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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 %
MWM
551
Mission Wealth Management
California
$712K -$54.3K -595 -7%
CCFCSB
552
Cape Cod Five Cents Savings Bank
Massachusetts
$711K -$33.3K -365 -4%
KWM
553
Kingsview Wealth Management
Oregon
$711K +$77K +840 +12%
MIC
554
Means Investment Company
Maine
$705K
LNC
555
Lincoln National Corp
Pennsylvania
$699K +$66.1K +725 +10%
WC
556
Woodstock Corp
Massachusetts
$686K -$2.28K -25 -0.3%
AC
557
Alexandria Capital
Virginia
$685K -$67K -734 -9%
WKWM
558
Walter & Keenan Wealth Management
Indiana
$682K
CBTWT
559
Community Bank & Trust (Waco, Texas)
Texas
$682K +$136K +1,490 +25%
KIA
560
KCM Investment Advisors
California
$672K -$548K -6,010 -45%
ACS
561
Archford Capital Strategies
Illinois
$668K +$37.6K +412 +6%
EWA
562
EP Wealth Advisors
California
$665K +$75.4K +826 +13%
BWA
563
BDO Wealth Advisors
Florida
$659K +$279K +3,061 +74%
FHA
564
First Horizon Advisors
Tennessee
$655K -$631K -6,923 -49%
MSAM
565
Moloney Securities Asset Management
Missouri
$649K -$66.6K -730 -9%
RIM
566
Redwood Investment Management
Arizona
$649K
VFA
567
Valeo Financial Advisors
Indiana
$648K -$39.6K -434 -6%
NAM
568
NTV Asset Management
West Virginia
$646K
GI
569
Gradient Investments
Minnesota
$633K +$7.66K +84 +1%
FCCM
570
First City Capital Management
Georgia
$633K +$65.5K +705 +12%
CCM
571
Chilton Capital Management
Texas
$632K -$12.4M -135,564 -95%
WA
572
Wealth Alliance
New York
$632K +$61.2K +670 +11%
GCM
573
Gibraltar Capital Management
Oklahoma
$629K +$5.27K +57 +0.8%
TW
574
TrinityPoint Wealth
Connecticut
$628K -$16.3K -179 -3%
PWP
575
Principle Wealth Partners
Connecticut
$621K -$109K -1,200 -15%