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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 %
Federated Hermes
151
Federated Hermes
Pennsylvania
$10.4M -$9.5M -131,195 -48%
SAM
152
Senzar Asset Management
New York
$10.3M -$6.27M -86,601 -38%
PSC
153
Prentiss Smith & Co
Vermont
$10.3M +$39.4K +544 +0.4%
CCM
154
Chilton Capital Management
Texas
$10.1M +$9.8M +135,488 +2,843%
FT
155
Fiduciary Trust
Massachusetts
$10M +$244K +3,366 +2%
NPF
156
Norris Perne & French
Michigan
$9.85M +$29.8K +411 +0.3%
GD
157
Grandfield & Dodd
New York
$9.79M +$251K +3,465 +3%
FNBOO
158
First National Bank of Omaha
Nebraska
$9.66M +$1.54M +21,197 +19%
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$9.62M -$40.6M -561,900 -81%
WIC
160
Wilkins Investment Counsel
Massachusetts
$9.56M +$163K +2,244 +2%
DG
161
Delek Group
Israel
$9.42M +$1.99M +26,784 +27%
TNB
162
Thomasville National Bank
Georgia
$9.37M +$333K +4,595 +4%
CT
163
Cambridge Trust
Massachusetts
$9.31M +$189K +2,607 +2%
AAMU
164
Amundi Asset Management US
Massachusetts
$9.26M +$9.26M +127,788 New
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$9.15M +$1.08M +14,874 +13%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$9.14M +$768K +10,605 +9%
TCOV
167
Trust Company of Vermont
Vermont
$9.13M +$88.4K +1,220 +1%
AAM
168
Advisors Asset Management
Colorado
$9.11M +$185K +2,473 +2%
WF
169
Welch & Forbes
Massachusetts
$9.02M +$99.4K +1,372 +1%
LPL Financial
170
LPL Financial
California
$8.92M +$1.06M +14,648 +14%
TBA
171
Tower Bridge Advisors
Pennsylvania
$8.84M +$415K +5,735 +5%
AAIM
172
American Assets Investment Management
California
$8.78M
VV
173
Verity & Verity
South Carolina
$8.77M +$76.1K +1,051 +0.9%
VW
174
Vantage Wealth
California
$8.6M +$9.35K +129 +0.1%
WAM
175
World Asset Management
Michigan
$8.45M -$3.56M -49,098 -30%