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Novartis

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$20.4M +$319K +4,403 +2%
Capital Fund Management (CFM)
102
Capital Fund Management (CFM)
France
$20.3M +$19.3M +265,754 +1,829%
GG
103
Gofen & Glossberg
Illinois
$20.1M -$374K -5,157 -2%
M&T Bank
104
M&T Bank
New York
$19.8M -$1.01M -13,893 -5%
MAP
105
Managed Asset Portfolios
Michigan
$19.2M +$426K +5,886 +2%
FFIC
106
First Fiduciary Investment Counsel
Ohio
$18.3M -$113K -1,553 -0.6%
PAS
107
Professional Advisory Services
Florida
$17.7M -$73.8K -1,019 -0.4%
STMM
108
South Texas Money Management
Texas
$17.7M +$17.3M +238,427 +4,302%
UCFA
109
United Capital Financial Advisors
Texas
$17.5M -$2.64M -36,397 -13%
US Bancorp
110
US Bancorp
Minnesota
$16.8M -$2.62M -36,131 -13%
Truist Financial
111
Truist Financial
North Carolina
$16.7M -$2.69M -37,119 -14%
EIA
112
Edgemoor Investment Advisors
Maryland
$16.6M -$12.5K -172 -0.1%
DSA
113
Davis Selected Advisers
Arizona
$16.6M -$9.2M -126,923 -36%
FCI
114
Financial Counselors Inc
Kansas
$16.4M +$903K +12,460 +6%
BTS
115
BB&T Securities
Virginia
$16.4M +$789K +10,897 +5%
HighTower Advisors
116
HighTower Advisors
Illinois
$16.1M -$1.53M -21,153 -9%
SI
117
Scout Investments
Missouri
$15.9M +$300K +4,146 +2%
EWA
118
Exencial Wealth Advisors
Oklahoma
$15.8M -$17.7K -244 -0.1%
MTC
119
McDaniel Terry & Co
Texas
$15.8M -$35.9K -495 -0.2%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$15.2M -$554K -7,642 -4%
TBC
121
Tweedy, Browne Co
Connecticut
$15.2M -$89.8K -1,239 -0.6%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$15.1M +$789K +10,888 +6%
BFS
123
Bradley Foster & Sargent
Connecticut
$15M -$101K -1,401 -0.7%
Massachusetts Financial Services
124
Massachusetts Financial Services
Massachusetts
$14.7M -$450K -6,215 -3%
William Blair & Company
125
William Blair & Company
Illinois
$14.6M -$8.87M -122,456 -38%