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Novartis

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
976
Nisa Investment Advisors
Missouri
$80K -$262K -3,200 -77%
BAM
977
Barrett Asset Management
New York
$80K -$18.5K -225 -19%
IBOK
978
Independence Bank of Kentucky
Kentucky
$80K
BFC
979
Bedel Financial Consulting
Indiana
$79K +$8.71K +106 +12%
KFI
980
Key Financial Inc
Pennsylvania
$78K +$78K +948 New
FFC
981
First Financial Corp
Indiana
$76K
FCA
982
FinTrust Capital Advisors
South Carolina
$76K +$39.7K +480 +110%
PR
983
Payden & Rygel
California
$72K
Schroder Investment Management Group
984
Schroder Investment Management Group
United Kingdom
$71K
EIP
985
Ellis Investment Partners
Pennsylvania
$71K +$14.1K +176 +25%
PFGIA
986
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$63.5K +773 +849%
SIAS
987
Shine Investment Advisory Services
Colorado
$70K -$17.7K -213 -20%
GSWM
988
Golden State Wealth Management
California
$69K +$69K +838 New
VCP
989
Verus Capital Partners
Arizona
$68K
BBA
990
Braun-Bostich & Associates
Pennsylvania
$67K
LB
991
Legacy Bridge
Iowa
$67K +$3.8K +46 +6%
AA
992
AlphaMark Advisors
Kentucky
$67K +$7.11K +86 +12%
PWMG
993
Prestige Wealth Management Group
New Jersey
$65K +$14.3K +174 +28%
HR
994
Howe & Rusling
New York
$63K -$17.8K -215 -22%
PFO
995
Pathstone Family Office
New Jersey
$62K -$24.3K -296 -28%
Acadian Asset Management
996
Acadian Asset Management
Massachusetts
$62K +$11.8K +144 +24%
FWM
997
Focused Wealth Management
New York
$60K -$12.2K -147 -17%
TWA
998
TCI Wealth Advisors
Arizona
$59K -$22.5K -273 -28%
BCA
999
Berman Capital Advisors
Georgia
$59K +$16.5K +207 +39%
GWS
1000
Glassman Wealth Services
Virginia
$58K -$248 -3 -0.4%