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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 %
OIA
701
OneDigital Investment Advisors
Kansas
$408K +$18.9K +207 +5%
Simplex Trading
702
Simplex Trading
Illinois
$408K +$408K +4,475 New
NSAM
703
North Star Asset Management
Wisconsin
$404K -$4.2K -46 -1%
Acadian Asset Management
704
Acadian Asset Management
Massachusetts
$404K +$76.7K +841 +23%
BFC
705
Blue Fin Capital
Rhode Island
$403K -$43.3K -475 -10%
CIAS
706
Capital Investment Advisory Services
North Carolina
$403K -$11.4K -125 -3%
ACP
707
Aveo Capital Partners
Colorado
$400K -$2.56K -28 -0.6%
FAT
708
First American Trust
California
$400K -$639 -7 -0.2%
AMIM
709
Aull & Monroe Investment Management
Alabama
$395K
QI
710
Qtron Investments
Massachusetts
$393K -$382K -4,186 -49%
LNB
711
Ledyard National Bank
$391K -$178K -1,953 -31%
ATIA
712
American Trust Investment Advisors
New Hampshire
$391K +$53.8K +589 +16%
GA
713
GoalVest Advisory
New York
$387K +$387K +4,239 New
QP
714
Quilter Plc
United Kingdom
$385K -$19.2K -210 -5%
ACA
715
Atlas Capital Advisors
Wyoming
$383K
LFA
716
Legacy Financial Advisors
Kentucky
$383K +$92.8K +1,016 +32%
SF
717
Symphony Financial
Texas
$383K +$383K +4,198 New
HCA
718
Heck Capital Advisors
Wisconsin
$382K +$34.9K +382 +10%
CIA
719
Choate Investment Advisors
Massachusetts
$380K +$1.37K +15 +0.4%
FPFS
720
First Personal Financial Services
North Carolina
$378K -$9.12K -100 -2%
AIIMS
721
Analyst IMS Investment Management Services
Israel
$375K -$214K -2,350 -36%
AS
722
Altshuler Shaham
Israel
$375K
EIM
723
Essex Investment Management
Massachusetts
$374K -$112K -1,225 -23%
AP
724
Appleton Partners
Massachusetts
$373K -$64.8K -709 -15%
PWLP
725
Prio Wealth Limited Partnership
Massachusetts
$373K -$27.3K -299 -7%