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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 %
IC
576
Inscription Capital
Texas
$621K +$621K +6,806 New
WJWM
577
Williams Jones Wealth Management
New York
$620K +$43.6K +478 +8%
WB
578
WesBanco Bank
West Virginia
$620K +$79.5K +871 +15%
FWM
579
Foresight Wealth Management
Utah
$612K +$81.1K +889 +15%
BOPW
580
Brandywine Oak Private Wealth
Pennsylvania
$607K +$156K +1,708 +35%
LJAC
581
L.J. Altfest & Co
New York
$606K +$52K +570 +9%
AWC
582
Abundance Wealth Counselors
Pennsylvania
$605K +$348K +3,809 +135%
GAM
583
Griffin Asset Management
New York
$604K -$264K -2,897 -30%
WGA
584
Weather Gauge Advisory
Virginia
$604K
APA
585
American Portfolios Advisors
New York
$604K -$34.4K -377 -5%
IWM
586
IHT Wealth Management
Illinois
$602K +$27.1K +297 +5%
Lido Advisors
587
Lido Advisors
California
$601K -$80.2K -880 -12%
BFS
588
Bard Financial Services
Connecticut
$593K
GDP
589
Great Diamond Partners
Maine
$590K +$14K +154 +2%
PM
590
Penbrook Management
New York
$589K
TRCT
591
Tower Research Capital (TRC)
New York
$588K -$143K -1,564 -20%
MA
592
Montag & Associates
Georgia
$581K
HH
593
Hilltop Holdings
Texas
$581K +$2.37K +26 +0.4%
BDS
594
Banco de Sabadell
Florida
$577K +$39K +431 +7%
EFS
595
Essex Financial Services
Connecticut
$576K
EGA
596
E&G Advisors
Texas
$575K -$538K -6,298 Closed
CG
597
Caprock Group
Idaho
$574K +$199K +2,183 +53%
CIA
598
Capital Investment Advisors
Georgia
$572K +$9.21K +101 +2%
MAA
599
Mraz Amerine & Associates
California
$570K
IB
600
Intrust Bank
Kansas
$564K +$92.8K +1,017 +20%