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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 %
D.E. Shaw & Co
476
D.E. Shaw & Co
New York
$971K +$971K +10,641 New
FDCDDQ
477
Federation des caisses Desjardins du Quebec
Quebec, Canada
$968K -$336K -3,681 -26%
FAIM
478
Financial Advocates Investment Management
Washington
$968K -$291K -3,195 -23%
CCP
479
Corient Capital Partners
California
$967K +$123K +1,344 +15%
GA
480
GFS Advisors
Texas
$956K
BCM
481
Blume Capital Management
California
$946K +$698K +7,645 +281%
MFA
482
Mayflower Financial Advisors
Massachusetts
$945K +$158K +1,726 +20%
BCM
483
Brookstone Capital Management
Illinois
$943K +$194K +2,091 +26%
PFO
484
Pathstone Family Office
New Jersey
$943K +$296K +3,241 +46%
NHC
485
Nicholas Hoffman & Company
Georgia
$941K +$4.84K +53 +0.5%
CQS
486
Credential Qtrade Securities
$932K -$3.71M -40,614 -80%
CI
487
CX Institutional
Indiana
$931K
GW
488
GW & Wade
Massachusetts
$928K +$32.2K +353 +4%
DBRC
489
D.B. Root & Company
Pennsylvania
$925K +$50.4K +553 +6%
RHBC
490
R.H. Bluestein & Co
Michigan
$922K
NSB
491
Norway Savings Bank
Maine
$915K -$202K -2,215 -18%
RWM
492
Ritholtz Wealth Management
New York
$915K +$170K +1,861 +23%
VFA
493
Voya Financial Advisors
Connecticut
$914K -$3.2M -34,792 -78%
AC
494
Arjuna Capital
North Carolina
$908K +$20.3K +222 +2%
DFA
495
Delta Financial Advisors
Louisiana
$907K
BCM
496
BTC Capital Management
Iowa
$906K -$167K -1,832 -16%
NRS
497
Neville Rodie & Shaw
New York
$906K
GL
498
Graypoint LLC
New York
$905K -$56.3K -617 -6%
RC
499
Roundview Capital
New Jersey
$901K
VPIM
500
Vanguard Personalized Indexing Management
California
$900K -$252K -2,761 -22%