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Novartis

1,127 hedge funds and large institutions have $20.7B invested in Novartis in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 408 increasing their positions, 420 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
-5
Holders Change %
-0.44%
% of All Funds
23.17%
Holding in Top 10
15
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-50%
% of All Funds
0.31%
New
83
Increased
408
Reduced
420
Closed
78
Calls
$203M
Puts
$108M
Net Calls
+$95.1M
Net Calls Change
+$44.4M
Name Holding Trade Value Shares
Change
Shares
Change %
VAG
1176
VisionPoint Advisory Group
Texas
-$207K -2,509 Closed
SAM
1177
Security Asset Management
New York
-$168K -2,039 Closed
SMFS
1178
Squar Milner Financial Services
California
-$167K -2,033 Closed
CMBA
1179
C.M. Bidwell & Associates
Hawaii
-$120K -1,450 Closed
CBT
1180
Capital Bank & Trust
California
-$117K -1,423 Closed
WQ
1181
Wealth Quarterback
New Jersey
-$116K -1,407 Closed
EWM
1182
EPG Wealth Management
Georgia
-$100K -1,211 Closed
AIC
1183
Ameritas Investment Company
Nebraska
-$100K -1,207 Closed
KFI
1184
Key Financial Inc
Pennsylvania
-$78K -948 Closed
GSWM
1185
Golden State Wealth Management
California
-$69K -838 Closed
Acadian Asset Management
1186
Acadian Asset Management
Massachusetts
-$62K -755 Closed
PCM
1187
Prelude Capital Management
New York
-$54K -655 Closed
AWA
1188
Arkadios Wealth Advisors
Georgia
-$47.2K -572 Closed
CAL
1189
Capital Analysts LLC
Pennsylvania
-$46K -553 Closed
WAP
1190
Wealthcare Advisory Partners
Pennsylvania
-$40K -484 Closed
QAM
1191
QCI Asset Management
New York
-$39K -475 Closed
AA
1192
Advisory Alpha
Michigan
-$25.6K -291 Closed
DWM
1193
Darwin Wealth Management
Florida
-$22K -271 Closed
LSA
1194
Lion Street Advisors
Texas
-$14K -173 Closed
CAN
1195
Claraphi Advisory Network
United States
-$12K -144 Closed
FGAM
1196
Financial Gravity Asset Management
Texas
-$9.31K -113 Closed
GSC
1197
G&S Capital
Colorado
-$8K -105 Closed
MWM
1198
MBE Wealth Management
Wisconsin
-$8K -103 Closed
NIT
1199
NumerixS Investment Technologies
British Columbia, Canada
-$8K -100 Closed
JFGIW
1200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$7K -78 Closed