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Novartis

1,127 hedge funds and large institutions have $20.7B invested in Novartis in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 408 increasing their positions, 420 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
-5
Holders Change %
-0.44%
% of All Funds
23.17%
Holding in Top 10
15
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-50%
% of All Funds
0.31%
New
83
Increased
408
Reduced
420
Closed
78
Calls
$203M
Puts
$108M
Net Calls
+$95.1M
Net Calls Change
+$44.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MF
1026
Manchester Financial
California
$43K
WEC
1027
Winslow Evans & Crocker
Massachusetts
$42K
EWP
1028
Engrave Wealth Partners
Texas
$42K
LGWM
1029
Litman Gregory Wealth Management
California
$41K
BCA
1030
Bray Capital Advisors
Florida
$41K
HFA
1031
Hoover Financial Advisors
Pennsylvania
$40K +$40K +457 New
POIA
1032
Pin Oak Investment Advisors
Texas
$38K
PK
1033
Pflug Koory
Nebraska
$37K
BWA
1034
Burt Wealth Advisors
Maryland
$37K
ME
1035
McIlrath & Eck
Washington
$37K +$1.57K +18 +4%
OPS
1036
Orion Portfolio Solutions
Nebraska
$36K -$20.6K -234 -36%
EW
1037
Evoke Wealth
California
$36K -$12.6K -142 -26%
WCG
1038
Weaver Consulting Group
California
$36K +$11.4K +130 +46%
BC
1039
Barnett & Company
Tennessee
$35K
RBC
1040
Roble Belko & Company
Pennsylvania
$35K
GEA
1041
Glen Eagle Advisors
New Jersey
$35K +$6.12K +70 +21%
TL
1042
TrueWealth LLC
Georgia
$33K -$8.76K -99 -21%
PMFA
1043
Plante Moran Financial Advisors
Michigan
$33K -$2.61K -30 -7%
PG
1044
Proffitt & Goodson
Tennessee
$33K +$33K +380 New
SL
1045
Savior LLC
Massachusetts
$31K -$2.72K -31 -8%
JSC
1046
Jackson Square Capital
California
$29K +$1.9K +22 +7%
CFD
1047
Creative Financial Designs
Indiana
$29K +$21K +241 +262%
IFAM
1048
Institutional & Family Asset Management
Colorado
$29K +$26.5K +303 +1,045%
EWM
1049
Endurance Wealth Management
Rhode Island
$28K
TCM
1050
Tradewinds Capital Management
Washington
$26K