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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 %
CFFP
1076
Center for Financial Planning
Michigan
$14K +$5.46K +64 +64%
LSA
1077
Lion Street Advisors
Texas
$14K +$14K +173 New
ANBT
1078
American National Bank & Trust
Texas
$12K
HCM
1079
Highlander Capital Management
New Jersey
$12K
CAN
1080
Claraphi Advisory Network
United States
$12K +$12K +144 New
ATC
1081
Adirondack Trust Company
New York
$11K
CBT
1082
Central Bank & Trust
Kentucky
$10K
CAGAS
1083
Capital Advisory Group Advisory Services
Minnesota
$10K +$10K +124 New
HS
1084
Horan Securities
United States
$10K +$10K +125 New
FGAM
1085
Financial Gravity Asset Management
Texas
$9.31K +$3.95K +48 +74%
MIFH
1086
Migdal Insurance & Financial Holdings
Israel
$9K
HGWM
1087
Harvest Group Wealth Management
Massachusetts
$9K
BWL
1088
Bogart Wealth LLC
Virginia
$9K
NC
1089
NewSquare Capital
Pennsylvania
$9K +$4.87K +59 +118%
GSC
1090
G&S Capital
Colorado
$8K -$3.24M -42,463 -100%
NIT
1091
NumerixS Investment Technologies
British Columbia, Canada
$8K -$69.2K -865 -90%
CFD
1092
Creative Financial Designs
Indiana
$8K -$1.04K -12 -12%
HFM
1093
Hartford Financial Management
Connecticut
$8K
ACM
1094
AUA Capital Management
Pennsylvania
$8K
RCA
1095
Ranch Capital Advisors
Florida
$8K
CPA
1096
Cowen Prime Advisors
New York
$8K
GWMIA
1097
Global Wealth Management Investment Advisory
Florida
$8K +$8K +103 New
MWM
1098
MBE Wealth Management
Wisconsin
$8K +$8K +103 New
WB
1099
West Bancorporation
Iowa
$7K -$16.7K -196 -71%
CAL
1100
Capital Advisors Ltd
Ohio
$7K