%
SFSIG
874
San Francisco Sentry Investment Group
California
$210K
FMW
875
Farr Miller & Washington
District of Columbia
$209K