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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 %
OWA
1001
One Wealth Advisors
California
$4K -$143 -2 -3%
IAS
1002
IMA Advisory Services
Colorado
$4K
SQA
1003
Simon Quick Advisors
New Jersey
$4K
BWL
1004
Bogart Wealth LLC
Virginia
$4K
VIA
1005
Vantage Investment Advisors
Pennsylvania
$4K +$4K +56 New
CFD
1006
Creative Financial Designs
Indiana
$3K -$6.8K -102 -69%
HI
1007
Harrington Investments
California
$3K
EWM
1008
Endurance Wealth Management
Rhode Island
$3K
SFM
1009
Signet Financial Management
New Jersey
$3K
MWM
1010
Mascoma Wealth Management
New Hampshire
$3K
LFG
1011
LifePlan Financial Group
Ohio
$3K +$3K +39 New
TC
1012
Trilogy Capital
California
$3K +$3K +45 New
AIS
1013
Accurate Investment Solutions
Pennsylvania
$2K
AIIMS
1014
Analyst IMS Investment Management Services
Israel
$1.68K -$306 -3,955 -15%
SIS
1015
Sound Income Strategies
Florida
$1K -$28K -308 -97%
MWM
1016
MinichMacGregor Wealth Management
New York
$1K -$895 -17 -47%
1IA
1017
1834 Investment Advisors
Wisconsin
$1K
JA
1018
JOYN Advisors
Georgia
$1K
WA
1019
WealthTrust-Arizona
Arizona
$1K
PFGIA
1020
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +1 New
VRM
1021
Vectors Research Management
New York
$1K +$1K +18 New
CAG
1022
Csenge Advisory Group
Florida
$1K +$1K +23 New
WKWM
1023
Walter & Keenan Wealth Management
Indiana
$526
SSA
1024
South Street Advisors
New York
$224 +$224 +2,902 New
CF
1025
Centaurus Financial
California
$108 -$378K -3,497 -100%