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Novartis

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
176
Cambridge Trust
Massachusetts
$8.87M -$3.59M -39,337 -29%
VanEck Associates
177
VanEck Associates
New York
$8.82M -$1.75M -19,149 -17%
AIA
178
Avalon Investment & Advisory
Texas
$8.59M +$1.98M +21,649 +30%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$8.57M -$1.66M -18,157 -16%
SCM
180
Sio Capital Management
New York
$8.3M +$8.3M +90,870 New
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$8.29M -$415K -4,547 -5%
SG Americas Securities
182
SG Americas Securities
New York
$8.19M +$5.86M +64,170 +252%
BCM
183
Buckhead Capital Management
Georgia
$8.18M -$413K -4,521 -5%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$8.08M -$937K -10,272 -10%
BCB
185
Brian C. Broderick
$7.99M -$940K -10,291 -11%
PMG
186
ProVise Management Group
Florida
$7.85M -$957K -10,484 -11%
Russell Investments Group
187
Russell Investments Group
United Kingdom
$7.82M -$683K -7,492 -8%
UR
188
USCA RIA
Texas
$7.68M +$910K +9,970 +13%
EVM
189
Evelyn V. Moreno
$7.63M -$851K -9,321 -10%
RFM
190
Royal Fund Management
Florida
$7.59M -$849K -9,296 -10%
CCM
191
Cohen Capital Management
California
$7.56M -$892K -9,770 -11%
First Manhattan
192
First Manhattan
New York
$7.55M -$616K -6,742 -8%
WF
193
Welch & Forbes
Massachusetts
$7.55M -$1.7M -18,646 -18%
MWNA
194
Marshall Wace North America
New York
$7.5M +$6.87M +75,231 +1,087%
FGP
195
Foyston, Gordon, & Payne
Ontario, Canada
$7.36M -$851K -9,320 -10%
UCFA
196
United Capital Financial Advisors
Texas
$7.31M -$2.46M -26,977 -25%
GG
197
Greenwood Gearhart
Arkansas
$7.24M +$220K +2,408 +3%
PA
198
Pinnacle Associates
New York
$7.08M -$797K -8,731 -10%
PHS
199
Pekin Hardy Strauss
Illinois
$7.07M -$1.36M -14,908 -16%
VV
200
Verity & Verity
South Carolina
$7.07M -$2.77M -30,342 -28%