NVS icon

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 %
EWA
876
EP Wealth Advisors
California
$207K +$207K +2,695 New
AIP
877
ARS Investment Partners
New York
$206K
MFW
878
Mosaic Family Wealth
Missouri
$205K +$1.23K +16 +0.6%
FFG
879
Fortem Financial Group
California
$205K +$205K +2,665 New
SC
880
Sawyer & Company
Massachusetts
$204K
H
881
HoyleCohen
California
$203K
CIC
882
Crawford Investment Counsel
Georgia
$203K +$203K +2,644 New
DY
883
Dowling & Yahnke
California
$202K +$202K +2,461 New
SAM
884
Security Asset Management
New York
$201K
GP
885
Girard Partners
Pennsylvania
$200K -$1.15K -15 -0.6%
ACS
886
Archford Capital Strategies
Illinois
$199K +$45.9K +596 +30%
BWA
887
BDO Wealth Advisors
Florida
$194K +$67.4K +878 +53%
RE
888
RBC Europe
United Kingdom
$193K -$60.1K -781 -24%
NEAM
889
New England Asset Management
Connecticut
$193K
FHA
890
Flagship Harbor Advisors
Massachusetts
$192K -$38.5K -503 -17%
CFG
891
Citizens Financial Group
Rhode Island
$185K -$4.29K -56 -2%
CT
892
Clearstead Trust
Maine
$178K
FPB
893
First PREMIER Bank
South Dakota
$177K
BAM
894
Barrett Asset Management
New York
$167K
QCIG
895
Quad-Cities Investment Group
Iowa
$158K
SWM
896
SeaCrest Wealth Management
New York
$154K +$5.83K +76 +4%
WAS
897
WESPAC Advisors SoCal
California
$152K
HL
898
Harding Loevner
New Jersey
$150K
HR
899
Howe & Rusling
New York
$148K +$1.16K +15 +0.8%
LB
900
Legacy Bridge
Iowa
$147K +$147K +1,915 New