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Novartis

1,134 hedge funds and large institutions have $18.6B invested in Novartis in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 416 increasing their positions, 443 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,134
Holders Change
-41
Holders Change %
-3.49%
% of All Funds
19.97%
Holding in Top 10
4
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-71.43%
% of All Funds
0.07%
New
72
Increased
416
Reduced
443
Closed
101
Calls
$239M
Puts
$124M
Net Calls
+$116M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MAA
601
Mraz Amerine & Associates
California
$534K
SS
602
Sunbelt Securities
Texas
$531K -$29.6K -347 -5%
CIA
603
Capital Investment Advisors
Georgia
$527K -$20.3K -238 -4%
CNC
604
Canandaigua National Corp
New York
$523K -$50.4K -590 -9%
IP
605
Intellectus Partners
California
$520K -$4.36K -51 -0.8%
LJAC
606
L.J. Altfest & Co
New York
$519K +$39.1K +458 +8%
ACM
607
Argyle Capital Management
Pennsylvania
$517K
SC
608
Schulhoff & Co
Ohio
$516K
CK
609
Cohen Klingenstein
New York
$513K
RWA
610
Ropes Wealth Advisors
Massachusetts
$513K +$40.4K +462 +9%
CBTWT
611
Community Bank & Trust (Waco, Texas)
Texas
$511K +$11.7K +137 +2%
LPIC
612
LeJeune Puetz Investment Counsel
Michigan
$509K
DTC
613
Davidson Trust Company
Washington
$507K -$22.1K -259 -4%
BDS
614
Banco de Sabadell
Florida
$507K -$10.1K -119 -2%
WB
615
WesBanco Bank
West Virginia
$506K +$506K +5,926 New
CA
616
Cullinan Associates
Kentucky
$505K
MWM
617
Mattern Wealth Management
Kansas
$500K -$482K -5,638 -49%
MSFP
618
Mark Sheptoff Financial Planning
Connecticut
$500K -$47K -550 -9%
CG
619
CFO4Life Group
Texas
$500K +$16.4K +192 +3%
PL
620
Plancorp LLC
Missouri
$498K -$40.9K -479 -8%
FWM
621
Foresight Wealth Management
Utah
$498K +$148K +1,726 +42%
SAM
622
Security Asset Management
New York
$497K +$145K +1,700 +41%
MHS
623
M Holdings Securities
Oregon
$493K +$493K +5,767 New
OPA
624
Old Port Advisors
Maine
$492K +$123K +1,445 +34%
HSA
625
HBK Sorce Advisory
Pennsylvania
$490K +$23.8K +278 +5%