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Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
POIA
976
Pin Oak Investment Advisors
Texas
$65K
AA
977
AlphaMark Advisors
Kentucky
$63K
TL
978
TrueWealth LLC
Georgia
$63K
CAC
979
Certified Advisory Corp
Florida
$61K
EIP
980
Ellis Investment Partners
Pennsylvania
$61K
SMG
981
Spectrum Management Group
Indiana
$60K
JWA
982
JFS Wealth Advisors
Pennsylvania
$59K
TAIM
983
TD Ameritrade Investment Management
Nebraska
$58K +$2.34K +27 +4%
H
984
Hexavest
Quebec, Canada
$57K
GSWM
985
Golden State Wealth Management
California
$56K
LWM
986
Lenox Wealth Management
Ohio
$56K
FCFS
987
First Command Financial Services
Texas
$55K +$20.9K +239 +61%
FCB
988
First Command Bank
Texas
$55K +$20.9K +239 +61%
PWMG
989
Prestige Wealth Management Group
New Jersey
$54K +$949 +11 +2%
BWM
990
Baystate Wealth Management
Massachusetts
$54K +$9.94K +115 +23%
DWA
991
Dougherty Wealth Advisers
Minnesota
$53K -$24.2K -280 -31%
AJ
992
Ashburton (Jersey)
Jersey
$53K
ST
993
Smithfield Trust
Pennsylvania
$53K
NCM
994
Nelson Capital Management
California
$53K +$25.9K +300 +96%
LF
995
Lee Financial
Texas
$52K
KAS
996
Kemnay Advisory Services
New York
$52K
QAM
997
QCI Asset Management
New York
$50K -$4.35K -50 -8%
CIM
998
Contravisory Investment Management
Massachusetts
$49K +$1.46K +17 +3%
CFGS
999
Concourse Financial Group Securities
Alabama
$48K -$153K -1,766 -76%
FMP
1000
Financial Management Professionals
Texas
$48K