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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 %
MYIA
376
Mount Yale Investment Advisors
Colorado
$1.46M +$636K +7,442 +77%
WOC
377
West Oak Capital
California
$1.46M +$10.3K +120 +0.7%
AAS
378
Annex Advisory Services
Wisconsin
$1.46M -$284K -3,319 -16%
VVP
379
Venture Visionary Partners
Ohio
$1.45M -$66K -773 -4%
IRAG
380
Investment Research & Advisory Group
Georgia
$1.45M -$7.78K -91 -0.5%
RGC
381
Roberts, Glore & Co
Illinois
$1.45M -$22.4K -262 -2%
Cetera Investment Advisers
382
Cetera Investment Advisers
Illinois
$1.45M -$142K -1,665 -9%
CCA
383
Checchi Capital Advisers
California
$1.42M +$7.1K +83 +0.5%
S
384
SimplyRich
California
$1.42M +$10.2K +119 +0.7%
KPWS
385
Kestra Private Wealth Services
Texas
$1.41M +$112K +1,311 +9%
MA
386
MUFG Americas
New York
$1.4M -$251K -2,940 -15%
RIL
387
Rothschild Investment LLC
Illinois
$1.38M
HCM
388
Hutner Capital Management
Vermont
$1.38M -$31K -362 -2%
LG
389
LaFleur & Godfrey
Michigan
$1.37M -$161K -1,887 -11%
GQG Partners
390
GQG Partners
Florida
$1.37M +$235K +2,752 +21%
PFS
391
Physicians Financial Services
North Carolina
$1.36M +$215K +2,510 +19%
SFA
392
Semmax Financial Advisors
North Carolina
$1.35M +$122K +1,422 +10%
IEFM
393
IQ EQ Fund Management
Ireland
$1.34M +$1.34M +15,671 New
RG
394
Rikoon Group
New Mexico
$1.34M -$31.1K -364 -2%
AWM
395
Avior Wealth Management
Nebraska
$1.34M -$17.2K -201 -1%
AL
396
Arnhold LLC
New York
$1.34M -$18.1K -212 -1%
Kayne Anderson Rudnick Investment Management
397
Kayne Anderson Rudnick Investment Management
California
$1.34M -$73.3K -857 -5%
PG
398
Patten Group
Tennessee
$1.33M +$2.31K +27 +0.2%
LWCFA
399
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.33M -$335K -3,920 -20%
UBS AM
400
UBS AM
Illinois
$1.33M +$199K +2,330 +18%