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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 %
Jones Financial Companies
176
Jones Financial Companies
Missouri
$8.45M +$594K +8,193 +8%
CGT
177
Capital Guardian Trust
California
$8.43M +$1.2M +16,530 +17%
EA
178
Edge Advisors
Georgia
$8.29M +$1.34M +18,536 +19%
DMIC
179
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.07M +$300K +4,142 +4%
DP
180
DDD Partners
Washington
$8.06M +$226K +3,122 +3%
PA
181
Pinnacle Associates
New York
$8.01M -$362K -4,998 -4%
RFM
182
Royal Fund Management
Florida
$7.92M +$145K +1,996 +2%
GC
183
Gratus Capital
Georgia
$7.87M -$1.17M -16,218 -13%
GC
184
Guardian Capital
Ontario, Canada
$7.83M -$42.2K -583 -0.5%
WCM
185
Wallace Capital Management
Texas
$7.72M +$891K +12,293 +13%
PMG
186
ProVise Management Group
Florida
$7.58M -$139K -1,919 -2%
FBC
187
Fairfield, Bush & Co
Connecticut
$7.48M -$583K -8,043 -7%
MJP
188
Michael J. Puzo
$7.45M +$195K +2,687 +3%
M
189
MOTCO
Texas
$7.36M +$16.4K +226 +0.2%
BCB
190
Brian C. Broderick
$7.3M +$3.41K +47 +0%
CCMIC
191
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$7.21M +$388K +5,357 +6%
CIBC World Market
192
CIBC World Market
Ontario, Canada
$7.14M +$4.41M +60,835 +162%
SWK
193
Stephen W. Kidder
$7.02M -$261K -3,597 -4%
BC
194
Brinker Capital
Pennsylvania
$7.01M +$421K +5,787 +6%
Victory Capital Management
195
Victory Capital Management
Texas
$6.9M +$6.9M +95,294 New
FGP
196
Foyston, Gordon, & Payne
Ontario, Canada
$6.8M -$54.1K -747 -0.8%
GC
197
Grimes & Company
Massachusetts
$6.8M +$135K +1,867 +2%
GHA
198
GW Henssler & Associates
Georgia
$6.75M +$155K +2,137 +2%
EVM
199
Evelyn V. Moreno
$6.68M +$47.7K +659 +0.7%
GT
200
Glenmede Trust
Pennsylvania
$6.66M