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Novartis

1,005 hedge funds and large institutions have $21.1B invested in Novartis in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 344 increasing their positions, 334 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+69
Holders Change %
+7.37%
% of All Funds
22.83%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.55%
New
137
Increased
344
Reduced
334
Closed
63
Calls
$61.9M
Puts
$42.2M
Net Calls
+$19.7M
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
LF
901
Lee Financial
Texas
$50K
KAS
902
Kemnay Advisory Services
New York
$50K
HCM
903
Highlander Capital Management
New Jersey
$49K
MCM
904
Monument Capital Management
Virginia
$49K +$49K +658 New
FMP
905
Financial Management Professionals
Texas
$46K
KF
906
Krilogy Financial
Missouri
$44K
BWM
907
Baystate Wealth Management
Massachusetts
$44K
PFA
908
Pathway Financial Advisors
Vermont
$43K +$43K +576 New
PCM
909
Polaris Capital Management
Massachusetts
$42K
ST
910
Sageworth Trust
Pennsylvania
$42K
TJHA
911
Thomas J. Herzfeld Advisors
Florida
$42K
GFP
912
Gryphon Financial Partners
Ohio
$41K +$41K +551 New
PMFA
913
Plante Moran Financial Advisors
Michigan
$39K -$43.2K -575 -53%
PS
914
Portfolio Strategies
New York
$39K +$39K +513 New
LYV
915
Live Your Vision
Pennsylvania
$37K
BWA
916
Burt Wealth Advisors
Maryland
$36K
PK
917
Pflug Koory
Nebraska
$36K
MFBTD
918
MB Financial Bank - Trust Department
Illinois
$34K
RAM
919
Riggs Asset Management
Pennsylvania
$34K
FCFS
920
First Command Financial Services
Texas
$33K
FCB
921
First Command Bank
Texas
$33K
AS
922
Altshuler Shaham
Israel
$32K +$32K +1,461 New
Carson Wealth (CWM LLC)
923
Carson Wealth (CWM LLC)
Nebraska
$29K -$12.2K -162 -30%
MIFH
924
Migdal Insurance & Financial Holdings
Israel
$26K
NCM
925
Nelson Capital Management
California
$25K +$5.82K +78 +30%