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Novartis

1,117 hedge funds and large institutions have $19.7B invested in Novartis in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 346 increasing their positions, 457 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-10
Holders Change %
-0.89%
% of All Funds
22.6%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.26%
New
77
Increased
346
Reduced
457
Closed
73
Calls
$178M
Puts
$125M
Net Calls
+$53.1M
Net Calls Change
-$42M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
1076
NewSquare Capital
Pennsylvania
$9K
BWL
1077
Bogart Wealth LLC
Virginia
$9K
GWMIA
1078
Global Wealth Management Investment Advisory
Florida
$9K
JFGIW
1079
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K +$9K +98 New
CA
1080
Crewe Advisors
Utah
$9K +$9K +108 New
FBT
1081
First Bank & Trust
South Dakota
$8K
RCA
1082
Ranch Capital Advisors
Florida
$8K
AIP
1083
Ameritas Investment Partners
Nebraska
$8K +$8K +96 New
CAGAS
1084
Capital Advisory Group Advisory Services
Minnesota
$7K -$3.21K -39 -31%
AP
1085
Atwood & Palmer
Missouri
$7K
CAL
1086
Capital Advisors Ltd
Ohio
$7K
APWA
1087
Atlas Private Wealth Advisors
New Jersey
$7K
WB
1088
West Bancorporation
Iowa
$7K
CWA
1089
Carolina Wealth Advisors
South Carolina
$7K +$7K +83 New
RIA
1090
RPG Investment Advisory
California
$6K
PG
1091
Proffitt & Goodson
Tennessee
$5K -$26.7K -320 -84%
SIAP
1092
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K
BAMG
1093
Brand Asset Management Group
Missouri
$5K
HI
1094
Human Investing
Oregon
$5K
SWA
1095
Sutton Wealth Advisors
Florida
$4.61K
KFS
1096
Kelly Financial Services
Massachusetts
$4.09K
DAM
1097
Delta Asset Management
Tennessee
$4K
TWP
1098
TFO Wealth Partners
Ohio
$4K +$4K +50 New
Nisa Investment Advisors
1099
Nisa Investment Advisors
Missouri
$3K -$79.4K -900 -96%
FEG
1100
Financial Enhancement Group
Indiana
$3K