NVS icon

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 %
BL
951
Balentine LLC
Georgia
$72K +$46.2K +600 +179%
EDRH
952
Edmond de Rothschild Holding
Switzerland
$69K -$31.1K -402 -31%
PCM
953
Princeton Capital Management
New Jersey
$69K +$8.58K +112 +14%
CAC
954
Certified Advisory Corp
Florida
$68K
HWA
955
Heritage Wealth Advisors
Virginia
$65K -$4.25K -56 -6%
PFO
956
Pathstone Family Office
New Jersey
$65K +$65K +843 New
ST
957
Smithfield Trust
Pennsylvania
$63K
FC
958
Ferris Capital
Massachusetts
$63K
TL
959
TrueWealth LLC
Georgia
$62K
ONST
960
Old North State Trust
North Carolina
$62K +$7.03K +92 +13%
AIM
961
Advantage Investment Management
Iowa
$61K +$23.3K +303 +62%
HDIM
962
Hanson & Doremus Investment Management
Vermont
$60K
CAW
963
Cornerstone Advisors (Washington)
Washington
$60K +$17.3K +227 +41%
JWA
964
JFS Wealth Advisors
Pennsylvania
$58K
H
965
Hexavest
Quebec, Canada
$56K
PGWM
966
Parisi Gray Wealth Management
New Jersey
$55K +$4.1K +54 +8%
QAM
967
QCI Asset Management
New York
$54K -$5.11K -66 -9%
DWA
968
Dougherty Wealth Advisers
Minnesota
$54K +$54K +685 New
AIA
969
Alera Investment Advisors
Illinois
$54K +$54K +706 New
WEC
970
Winslow Evans & Crocker
Massachusetts
$52K -$2.02K -25 -4%
BC
971
Barnett & Company
Tennessee
$51K
LF
972
Lee Financial
Texas
$51K
HCM
973
Hilton Capital Management
New York
$51K
KAS
974
Kemnay Advisory Services
New York
$51K
HCM
975
Highlander Capital Management
New Jersey
$50K