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Novartis

1,086 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 341 increasing their positions, 403 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+59
Holders Change %
+5.74%
% of All Funds
24.24%
Holding in Top 10
40
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+81.82%
% of All Funds
0.89%
New
143
Increased
341
Reduced
403
Closed
76
Calls
$108M
Puts
$80.5M
Net Calls
+$27.4M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
926
Global Retirement Partners
California
$108K +$74.7K +971 +225%
LWM
927
Liberty Wealth Management
California
$108K +$108K +1,405 New
SIAS
928
Shine Investment Advisory Services
Colorado
$107K -$11.3K -147 -10%
WPW
929
Winthrop Partners - WNY
New York
$106K
CIAS
930
Capital Investment Advisory Services
North Carolina
$103K +$103K +1,340 New
PAM
931
Panagora Asset Management
Massachusetts
$100K
OIA
932
OneDigital Investment Advisors
Kansas
$99K +$8.18K +106 +9%
WANY
933
Wealthspire Advisors (New York)
New York
$97K +$97K +1,261 New
CCM
934
Cribstone Capital Management
Maine
$92K
Group One Trading
935
Group One Trading
Illinois
$91K +$91K +1,186 New
AOWM
936
Alpha Omega Wealth Management
Virginia
$87K
THWM
937
Taylor Hoffman Wealth Management
Virginia
$86K
YWP
938
YorkBridge Wealth Partners
New York
$86K +$86K +1,113 New
NCM
939
Next Capital Management
New York
$86K +$86K +1,116 New
DWM
940
Destination Wealth Management
California
$85K +$23.2K +300 +37%
DWM
941
Doyle Wealth Management
Florida
$84K +$84K +1,091 New
FFC
942
First Financial Corp
Indiana
$79K -$3.85K -50 -5%
KPCM
943
Kings Point Capital Management
New York
$79K +$55.2K +714 +233%
HI
944
Hudock Inc
Pennsylvania
$78K
PR
945
Payden & Rygel
California
$75K
LFA
946
Legacy Financial Advisors
Kentucky
$74K -$8.27K -107 -10%
FWM
947
Focused Wealth Management
New York
$74K +$17.1K +224 +30%
CWA
948
Clarus Wealth Advisors
Arizona
$73K
BFC
949
Bedel Financial Consulting
Indiana
$73K
PWMG
950
Prestige Wealth Management Group
New Jersey
$73K +$73K +945 New