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Novartis

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MYIA
1151
Mount Yale Investment Advisors
Colorado
-$200K -2,325 Closed
WAS
1152
WESPAC Advisors SoCal
California
-$170K -1,981 Closed
SWM
1153
SeaCrest Wealth Management
New York
-$158K -1,834 Closed
NSIM
1154
North Star Investment Management
Illinois
-$151K -1,752 Closed
JIP
1155
JBJ Investment Partners
South Carolina
-$148K -1,720 Closed
SAS
1156
Stelac Advisory Services
New York
-$130K -1,692 Closed
CAM
1157
Columbia Asset Management
Michigan
-$140K -1,626 Closed
LFA
1158
Legacy Financial Advisors
Kentucky
-$120K -1,394 Closed
HCA
1159
Horan Capital Advisors
Ohio
-$93K -1,077 Closed
AIA
1160
Alera Investment Advisors
Illinois
-$75K -868 Closed
BBNA
1161
Bremer Bank National Association
Minnesota
-$63K -865 Closed
FC
1162
Ferris Capital
Massachusetts
-$71K -826 Closed
SAM
1163
Strategy Asset Managers
California
-$58K -672 Closed
PGWM
1164
Parisi Gray Wealth Management
New Jersey
-$58K -668 Closed
LC
1165
Lavaca Capital
Texas
-$54K -631 Closed
DBT
1166
Dubuque Bank & Trust
Iowa
-$41K -472 Closed
LPC
1167
Loeb Partners Corp
New York
-$30K -335 Closed
KIG
1168
Kessler Investment Group
Indiana
-$27K -310 Closed
AA
1169
Advisory Alpha
Michigan
-$17.9K -247 Closed
AIC
1170
Ameritas Investment Company
Nebraska
-$21K -239 Closed
CAM
1171
Close Asset Management
United Kingdom
-$19K -223 Closed
WCM
1172
WealthBridge Capital Management
Ohio
-$16K -215 Closed
KPW
1173
Kore Private Wealth
New York
-$18K -212 Closed
OWA
1174
One Wealth Advisors
California
-$11K -133 Closed
LWA
1175
Lenox Wealth Advisors
New York
-$7K -81 Closed