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Novartis

1,005 hedge funds and large institutions have $21.1B invested in Novartis in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 344 increasing their positions, 334 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+69
Holders Change %
+7.37%
% of All Funds
22.83%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.55%
New
137
Increased
344
Reduced
334
Closed
63
Calls
$61.9M
Puts
$42.2M
Net Calls
+$19.7M
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
MBT
951
Monroe Bank & Trust
Michigan
$17K +$17K +223 New
WA
952
Waverly Advisors
Alabama
$17K +$17K +227 New
VCM
953
Versant Capital Management
Arizona
$17K +$17K +230 New
LWA
954
Lenox Wealth Advisors
New York
$17K +$17K +231 New
GEA
955
Glen Eagle Advisors
New Jersey
$16.8K
HT
956
Heritage Trust
Oklahoma
$16K
VCM
957
Vigilant Capital Management
Maine
$16K +$10.9K +143 +213%
NCM
958
New Capital Management
Texas
$15K
NL
959
NVWM LLC
Pennsylvania
$15K +$15K +195 New
FGC
960
Financial Gravity Companies
Texas
$14K +$14K +172 New
GRP
961
Global Retirement Partners
California
$13K -$17.5K -223 -57%
CJA
962
C-J Advisory
California
$13K
WCAMG
963
Woodard & Company Asset Management Group
North Carolina
$13K +$13K +167 New
WWM
964
Willingdon Wealth Management
North Carolina
$12K +$2.85K +37 +31%
CA
965
Crewe Advisors
Utah
$12K +$12K +160 New
RFWA
966
RPg Family Wealth Advisory
Massachusetts
$11.1K -$2.04K -27 -16%
ATC
967
Adirondack Trust Company
New York
$11K
CFD
968
Creative Financial Designs
Indiana
$10K
GRQ
969
Gardner Russo & Quinn
Pennsylvania
$10K +$10K +140 New
AC
970
Avestar Capital
New York
$10K +$10K +157 New
MWM
971
Mascoma Wealth Management
New Hampshire
$9K -$35.8K -446 -80%
AWA
972
Acorn Wealth Advisors
Michigan
$9K +$9K +112 New
POIA
973
Pin Oak Investment Advisors
Texas
$9K +$9K +115 New
RCG
974
Ruggie Capital Group
Florida
$9K +$9K +122 New
WIM
975
Westside Investment Management
California
$8.79K