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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 %
CAC
1001
Certified Advisory Corp
Florida
$58K +$166 +2 +0.3%
SMG
1002
Spectrum Management Group
Indiana
$57K
SWM
1003
Sugarloaf Wealth Management
Georgia
$56K -$10K -122 -15%
JWA
1004
JFS Wealth Advisors
Pennsylvania
$56K
PCM
1005
Prelude Capital Management
New York
$54K -$890K -10,800 -94%
OPS
1006
Orion Portfolio Solutions
Nebraska
$53K +$24.2K +293 +84%
KPW
1007
Kore Private Wealth
New York
$52K +$30.3K +367 +140%
DWA
1008
Dougherty Wealth Advisers
Minnesota
$51K
FCFS
1009
First Command Financial Services
Texas
$50K -$12.3K -150 -20%
FCB
1010
First Command Bank
Texas
$50K -$12.3K -150 -20%
AJ
1011
Ashburton (Jersey)
Jersey
$50K
LF
1012
Lee Financial
Texas
$49K
KAS
1013
Kemnay Advisory Services
New York
$49K
AWA
1014
Artemis Wealth Advisors
New York
$48.4K
AWA
1015
Arkadios Wealth Advisors
Georgia
$47.2K +$4.12K +50 +10%
PA
1016
Procyon Advisors
Connecticut
$47K -$32.1K -386 -41%
LWM
1017
Lenox Wealth Management
Ohio
$47K -$5.2K -64 -10%
JAM
1018
JCIC Asset Management
Ontario, Canada
$47K +$12.9K +155 +38%
CAL
1019
Capital Analysts LLC
Pennsylvania
$46K
AF
1020
Allworth Financial
California
$46K +$4.16K +51 +10%
EW
1021
Evoke Wealth
California
$45.3K -$144K -1,740 -76%
FMP
1022
Financial Management Professionals
Texas
$45K
FRA
1023
Front Row Advisors
California
$44K +$8.82K +103 +25%
ST
1024
Sageworth Trust
Pennsylvania
$43K
BWM
1025
Baystate Wealth Management
Massachusetts
$42K -$9.47K -115 -18%