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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 %
VWA
876
V Wealth Advisors
Kansas
$218K +$6.51K +75 +3%
RE
877
RBC Europe
United Kingdom
$217K +$34.8K +400 +19%
DY
878
Dowling & Yahnke
California
$217K
SMFS
879
Squar Milner Financial Services
California
$214K +$40.7K +469 +23%
MWA
880
Meridian Wealth Advisors
Texas
$214K +$214K +2,461 New
MFW
881
Meristem Family Wealth
Minnesota
$213K +$213K +2,451 New
FMW
882
Farr Miller & Washington
District of Columbia
$212K
CA
883
Claro Advisors
Massachusetts
$212K +$5.65K +65 +3%
OIA
884
Optimum Investment Advisors
Illinois
$212K +$11.5K +132 +6%
BSB
885
Bangor Savings Bank
Maine
$212K +$212K +2,437 New
KLI
886
Kelman-Lazarov Inc
Tennessee
$211K -$99.9K -1,150 -32%
BCM
887
Brookstone Capital Management
Illinois
$211K -$12.3K -142 -6%
RMDI
888
R.M. Davis Inc
Maine
$211K +$11.6K +133 +6%
AWM
889
Alterna Wealth Management
Texas
$210K +$210K +2,418 New
AIP
890
ARS Investment Partners
New York
$209K -$218K -2,500 -51%
IB
891
Intrust Bank
Kansas
$209K -$2.26K -26 -1%
WB
892
Webster Bank
Connecticut
$209K
TI
893
TT International
United Kingdom
$208K -$388K -4,472 -65%
RRAM
894
River Road Asset Management
Kentucky
$206K -$5.38K -62 -3%
CIA
895
Choate Investment Advisors
Massachusetts
$206K +$14.4K +166 +8%
KMWM
896
Keudell/Morrison Wealth Management
Oregon
$205K
WTFG
897
Wells Trecaso Financial Group
Ohio
$204K -$783 -9 -0.4%
FHA
898
Flagship Harbor Advisors
Massachusetts
$204K +$6.67K +77 +3%
VST
899
Van Strum & Towne
California
$204K +$204K +2,345 New
BCMO
900
Buckingham Capital Management (Ohio)
Ohio
$203K +$203K +2,339 New