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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 %
OC
526
Oarsman Capital
Wisconsin
$797K -$942K -10,319 -54%
LDB
527
Lee, Danner & Bass
Tennessee
$795K -$6.84K -75 -0.9%
Diamond Hill Capital Management
528
Diamond Hill Capital Management
Ohio
$793K +$104K +1,135 +15%
CTC
529
Central Trust Company
Missouri
$792K +$18.2K +200 +2%
CC
530
Cannell & Co
New York
$787K -$109K -1,200 -12%
Kovitz Investment Group Partners
531
Kovitz Investment Group Partners
Illinois
$773K -$35.6K -390 -4%
JDR
532
Jay D. Rosenbaum
$773K +$53.9K +590 +7%
DA
533
Dillon & Associates
Michigan
$769K
PFWA
534
Paces Ferry Wealth Advisors
Georgia
$767K +$3.74K +41 +0.5%
CG
535
Colony Group
Massachusetts
$763K -$203K -2,226 -21%
CCM
536
Covington Capital Management
California
$752K +$6.85K +75 +0.9%
VA
537
Valmark Advisers
Ohio
$752K +$14.4K +158 +2%
ATPW
538
Ashton Thomas Private Wealth
Arizona
$748K +$748K +8,195 New
BP
539
Ballentine Partners
Massachusetts
$740K -$913 -10 -0.1%
GIA
540
Gladstone Institutional Advisory
Florida
$740K +$339K +3,713 +84%
LF
541
Lantz Financial
Illinois
$738K -$7.85K -86 -1%
FTDI
542
First Trust Direct Indexing
Massachusetts
$735K +$735K +8,052 New
AAM
543
AR Asset Management
California
$734K
CB
544
Community Bank
New York
$730K
QCG
545
Quadrant Capital Group
Ohio
$730K +$28.3K +310 +4%
CA
546
Cetera Advisors
Colorado
$728K -$4.65K -51 -0.6%
WP
547
WealthSource Partners
California
$717K -$138K -1,515 -16%
AAS
548
Avantax Advisory Services
Texas
$716K +$98.2K +1,078 +16%
MAM
549
Marotta Asset Management
Virginia
$713K +$105K +1,142 +17%
TCWM
550
Total Clarity Wealth Management
Illinois
$713K -$18.3K -200 -2%