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Novartis

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MFW
851
Mosaic Family Wealth
Missouri
$252K +$5.84K +64 +2%
EFSCE
852
Enterprise Financial Services Corp (EFSC)
Missouri
$251K -$24.4K -267 -9%
PCP
853
Proficio Capital Partners
Massachusetts
$249K -$8.69K -95 -3%
FIA
854
Foundations Investment Advisors
Arizona
$248K -$8.6K -93 -3%
RT
855
Rockland Trust
Massachusetts
$248K +$248K +2,721 New
ERIM
856
Eagle Ridge Investment Management
Connecticut
$246K -$74.4K -815 -23%
HSA
857
HBK Sorce Advisory
Pennsylvania
$246K +$33.4K +366 +16%
ACS
858
Archford Capital Strategies
Illinois
$245K -$3.92K -43 -2%
OPCM
859
Osborne Partners Capital Management
California
$244K -$38.3K -420 -14%
Verition Fund Management
860
Verition Fund Management
Connecticut
$244K +$244K +2,668 New
NCM
861
Noesis Capital Mangement
Florida
$242K -$68.9K -754 -22%
BAM
862
Blueshift Asset Management
New Jersey
$242K +$242K +2,655 New
LW
863
Linscomb Wealth
Texas
$238K -$13.1K -143 -5%
SSA
864
South Street Advisors
New York
$237K -$27.5K -302 -10%
ARMT
865
Amica Retiree Medical Trust
Rhode Island
$237K -$27.5K -301 -10%
BAS
866
Brown Advisory Securities
Maryland
$236K -$133K -1,457 -36%
BCM
867
Brookstone Capital Management
Illinois
$235K +$2.37K +26 +1%
IIC
868
Ironwood Investment Counsel
Arizona
$232K -$26.9K -295 -10%
KWA
869
KCS Wealth Advisory
California
$231K -$39.5K -434 -15%
BAM
870
Berkshire Asset Management
Pennsylvania
$228K -$49.7K -544 -18%
WAAG
871
Wealth Alliance Advisory Group
Kansas
$228K -$26.5K -296 -10%
DY
872
Dowling & Yahnke
California
$228K -$11.7K -128 -5%
PPP
873
Private Portfolio Partners
New Jersey
$226K +$13.5K +148 +6%
VWA
874
V Wealth Advisors
Kansas
$225K +$225K +2,438 New
GIA
875
Gladstone Institutional Advisory
Florida
$225K +$225K +2,463 New