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Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DMK
926
David M. Knott
$130K -$130K -1,500 -50%
AWM
927
AllSquare Wealth Management
New York
$129K
HWA
928
Heritage Wealth Advisors
Virginia
$126K +$19.7K +227 +19%
LB
929
Legacy Bridge
Iowa
$123K -$36.7K -424 -23%
FNBOSM
930
First National Bank of South Miami
Florida
$123K
WPW
931
Winthrop Partners - WNY
New York
$121K
TJHA
932
Thomas J. Herzfeld Advisors
Florida
$119K +$1.57K +18 +1%
SNT
933
Security National Trust
West Virginia
$117K -$17.3K -200 -13%
BRC
934
Bell Rock Capital
Delaware
$117K
MMG
935
Monetary Management Group
Missouri
$117K
CHC
936
City Holding Co
West Virginia
$117K +$6.19K +71 +6%
CFG
937
CKW Financial Group
Hawaii
$116K -$12.9K -150 -10%
Mitsubishi UFJ Asset Management
938
Mitsubishi UFJ Asset Management
Japan
$112K +$16.7K +192 +17%
GCM
939
Gables Capital Management
Florida
$111K
MRCM
940
M&R Capital Management
New Jersey
$111K +$2.87K +33 +3%
QCMC
941
Quantum Capital Management (California)
California
$107K +$107K +1,229 New
GWA
942
Guidant Wealth Advisors
Illinois
$106K
PO
943
Private Ocean
California
$105K -$19.7K -225 -16%
PAM
944
Panagora Asset Management
Massachusetts
$102K
TI
945
Truehand Inc
New Hampshire
$101K -$22K -253 -18%
SIM
946
Sonora Investment Management
Arizona
$100K +$25.9K +297 +35%
WEC
947
Winslow Evans & Crocker
Massachusetts
$98K +$360 +4 +0.4%
CAL
948
Capital Analysts LLC
Pennsylvania
$93K -$31.3K -361 -25%
THWM
949
Taylor Hoffman Wealth Management
Virginia
$90K +$2.96K +34 +3%
FWM
950
Focused Wealth Management
New York
$89K