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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 %
HI
876
Hudock Inc
Pennsylvania
$76K
QAM
877
QCI Asset Management
New York
$75K -$4.07K -56 -5%
IWM
878
IHT Wealth Management
Illinois
$75K +$643 +9 +0.9%
SIAS
879
Shine Investment Advisory Services
Colorado
$74K +$14.1K +195 +24%
BNP Paribas Financial Markets
880
BNP Paribas Financial Markets
France
$71.3K +$3.04K +42 +4%
FBT
881
First Bank & Trust
South Dakota
$71K -$71.9K -1,003 -50%
AIM
882
Arcadia Investment Management
Michigan
$71K
PR
883
Payden & Rygel
California
$71K
MYIA
884
Mount Yale Investment Advisors
Colorado
$71K +$71K +976 New
CAC
885
Certified Advisory Corp
Florida
$70K +$48.3K +670 +223%
FWM
886
Focused Wealth Management
New York
$69K -$4.44K -61 -6%
BFC
887
Bedel Financial Consulting
Indiana
$69K +$69K +954 New
CHP
888
Cable Hill Partners
Oregon
$68K -$5.3K -74 -7%
Schroder Investment Management Group
889
Schroder Investment Management Group
United Kingdom
$67K -$33.9K -469 -34%
MCWS
890
McKinley Carter Wealth Services
West Virginia
$67K +$67K +924 New
LFA
891
Legacy Financial Advisors
Kentucky
$66K
PWM
892
Perigon Wealth Management
California
$65K
WAP
893
Wealthcare Advisory Partners
Pennsylvania
$64K -$61.7K -850 -49%
WF
894
WealthTrust Fairport
Ohio
$58K +$58K +805 New
AF
895
Arrow Financial
New York
$57K
GWS
896
Glassman Wealth Services
Virginia
$57K
JWA
897
JFS Wealth Advisors
Pennsylvania
$57K
AF
898
Advisornet Financial
Minnesota
$57K +$6.29K +87 +12%
LF
899
Lee Financial
Texas
$57K +$8.04K +110 +16%
PCM
900
Princeton Capital Management
New Jersey
$57K +$57K +789 New