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Novartis

1,118 hedge funds and large institutions have $19.8B invested in Novartis in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 401 increasing their positions, 411 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
-16
Holders Change %
-1.41%
% of All Funds
19.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
73
Increased
401
Reduced
411
Closed
79
Calls
$251M
Puts
$110M
Net Calls
+$140M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
OPA
451
Old Port Advisors
Maine
$1.11M +$576K +6,231 +108%
LC
452
LCNB Corp
Ohio
$1.1M -$10.4K -114 -0.9%
FFG
453
Fortem Financial Group
California
$1.1M +$154K +1,690 +16%
WFI
454
West Family Investments
California
$1.1M +$1.1M +12,045 New
AC
455
Abbrea Capital
California
$1.08M
TF
456
TIAA FSB
Florida
$1.08M -$32.5K -356 -3%
PA
457
Parallel Advisors
California
$1.07M +$318K +3,484 +42%
SWP
458
Stratos Wealth Partners
Ohio
$1.07M -$90.7K -994 -8%
RPSA
459
Richard P. Slaughter Associates
Texas
$1.06M -$91 -1 -0%
JFA
460
JNBA Financial Advisors
Minnesota
$1.05M
SPC
461
Sigma Planning Corp
Michigan
$1.05M -$30.2K -331 -3%
HCM
462
Hutner Capital Management
Vermont
$1.03M -$434K -4,761 -30%
GWM
463
Greenwich Wealth Management
Connecticut
$1.03M
AWP
464
Accretive Wealth Partners
New Jersey
$1.02M +$147K +1,609 +17%
CIC
465
Carnegie Investment Counsel
Ohio
$1.01M +$23K +252 +2%
CP
466
Covenant Partners
Tennessee
$1.01M -$299K -3,282 -23%
EWM
467
Elmwood Wealth Management
California
$1.01M +$2.28K +25 +0.2%
CAM
468
Cypress Asset Management
Texas
$1M -$135K -1,481 -12%
MA
469
Mutual Advisors
Nebraska
$992K +$62.8K +688 +7%
FHB
470
First Hawaiian Bank
Hawaii
$986K +$13.6K +149 +1%
FFWA
471
FRG Family Wealth Advisors
Washington
$983K
1CP
472
17 Capital Partners
Arizona
$982K +$982K +10,768 New
ABC
473
Associated Banc-Corp
Wisconsin
$977K -$156K -1,703 -14%
PGAM
474
Princeton Global Asset Management
New Jersey
$977K -$43.1K -472 -4%
LOIM
475
Liberty One Investment Management
Illinois
$977K +$84.2K +923 +9%