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Novartis

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
901
Northside Capital Management
Oregon
$210K +$27.1K +329 +15%
ACWM
902
Adams Chetwood Wealth Management
North Carolina
$209K
LC
903
Lindbrook Capital
California
$208K -$168K -2,034 -45%
HFS
904
Hantz Financial Services
Michigan
$208K +$208K +2,526 New
MYIA
905
Mount Yale Investment Advisors
Colorado
$207K -$66.1K -801 -24%
VAG
906
VisionPoint Advisory Group
Texas
$207K +$207K +2,509 New
RE
907
RBC Europe
United Kingdom
$206K
Connor, Clark & Lunn Investment Management (CC&L)
908
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$206K -$10.3M -124,575 -98%
VVP
909
Venture Visionary Partners
Ohio
$206K +$17.4K +212 +9%
FMWA
910
Forvis Mazars Wealth Advisors
Missouri
$206K +$206K +2,502 New
VFA
911
Valeo Financial Advisors
Indiana
$205K +$1.53K +18 +0.8%
CIP
912
Cornerstone Investment Partners
Georgia
$204K +$204K +2,480 New
KOCAA
913
Knights of Columbus Asset Advisors
Connecticut
$202K
IIA
914
ICW Investment Advisors
Arizona
$202K +$43K +522 +27%
IAIM
915
International Assets Investment Management
Florida
$202K +$202K +2,451 New
FMW
916
Farr Miller & Washington
District of Columbia
$201K
OIA
917
Optimum Investment Advisors
Illinois
$201K
NSIM
918
North Star Investment Management
Illinois
$201K +$71.3K +864 +55%
NEAM
919
New England Asset Management
Connecticut
$186K
WB
920
Webster Bank
Connecticut
$181K -$20.6K -250 -10%
IA
921
IFP Advisors
Florida
$179K -$113K -1,418 -39%
CFG
922
Citizens Financial Group
Rhode Island
$174K -$9.64K -117 -5%
FPB
923
First PREMIER Bank
South Dakota
$171K
CT
924
Clearstead Trust
Maine
$171K
SAM
925
Security Asset Management
New York
$168K