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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 %
JFGIW
1101
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$2.06K +23 +42%
HIM
1102
Hillsdale Investment Management
Ontario, Canada
$7K +$7K +80 New
VCM
1103
Vigilant Capital Management
Maine
$6K -$90.2K -1,157 -94%
AP
1104
Atwood & Palmer
Missouri
$6K
RIA
1105
RPG Investment Advisory
California
$6K
DTIM
1106
Danda Trouve Investment Management
Kansas
$6K +$2K +25 +50%
PCMK
1107
Paragon Capital Management (Kansas)
Kansas
$6K +$6K +71 New
FCH
1108
Freestone Capital Holdings
Washington
$5.62K +$2.14K +25,941 +61%
BAMG
1109
Brand Asset Management Group
Missouri
$5K
AC
1110
AlphaCore Capital
California
$5K +$5K +55 New
SIAP
1111
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K +$5K +63 New
SWA
1112
Sutton Wealth Advisors
Florida
$4.37K
TPWA
1113
TRUE Private Wealth Advisors
Oregon
$4K -$234K -3,094 -98%
MAM
1114
Meeder Asset Management
Ohio
$4K -$3.65K -42 -48%
HWM
1115
HighMark Wealth Management
Minnesota
$4K -$68 -1 -2%
SIS
1116
Sound Income Strategies
Florida
$4K +$4K +50 New
KFS
1117
Kelly Financial Services
Massachusetts
$3.88K
LFG
1118
LifePlan Financial Group
Ohio
$3K
FEG
1119
Financial Enhancement Group
Indiana
$3K
AW
1120
Avion Wealth
Texas
$3K +$3K +33 New
CWA
1121
Core Wealth Advisors
Florida
$3K +$3K +36 New
LWA
1122
Lowe Wealth Advisors
Maryland
$2K
CCM
1123
Cribstone Capital Management
Maine
$2K
IFAM
1124
Institutional & Family Asset Management
Colorado
$2K
AIC
1125
Archer Investment Corporation
Indiana
$2K