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Novartis

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
151
Jones Financial Companies
Missouri
$10.4M +$149K +1,710 +1%
MIM
152
Martin Investment Management
Florida
$10.4M -$1.18M -13,630 -10%
TBA
153
Tower Bridge Advisors
Pennsylvania
$10M +$214K +2,425 +2%
CSIC
154
Clifford Swan Investment Counsel
California
$10M -$1.25M -14,339 -11%
ECG
155
Edge Capital Group
Georgia
$9.95M -$303K -3,489 -3%
OCAM
156
Onex Canada Asset Management
Ontario, Canada
$9.91M -$2.68M -30,820 -21%
AAM
157
Advisors Asset Management
Colorado
$9.64M -$103K -1,188 -1%
GHA
158
GW Henssler & Associates
Georgia
$9.63M +$193K +2,223 +2%
TCOV
159
Trust Company of Vermont
Vermont
$9.57M -$160K -1,846 -2%
FT
160
Fiduciary Trust
Massachusetts
$9.54M +$285K +3,282 +3%
RCYC
161
Richard C. Young & Co
Rhode Island
$9.54M +$79.1K +910 +0.8%
AAIM
162
American Assets Investment Management
California
$9.44M
TG
163
TCW Group
California
$9.13M +$22.1K +254 +0.2%
DP
164
DDD Partners
Washington
$9M -$16.6K -191 -0.2%
GF
165
Gabelli Funds
New York
$8.69M
MJP
166
Michael J. Puzo
$8.69M +$179K +2,065 +2%
RG
167
Rathbones Group
United Kingdom
$8.59M +$8.59M +98,887 New
AIA
168
Avalon Investment & Advisory
Texas
$8.51M +$340K +3,909 +4%
CT
169
Cambridge Trust
Massachusetts
$8.45M +$2.17K +25 +0%
BC
170
Brinker Capital
Pennsylvania
$8.37M -$354K -4,055 -4%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$8.08M
CTA
172
Carillon Tower Advisers
Florida
$8M -$8.23M -94,715 -51%
BCM
173
Buckhead Capital Management
Georgia
$7.95M +$164K +1,893 +2%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$7.85M -$307K -3,537 -4%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$7.64M -$253K -2,911 -3%