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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 %
DMC
501
Drexel Morgan & Co
Pennsylvania
$887K
VCA
502
Verdence Capital Advisors
Maryland
$883K +$39K +427 +5%
HIC
503
Holderness Investments Company
North Carolina
$881K +$121K +1,330 +16%
HCMT
504
Highland Capital Management (Tennessee)
Tennessee
$879K -$4.56K -50 -0.5%
HCM
505
Hall Capital Management
Rhode Island
$876K +$876K +9,603 New
DT
506
Diversified Trust
Tennessee
$875K -$16K -175 -2%
RCM
507
Radnor Capital Management
Pennsylvania
$869K
Prudential Financial
508
Prudential Financial
New Jersey
$866K +$35.3K +387 +4%
BMC
509
Beaton Management Company
Massachusetts
$862K
TIM
510
Thornburg Investment Management
New Mexico
$855K
MWA
511
Moser Wealth Advisors
Washington
$850K -$139K -1,525 -14%
SN
512
Sittner & Nelson
Oregon
$841K +$22.8K +250 +3%
LSAG
513
Lake Street Advisors Group
New Hampshire
$836K -$27.2K -293 -3%
GC
514
Guggenheim Capital
Illinois
$820K -$266K -2,920 -25%
ABTD
515
Arvest Bank Trust Division
Oklahoma
$820K +$64.5K +707 +9%
DWT
516
Dorsey & Whitney Trust
South Dakota
$817K -$360K -3,948 -31%
CCB
517
Cutter & Co Brokerage
Missouri
$806K +$3.2K +35 +0.4%
AIM
518
Anchor Investment Management
South Carolina
$804K -$27.4K -300 -3%
CC
519
Centiva Capital
New York
$804K +$804K +8,815 New
TNB
520
Thomasville National Bank
Georgia
$802K +$28.7K +314 +4%
KFC
521
Klingenstein Fields & Co
New York
$801K -$10.9K -120 -1%
PWPS
522
Pinnacle Wealth Planning Services
Ohio
$801K +$41.4K +454 +5%
FFA
523
First Foundation Advisors
California
$799K +$6.48K +71 +0.8%
SCM
524
Salem Capital Management
Massachusetts
$798K +$27.4K +300 +4%
CFGS
525
Concourse Financial Group Securities
Alabama
$798K +$129K +1,417 +19%