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Novartis

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AOWM
951
Alpha Omega Wealth Management
Virginia
$92K -$10.4K -114 -10%
THWM
952
Taylor Hoffman Wealth Management
Virginia
$91K -$10.6K -116 -10%
BL
953
Balentine LLC
Georgia
$91K +$5.32K +58 +6%
HI
954
Hudock Inc
Pennsylvania
$85K -$9.84K -108 -10%
HDIM
955
Hanson & Doremus Investment Management
Vermont
$84K -$9.73K -107 -10%
FFC
956
First Financial Corp
Indiana
$84K -$9.77K -107 -10%
DWA
957
Dougherty Wealth Advisers
Minnesota
$82K +$19.2K +209 +31%
YWP
958
YorkBridge Wealth Partners
New York
$80K -$24K -264 -23%
PR
959
Payden & Rygel
California
$80K -$9.32K -102 -10%
AF
960
Allworth Financial
California
$78K -$19.5K -212 -20%
BFC
961
Bedel Financial Consulting
Indiana
$78K -$9.58K -105 -11%
CWA
962
Clarus Wealth Advisors
Arizona
$78K -$9.03K -99 -10%
SIM
963
Sonora Investment Management
Arizona
$78K +$22.6K +246 +41%
TWA
964
TCI Wealth Advisors
Arizona
$76K -$57.1K -627 -43%
Schroder Investment Management Group
965
Schroder Investment Management Group
United Kingdom
$76K -$8.79K -96 -10%
SIAS
966
Shine Investment Advisory Services
Colorado
$74K -$10.5K -114 -12%
PCM
967
Princeton Capital Management
New Jersey
$74K -$8.62K -94 -10%
EDRH
968
Edmond de Rothschild Holding
Switzerland
$73K -$8.49K -93 -10%
PFO
969
Pathstone Family Office
New Jersey
$69K -$29.5K -323 -30%
POIA
970
Pin Oak Investment Advisors
Texas
$68K +$47K +516 +223%
AA
971
AlphaMark Advisors
Kentucky
$66K -$7.65K -84 -10%
TL
972
TrueWealth LLC
Georgia
$66K -$7.68K -84 -10%
EWA
973
Evolution Wealth Advisors
Florida
$66K +$66K +720 New
EIP
974
Ellis Investment Partners
Pennsylvania
$65K +$65K +709 New
CAC
975
Certified Advisory Corp
Florida
$64K -$17.7K -193 -22%