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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 %
TC
951
Truvestments Capital
Florida
$26K +$26K +331 New
BL
952
Balentine LLC
Georgia
$26K +$26K +335 New
WG
953
Welch Group
Alabama
$25.2K +$673 +8,723 +3%
KPCM
954
Kings Point Capital Management
New York
$24K
KIG
955
Kessler Investment Group
Indiana
$24K
TCM
956
Tradewinds Capital Management
Washington
$23K
PCFFS
957
Pacific Center for Financial Services
California
$22K
SIM
958
Sonora Investment Management
Arizona
$21K +$12.7K +167 +153%
AF
959
Allworth Financial
California
$20K
GEA
960
Glen Eagle Advisors
New Jersey
$19.1K +$1.93K +25 +11%
BWP
961
Baldwin Wealth Partners
Massachusetts
$19K +$1.92K +25 +11%
JFGIW
962
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K +$12.5K +159 +192%
AC
963
Avestar Capital
New York
$18K +$1.03K +15 +6%
MCM
964
Mainstay Capital Management
Michigan
$17K
BCM
965
Blume Capital Management
California
$17K
TC
966
Trust Company
Kansas
$17K
IF
967
Ironwood Financial
Arizona
$17K +$17K +223 New
WCAMG
968
Woodard & Company Asset Management Group
North Carolina
$16K +$3.03K +39 +23%
NL
969
NVWM LLC
Pennsylvania
$15K
ADL
970
Asset Dedication LLC
California
$14K
FGAM
971
Financial Gravity Asset Management
Texas
$14K +$908 +12 +7%
CBT
972
Central Bank & Trust
Kentucky
$13K -$5.68K -73 -30%
ML
973
McAdam LLC
Pennsylvania
$13K
SWMG
974
Signature Wealth Management Group
Georgia
$12K +$4.35K +58 +57%
TWMP
975
Taylor Wealth Management Partners
Massachusetts
$12K +$12K +156 New