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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 %
MMPW
651
Mitchell McLeod Pugh & Williams
Alabama
$469K
VBCG
652
Valley Brook Capital Group
Pennsylvania
$469K
BL
653
Balentine LLC
Georgia
$469K +$37.8K +414 +9%
MWM
654
Mattern Wealth Management
Kansas
$467K -$69.6K -759 -13%
NP
655
NorthRock Partners
Minnesota
$466K +$20.2K +222 +5%
NNP
656
Nachman Norwood & Parrott
South Carolina
$465K -$39.2K -429 -8%
PIM
657
Penobscot Investment Management
Massachusetts
$463K -$251K -2,750 -35%
AWA
658
Aaron Wealth Advisors
Illinois
$461K +$88.7K +974 +24%
IFWM
659
Institute for Wealth Management
Colorado
$460K -$5.57K -61 -1%
AWE
660
Avidian Wealth Enterprises
Texas
$459K -$11.8K -129 -3%
AIM
661
Alhambra Investment Management
Florida
$459K
YIA
662
YHB Investment Advisors
Connecticut
$457K
PCA
663
Pallas Capital Advisors
Massachusetts
$455K +$59.5K +650 +15%
ODCM
664
Old Dominion Capital Management
Virginia
$453K +$16.2K +178 +4%
JWS
665
Juncture Wealth Strategies
Arizona
$452K -$27.7K -300 -6%
DAS
666
Dynamic Advisor Solutions
Arizona
$452K +$3.47K +38 +0.8%
AssetMark Inc
667
AssetMark Inc
California
$452K +$4.1K +45 +0.9%
DWM
668
Dakota Wealth Management
Florida
$451K +$30.3K +332 +7%
IWP
669
Icon Wealth Partners
Texas
$450K +$20.5K +224 +5%
CCG
670
Cypress Capital Group
Florida
$448K
JA
671
JVL Associates
Michigan
$447K
PIMG
672
Patriot Investment Management Group
Tennessee
$447K +$1.82K +20 +0.4%
RFO
673
RiverGlades Family Offices
Florida
$445K
ST
674
Spinnaker Trust
Maine
$443K -$18.2K -200 -4%
MCA
675
Mercer Capital Advisers
New Jersey
$443K