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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 %
MF
1026
Manchester Financial
California
$41K -$21.3K -257 -34%
PCM
1027
Polaris Capital Management
Massachusetts
$41K
WEC
1028
Winslow Evans & Crocker
Massachusetts
$40K -$51.4K -612 -56%
WAP
1029
Wealthcare Advisory Partners
Pennsylvania
$40K
EWP
1030
Engrave Wealth Partners
Texas
$40K
TL
1031
TrueWealth LLC
Georgia
$39K -$20.7K -250 -35%
QAM
1032
QCI Asset Management
New York
$39K -$8.21K -100 -17%
LGWM
1033
Litman Gregory Wealth Management
California
$39K -$5.07K -61 -12%
BCA
1034
Bray Capital Advisors
Florida
$39K
POIA
1035
Pin Oak Investment Advisors
Texas
$36K -$25.5K -310 -41%
PK
1036
Pflug Koory
Nebraska
$35K -$1.08K -13 -3%
BWA
1037
Burt Wealth Advisors
Maryland
$35K
ME
1038
McIlrath & Eck
Washington
$34K +$1.17K +14 +4%
PMFA
1039
Plante Moran Financial Advisors
Michigan
$34K +$2.49K +30 +8%
BC
1040
Barnett & Company
Tennessee
$33K -$1.97K -24 -6%
RBC
1041
Roble Belko & Company
Pennsylvania
$33K
SL
1042
Savior LLC
Massachusetts
$32K -$6.67K -80 -17%
TFGT
1043
TS Financial Group (TSFG)
Illinois
$28K +$2.63K +32 +10%
GEA
1044
Glen Eagle Advisors
New Jersey
$27.2K
EWM
1045
Endurance Wealth Management
Rhode Island
$27K -$14K -168 -34%
LWA
1046
Lenox Wealth Advisors
New York
$26K
LWANC
1047
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K +$1.59K +19 +7%
JSC
1048
Jackson Square Capital
California
$26K +$1.66K +20 +7%
AA
1049
Advisory Alpha
Michigan
$25.6K +$25.6K +291 New
MAM
1050
Marquette Asset Management
Minnesota
$25K +$25K +300 New