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Novartis

1,134 hedge funds and large institutions have $18.6B invested in Novartis in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 416 increasing their positions, 443 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,134
Holders Change
-41
Holders Change %
-3.49%
% of All Funds
19.97%
Holding in Top 10
4
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-71.43%
% of All Funds
0.07%
New
72
Increased
416
Reduced
443
Closed
101
Calls
$239M
Puts
$124M
Net Calls
+$116M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MCG
351
MACRO Consulting Group
New Jersey
$1.72M +$5.9K +69 +0.3%
CM
352
Caption Management
Oklahoma
$1.71M +$1.71M +20,000 New
AMG
353
Advisors Management Group
Wisconsin
$1.71M -$12.7K -149 -0.7%
HFA
354
HC Financial Advisors
California
$1.7M +$37.5K +439 +2%
CCC
355
Chelsea Counsel Company
California
$1.69M
GIP
356
Greatmark Investment Partners
Georgia
$1.69M -$33.3K -390 -2%
Toronto Dominion Bank
357
Toronto Dominion Bank
Ontario, Canada
$1.69M +$18.6K +217 +1%
CSPAM
358
Cary Street Partners Asset Management
Virginia
$1.68M -$539K -38,237 -24%
MCM
359
McKinley Capital Management
Alaska
$1.68M -$19.1K -224 -1%
ST
360
Somerset Trust
Pennsylvania
$1.67M +$40.8K +478 +3%
LBC
361
Lowe Brockenbrough & Co
Virginia
$1.64M +$13.4K +157 +0.8%
OC
362
Oarsman Capital
Wisconsin
$1.63M -$429K -5,017 -21%
S
363
SignatureFD
Georgia
$1.6M +$13.2K +155 +0.8%
CT
364
Coastline Trust
Rhode Island
$1.57M -$14.5K -170 -0.9%
IWC
365
Integrated Wealth Concepts
Massachusetts
$1.56M +$212K +2,475 +16%
BFO
366
Boston Family Office
Massachusetts
$1.55M -$55.2K -631 -3%
LWAC
367
Laurel Wealth Advisors (California)
California
$1.55M -$61.4K -718 -4%
CBN
368
Cadence Bank NA
Texas
$1.54M -$249K -2,908 -14%
BTWM
369
Baker Tilly Wealth Management
Wisconsin
$1.54M +$937K +10,966 +156%
III
370
Independent Investors Inc
New York
$1.53M
BEAM
371
Baker Ellis Asset Management
Washington
$1.52M -$78.6K -920 -5%
AWM
372
Aevitas Wealth Management
Massachusetts
$1.5M +$785K +9,187 +110%
SIA
373
Sit Investment Associates
Minnesota
$1.5M
HNB
374
Huntington National Bank
Ohio
$1.49M +$5.64K +66 +0.4%
PCA
375
Providence Capital Advisors
North Carolina
$1.47M +$31.8K +372 +2%