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Novartis

1,171 hedge funds and large institutions have $24.4B invested in Novartis in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 412 increasing their positions, 387 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+82
Holders Change %
+7.53%
% of All Funds
23.12%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.45%
New
156
Increased
412
Reduced
387
Closed
55
Calls
$200M
Puts
$129M
Net Calls
+$71M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FCB
1026
First Command Bank
Texas
$72K +$12.4K +131 +21%
FCFS
1027
First Command Financial Services
Texas
$72K +$12.4K +131 +21%
SIM
1028
Sonora Investment Management
Arizona
$71K -$36.9K -392 -34%
ONST
1029
Old North State Trust
North Carolina
$71K -$4.43K -47 -6%
POIA
1030
Pin Oak Investment Advisors
Texas
$71K
MF
1031
Manchester Financial
California
$71K +$71K +751 New
HWM
1032
Howard Wealth Management
Connecticut
$70K +$70K +745 New
AA
1033
AlphaMark Advisors
Kentucky
$69K
TL
1034
TrueWealth LLC
Georgia
$68K
EI
1035
Ellevest Inc
New York
$68K +$66.6K +700 +4,667%
EIP
1036
Ellis Investment Partners
Pennsylvania
$67K
AIC
1037
Ameritas Investment Company
Nebraska
$67K +$14.8K +156 +28%
GWS
1038
Glassman Wealth Services
Virginia
$67K +$21.2K +223 +46%
CG
1039
Cutler Group
California
$66K -$94.3K -1,000 -59%
SMG
1040
Spectrum Management Group
Indiana
$66K
CAC
1041
Certified Advisory Corp
Florida
$66K
JWA
1042
JFS Wealth Advisors
Pennsylvania
$64K
LWM
1043
Lenox Wealth Management
Ohio
$61K -$285 -3 -0.5%
BWM
1044
Baystate Wealth Management
Massachusetts
$59K
PWMG
1045
Prestige Wealth Management Group
New Jersey
$58K -$1.04K -11 -2%
DWA
1046
Dougherty Wealth Advisers
Minnesota
$58K
AJ
1047
Ashburton (Jersey)
Jersey
$58K
Acadian Asset Management
1048
Acadian Asset Management
Massachusetts
$58K +$58K +611 New
FBT
1049
First Bank & Trust
South Dakota
$57K -$18.1K -192 -24%
ST
1050
Smithfield Trust
Pennsylvania
$57K