NVS icon

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 %
SMFS
926
Squar Milner Financial Services
California
$167K -$179K -2,173 -52%
GRP
927
Global Retirement Partners
California
$167K +$16.8K +204 +11%
SC
928
Sawyer & Company
Massachusetts
$161K -$12.4K -150 -7%
BWP
929
Baldwin Wealth Partners
Massachusetts
$156K +$3.95K +48 +3%
CFGS
930
Concourse Financial Group Securities
Alabama
$153K +$10.6K +128 +7%
CCA
931
Column Capital Advisors
Indiana
$150K -$6.51K -79 -4%
TFS
932
TrustCore Financial Services
Tennessee
$148K
ZB
933
Zions Bancorporation
Utah
$140K -$81.1K -986 -37%
CFN
934
Cordasco Financial Network
Florida
$140K
EI
935
Ellevest Inc
New York
$140K +$81K +982 +137%
LWM
936
Liberty Wealth Management
California
$135K -$186K -2,257 -58%
SNT
937
Security National Trust
West Virginia
$132K +$3.88K +47 +3%
HWA
938
Heritage Wealth Advisors
Virginia
$131K
RMC
939
Resources Management Corp
Connecticut
$129K -$1.24K -15 -1%
DZ Bank
940
DZ Bank
Germany
$124K
AWM
941
AllSquare Wealth Management
New York
$122K
Mitsubishi UFJ Asset Management
942
Mitsubishi UFJ Asset Management
Japan
$122K +$27.9K +339 +30%
CMBA
943
C.M. Bidwell & Associates
Hawaii
$120K -$23.6K -285 -16%
FWM
944
FSA Wealth Management
Massachusetts
$119K +$6.58K +80 +6%
KPCM
945
Kings Point Capital Management
New York
$117K -$41.3K -500 -26%
CBT
946
Capital Bank & Trust
California
$117K -$35.8K -436 -23%
EP
947
Eudaimonia Partners
Tennessee
$116K +$10.7K +130 +10%
WQ
948
Wealth Quarterback
New Jersey
$116K +$30.6K +371 +36%
TJHA
949
Thomas J. Herzfeld Advisors
Florida
$113K
FNBOSM
950
First National Bank of South Miami
Florida
$113K