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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 %
BJL
726
Brighton Jones LLC
Washington
$373K +$24.6K +269 +7%
NFG
727
Next Financial Group
Texas
$370K +$26.4K +290 +8%
PWA
728
Physician Wealth Advisors
Utah
$368K -$820 -9 -0.2%
CFA
729
Carroll Financial Associates
North Carolina
$366K -$12.6K -138 -3%
PMAS
730
PNC Managed Account Solutions
Texas
$366K +$366K +4,010 New
VCM
731
Violich Capital Management
California
$359K -$72.9K -800 -17%
MIM
732
Merrion Investment Management
New Jersey
$359K -$10K -110 -3%
AL
733
Aspiriant LLC
California
$359K +$110K +1,200 +44%
FRM
734
Fox Run Management
Connecticut
$358K +$358K +3,920 New
V
735
Veritable
Delaware
$357K -$13.1K -144 -4%
SVWAG
736
Sound View Wealth Advisors Group
Georgia
$354K -$65.5K -717 -16%
TYCC
737
Texas Yale Capital Corp
Florida
$351K
HW
738
Hancock Whitney
Mississippi
$351K +$123K +1,347 +54%
CWM
739
Circle Wealth Management
New Jersey
$350K +$58.5K +640 +20%
CHA
740
Carmichael Hill & Associates
Maryland
$347K -$9.11K -100 -3%
MCM
741
Murphy Capital Management
New Jersey
$345K -$95.6K -1,050 -22%
SFG
742
Summit Financial Group
West Virginia
$344K
PB
743
Pinnacle Bancorp
Nebraska
$344K +$1.19K +13 +0.3%
RTC
744
Riverview Trust Company
Washington
$343K
GTAM
745
Global Trust Asset Management
Florida
$342K -$16.9K -185 -5%
NDSI
746
Newman Dignan & Sheerar Inc
Rhode Island
$341K
TLCM
747
Twin Lakes Capital Management
California
$341K +$1.19K +13 +0.3%
SYBT
748
Stock Yards Bank & Trust
Kentucky
$340K +$70.9K +777 +26%
PFBT
749
Parkside Financial Bank & Trust
Missouri
$339K +$12.6K +138 +4%
SAM
750
S.A. Mason
Michigan
$336K