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Novartis

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
851
Peddock Capital Advisors
Massachusetts
$247K
RI
852
Ridgewood Investments
New Jersey
$247K +$247K +2,999 New
HCA
853
Heck Capital Advisors
Wisconsin
$247K -$7.67K -93 -3%
RT
854
Rockland Trust
Massachusetts
$245K +$4.12K +50 +2%
TSW
855
Thompson Siegel & Walmsley
Virginia
$243K -$23.5K -285 -9%
PFP
856
Pinnacle Financial Partners
Tennessee
$242K -$1.49K -18 -0.6%
BAS
857
Brown Advisory Securities
Maryland
$241K +$30.6K +355 +15%
PWLP
858
Prio Wealth Limited Partnership
Massachusetts
$240K
FHA
859
Flagship Harbor Advisors
Massachusetts
$238K +$61.3K +743 +35%
LOPW
860
Live Oak Private Wealth
North Carolina
$238K +$238K +2,884 New
BCM
861
BTR Capital Management
California
$238K +$238K +2,885 New
HPC
862
HM Payson & Co
Maine
$237K -$16.5K -200 -7%
DDPIC
863
Deroy & Devereaux Private Investment Counsel
Michigan
$237K
SFWA
864
Summit Financial Wealth Advisors
Louisiana
$235K -$5.57K -65 -2%
WI
865
Wintrust Investments
Illinois
$234K -$32.5K -394 -12%
Cetera Investment Advisers
866
Cetera Investment Advisers
Illinois
$234K -$6.28K -76 -3%
PCP
867
Proficio Capital Partners
Massachusetts
$234K +$7.32K +89 +3%
CIC
868
Crawford Investment Counsel
Georgia
$233K -$25.8K -313 -10%
ATIA
869
American Trust Investment Advisors
New Hampshire
$233K +$233K +2,821 New
SSWM
870
Sheets Smith Wealth Management
North Carolina
$232K
JSL
871
JT Stratford LLC
Georgia
$232K +$232K +2,813 New
EH
872
Equitable Holdings
New York
$231K +$8.9K +108 +4%
BW
873
Bison Wealth
Georgia
$230K -$5.78K -70 -2%
PP
874
Pacifica Partners
Canada
$230K +$226K +2,700 +6,136%
EI
875
Ethic Inc
New York
$230K +$230K +2,794 New