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Novartis

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RPC
1051
Rossmore Private Capital
Connecticut
-$90.7K -1,205 Closed
WA
1052
Winfield Associates
Ohio
-$71K -932 Closed
KJWM
1053
Kiley Juergens Wealth Management
Washington
-$65K -869 Closed
LC
1054
Landaas & Company
Wisconsin
-$53K -703 Closed
CC
1055
Claybrook Capital
Massachusetts
-$23K -307 Closed
BL
1056
Balentine LLC
Georgia
-$23K -305 Closed
SPI
1057
Santori & Peters Inc
Pennsylvania
-$19K -256 Closed
PWM
1058
Paulson Wealth Management
Illinois
-$19K -247 Closed
TA
1059
Teachers Advisors
New York
-$18K -244 Closed
VCM
1060
Versant Capital Management
Arizona
-$17K -230 Closed
WA
1061
Waverly Advisors
Alabama
-$17K -227 Closed
LCM
1062
Liberty Capital Management
Michigan
-$17K -223 Closed
CJA
1063
C-J Advisory
California
-$13K -177 Closed
CA
1064
Crewe Advisors
Utah
-$12K -160 Closed
RFWA
1065
RPg Family Wealth Advisory
Massachusetts
-$11.1K -147 Closed
GRQ
1066
Gardner Russo & Quinn
Pennsylvania
-$10K -140 Closed
RCG
1067
Ruggie Capital Group
Florida
-$9K -122 Closed
POIA
1068
Pin Oak Investment Advisors
Texas
-$9K -115 Closed
SCM
1069
Stumpf Capital Management
Arizona
-$6K -80 Closed
PRS
1070
Pinkerton Retirement Specialists
Idaho
-$4K -56 Closed
PCA
1071
Providence Capital Advisors
North Carolina
-$4K -50 Closed
PCIA
1072
Prime Capital Investment Advisors
Kansas
-$3K -38 Closed
RIA
1073
RPG Investment Advisory
California
-$2K -20 Closed