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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 %
KMWM
776
Keudell/Morrison Wealth Management
Oregon
$299K +$3.67K +43 +1%
IF
777
Intrua Financial
Texas
$299K +$299K +3,450 New
PCM
778
Pointe Capital Management
Michigan
$298K -$5.65K -66 -2%
OAM
779
Occidental Asset Management
California
$298K -$3.34K -39 -1%
MSS
780
Mitchell Sinkler & Starr
Pennsylvania
$294K -$14.1K -165 -5%
PTC
781
Private Trust Company
Ohio
$294K -$13.7K -160 -4%
BHWM
782
Bar Harbor Wealth Management
New Hampshire
$294K -$5.97K -70 -2%
PFSC
783
Peoples Financial Services Corp
Pennsylvania
$293K
SCM
784
Shelton Capital Management
Colorado
$291K
TFA
785
Teamwork Financial Advisors
Texas
$291K +$6.92K +81 +2%
LW
786
Linscomb Wealth
Texas
$289K -$7.86K -92 -3%
CDH
787
Charles D. Hyman
$288K -$2.99K -35 -1%
WAM
788
Weatherly Asset Management
California
$288K +$171 +2 +0.1%
KCM
789
Kanawha Capital Management
Virginia
$287K
PTB
790
Pioneer Trust Bank
Oregon
$286K
PC
791
Port Capital
Illinois
$285K -$77K -900 -21%
PT
792
Plimoth Trust
Massachusetts
$284K -$58K -680 -17%
AWA
793
Arete Wealth Advisors
Illinois
$284K +$44.6K +521 +19%
PWMAG
794
Pinnacle Wealth Management Advisory Group
New Jersey
$283K
GRP
795
Global Retirement Partners
California
$283K +$598 +7 +0.2%
CCC
796
Crescent Capital Consulting
Louisiana
$283K +$1.89K +22 +0.7%
SMG
797
Smart Money Group
Texas
$281K +$6.66K +78 +2%
RCAG
798
Rehmann Capital Advisory Group
Michigan
$280K +$5.47K +64 +2%
CL
799
CPWM LLC
Washington
$280K +$65.2K +763 +30%
SFO
800
Standard Family Office
South Dakota
$280K +$69.9K +819 +33%