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Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
851
Seelaus Asset Management
New Jersey
$246K
ACS
852
Archford Capital Strategies
Illinois
$246K +$12.5K +144 +5%
CPIA
853
Cornell Pochily Investment Advisors
New York
$245K -$49.4K -565 -17%
TPWA
854
TRUE Private Wealth Advisors
Oregon
$245K -$2.17K -25 -0.9%
SSWM
855
Sheets Smith Wealth Management
North Carolina
$244K
SFSIG
856
San Francisco Sentry Investment Group
California
$244K
LPT
857
Legacy Private Trust
Wisconsin
$243K
AIP
858
Almanack Investment Partners
Pennsylvania
$243K
Cetera Investment Advisers
859
Cetera Investment Advisers
Illinois
$240K +$778 +9 +0.3%
EFSCE
860
Enterprise Financial Services Corp (EFSC)
Missouri
$239K
FIA
861
Foundations Investment Advisors
Arizona
$237K +$8.44K +99 +4%
WAM
862
Weatherly Asset Management
California
$236K -$44.7K -515 -16%
OPA
863
Old Port Advisors
Maine
$234K
LW
864
Linscomb Wealth
Texas
$234K +$7.31K +84 +3%
ODCM
865
Old Dominion Capital Management
Virginia
$234K +$34.6K +398 +17%
PFM
866
Parsec Financial Management
North Carolina
$232K -$24.7K -284 -10%
OPCM
867
Osborne Partners Capital Management
California
$232K
WP
868
WealthSource Partners
California
$230K -$24.5K -282 -10%
NCM
869
Noesis Capital Mangement
Florida
$230K
BAS
870
Brown Advisory Securities
Maryland
$227K -$263 -3 -0.1%
SSA
871
South Street Advisors
New York
$226K
ARMT
872
Amica Retiree Medical Trust
Rhode Island
$225K
BAM
873
Belpointe Asset Management
Nevada
$221K +$221K +2,544 New
Diamond Hill Capital Management
874
Diamond Hill Capital Management
Ohio
$219K +$219K +2,521 New
IIC
875
Ironwood Investment Counsel
Arizona
$218K -$2.34K -27 -1%