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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 %
AIC
1001
Ameritas Investment Company
Nebraska
$48K +$48K +552 New
GWAG
1002
Garrett Wealth Advisory Group
Texas
$47.5K +$47.5K +546 New
BCA
1003
Berman Capital Advisors
Georgia
$46K -$10.9K -127 -19%
TC
1004
Truvestments Capital
Florida
$45K -$2.37K -27 -5%
BCA
1005
Bray Capital Advisors
Florida
$45K
PCM
1006
Polaris Capital Management
Massachusetts
$43K
ST
1007
Sageworth Trust
Pennsylvania
$43K
GWS
1008
Glassman Wealth Services
Virginia
$42K
VCM
1009
Vigilant Capital Management
Maine
$42K +$6.68K +77 +19%
AIM
1010
Advantage Investment Management
Iowa
$41K -$13.1K -152 -24%
PMFA
1011
Plante Moran Financial Advisors
Michigan
$41K -$702 -8 -2%
FRA
1012
Front Row Advisors
California
$38K -$3.29K -38 -8%
PK
1013
Pflug Koory
Nebraska
$38K
BWA
1014
Burt Wealth Advisors
Maryland
$37K
ME
1015
McIlrath & Eck
Washington
$36K -$8.59K -99 -19%
FCA
1016
FinTrust Capital Advisors
South Carolina
$36K -$1.12K -13 -3%
JAM
1017
JCIC Asset Management
Ontario, Canada
$36K
BCI
1018
Brinker Capital Investments
Pennsylvania
$35K -$11.8K -136 -25%
RBC
1019
Roble Belko & Company
Pennsylvania
$35K
LGWM
1020
Litman Gregory Wealth Management
California
$35K
LWANC
1021
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K +$1.57K +18 +5%
CCM
1022
Cribstone Capital Management
Maine
$30K -$17.2K -200 -36%
FMTCOCP
1023
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30K +$23K +261 +330%
EWM
1024
Endurance Wealth Management
Rhode Island
$28K -$689K -8,000 -96%
LWA
1025
Lenox Wealth Advisors
New York
$27K +$27K +314 New