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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 %
NP
676
NorthRock Partners
Minnesota
$418K -$13.9K -162 -3%
JA
677
JVL Associates
Michigan
$418K
RFO
678
RiverGlades Family Offices
Florida
$417K
PIMG
679
Patriot Investment Management Group
Tennessee
$417K +$20.9K +245 +5%
MCA
680
Mercer Capital Advisers
New Jersey
$416K
1SB
681
1ST Source Bank
Indiana
$414K -$1.62K -19 -0.4%
SIC
682
Salem Investment Counselors
North Carolina
$414K +$25.7K +301 +7%
MCM
683
Murphy Capital Management
New Jersey
$413K -$4.87K -57 -1%
BB
684
Busey Bank
Illinois
$411K -$32.5K -380 -7%
HDIM
685
Hanson & Doremus Investment Management
Vermont
$411K +$3.68K +43 +0.9%
MBT
686
Montecito Bank & Trust
California
$410K -$29.9K -350 -7%
BFO
687
Biltmore Family Office
North Carolina
$410K
AP
688
Appleton Partners
Massachusetts
$410K +$35.5K +415 +9%
ODCM
689
Old Dominion Capital Management
Virginia
$409K +$41.3K +484 +11%
BHC
690
Bowen Hanes & Co
Florida
$406K
VCM
691
Violich Capital Management
California
$405K
IAA
692
Independent Advisor Alliance
North Carolina
$404K +$3.68K +43 +0.9%
BL
693
Balentine LLC
Georgia
$404K +$36.9K +432 +10%
JC
694
Jacobs & Co
California
$403K
IWP
695
Icon Wealth Partners
Texas
$402K -$278K -3,258 -41%
MAFM
696
Mid Atlantic Financial Management
Pennsylvania
$402K +$4.7K +55 +1%
HI
697
Harbour Investments
Wisconsin
$402K +$402K +4,706 New
CIA
698
Cohen Investment Advisors
New Hampshire
$400K -$3.16K -37 -0.8%
SRC
699
Shufro Rose & Co
New York
$397K -$45.2K -528 -10%
JCM
700
Jacobi Capital Management
Pennsylvania
$396K -$7.52K -88 -2%