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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 %
TL
901
TrueWealth LLC
Georgia
$56K
H
902
Hexavest
Quebec, Canada
$53K
KF
903
Krilogy Financial
Missouri
$53K +$10.8K +148 +26%
GFP
904
Gryphon Financial Partners
Ohio
$50K +$10.1K +140 +25%
KAS
905
Kemnay Advisory Services
New York
$49K
DWM
906
Destination Wealth Management
California
$49K +$49K +683 New
WEC
907
Winslow Evans & Crocker
Massachusetts
$48.5K
PGWM
908
Parisi Gray Wealth Management
New Jersey
$48K
HCM
909
Highlander Capital Management
New Jersey
$47K
MCM
910
Monument Capital Management
Virginia
$46K
CIP
911
Convergence Investment Partners
Florida
$45K +$45K +622 New
CLOS
912
Compagnie Lombard Odier SCmA
Switzerland
$44K -$44K -614 -50%
FMP
913
Financial Management Professionals
Texas
$44K
AIP
914
Ameritas Investment Partners
Nebraska
$43K -$35.1K -487 -45%
PFA
915
Pathway Financial Advisors
Vermont
$42K
CCA
916
Clearwater Capital Advisors
Illinois
$41K +$41K +559 New
PCM
917
Polaris Capital Management
Massachusetts
$40K
ST
918
Sageworth Trust
Pennsylvania
$40K
TJHA
919
Thomas J. Herzfeld Advisors
Florida
$40K
IIC
920
Integrated Investment Consultants
Michigan
$40K +$40K +548 New
BWM
921
Baystate Wealth Management
Massachusetts
$39K
PMFA
922
Plante Moran Financial Advisors
Michigan
$39K +$1.66K +23 +4%
BCA
923
Bray Capital Advisors
Florida
$38K +$38K +521 New
PS
924
Portfolio Strategies
New York
$37K
Carson Wealth (CWM LLC)
925
Carson Wealth (CWM LLC)
Nebraska
$36K +$7.85K +107 +28%