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Novartis

1,027 hedge funds and large institutions have $22.4B invested in Novartis in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 359 increasing their positions, 368 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+41
Holders Change %
+4.16%
% of All Funds
23.52%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.5%
New
91
Increased
359
Reduced
368
Closed
44
Calls
$89.4M
Puts
$63.6M
Net Calls
+$25.8M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
926
Baystate Wealth Management
Massachusetts
$42K
PMFA
927
Plante Moran Financial Advisors
Michigan
$41K -$4.02K -52 -9%
EA
928
Elm Advisors
California
$41K +$41K +530 New
SCM
929
Southport Capital Management
Tennessee
$41K +$41K +536 New
BCA
930
Bray Capital Advisors
Florida
$40K
HT
931
Heritage Trust
Oklahoma
$40K
AIM
932
Advantage Investment Management
Iowa
$38K +$20.7K +267 +120%
LYV
933
Live Your Vision
Pennsylvania
$37K
BWA
934
Burt Wealth Advisors
Maryland
$37K
PK
935
Pflug Koory
Nebraska
$37K
RBC
936
Roble Belko & Company
Pennsylvania
$35K
JAM
937
JCIC Asset Management
Ontario, Canada
$35K +$35K +458 New
GI
938
Gradient Investments
Minnesota
$34K -$6.02K -79 -15%
LGWM
939
Litman Gregory Wealth Management
California
$34K
FCB
940
First Command Bank
Texas
$34K
FCFS
941
First Command Financial Services
Texas
$34K
AS
942
Altshuler Shaham
Israel
$33K
GRP
943
Global Retirement Partners
California
$33K
OSAM
944
O'Shaughnessy Asset Management
Connecticut
$33K +$2.75K +36 +9%
WC
945
Whitney & Co
New York
$31K +$26.5K +330 +589%
DAM
946
Delta Asset Management
Tennessee
$30K +$25.7K +335 +598%
AAP
947
Arax Advisory Partners
Colorado
$29K -$76.4K -999 -72%
ME
948
McIlrath & Eck
Washington
$28K
NCM
949
Nelson Capital Management
California
$26K
IBOK
950
Independence Bank of Kentucky
Kentucky
$26K