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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 %
CIC
476
Carnegie Investment Counsel
Ohio
$929K -$25.7K -300 -3%
MWA
477
Moser Wealth Advisors
Washington
$927K +$2.14K +25 +0.2%
FFWA
478
FRG Family Wealth Advisors
Washington
$921K
FHB
479
First Hawaiian Bank
Hawaii
$912K +$30K +351 +3%
CG
480
Colony Group
Massachusetts
$905K +$165K +1,925 +22%
GL
481
Graypoint LLC
New York
$901K -$88.2K -1,032 -9%
GA
482
GFS Advisors
Texas
$895K
Luther King Capital Management (LKCM)
483
Luther King Capital Management (LKCM)
Texas
$892K -$374K -4,369 -30%
FFG
484
Fortem Financial Group
California
$885K +$4.44K +52 +0.5%
AWM
485
Altium Wealth Management
New York
$881K +$128K +1,494 +17%
NHC
486
Nicholas Hoffman & Company
Georgia
$877K +$122K +1,427 +16%
CI
487
CX Institutional
Indiana
$872K
MA
488
Mutual Advisors
Nebraska
$870K -$83K -971 -9%
RHBC
489
R.H. Bluestein & Co
Michigan
$863K
Jane Street
490
Jane Street
New York
$860K -$10.4M -121,065 -92%
NRS
491
Neville Rodie & Shaw
New York
$849K
DFA
492
Delta Financial Advisors
Louisiana
$849K
RC
493
Roundview Capital
New Jersey
$844K +$13K +152 +2%
CC
494
Cannell & Co
New York
$840K -$98.3K -1,150 -10%
GW
495
GW & Wade
Massachusetts
$839K +$385K +4,512 +85%
LOIM
496
Liberty One Investment Management
Illinois
$836K +$64.4K +754 +8%
DT
497
Diversified Trust
Tennessee
$835K +$80.1K +937 +11%
AC
498
Arjuna Capital
North Carolina
$832K +$37.4K +437 +5%
DMC
499
Drexel Morgan & Co
Pennsylvania
$831K
HCMT
500
Highland Capital Management (Tennessee)
Tennessee
$827K -$7.35K -86 -0.9%