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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 %
WCF
776
West Coast Financial
California
$312K -$9.48K -104 -3%
KCM
777
Kendall Capital Management
Maryland
$312K -$9.13K -100 -3%
PFSC
778
Peoples Financial Services Corp
Pennsylvania
$312K
SCM
779
Shelton Capital Management
Colorado
$310K
WAP
780
Wealthcare Advisory Partners
Pennsylvania
$310K +$26.1K +286 +9%
CWP
781
Concord Wealth Partners
Virginia
$310K +$63.2K +694 +26%
WAM
782
Weatherly Asset Management
California
$308K
CDH
783
Charles D. Hyman
$308K
CAM
784
Cozad Asset Management
Illinois
$307K -$91.1K -998 -23%
BWP
785
BSW Wealth Partners
Colorado
$306K +$306K +3,351 New
PC
786
Port Capital
Illinois
$304K
MGIA
787
Moneta Group Investment Advisors
Missouri
$303K +$6.3K +69 +2%
SF
788
Summit Financial
New Jersey
$302K +$302K +3,311 New
KCM
789
Kanawha Capital Management
Virginia
$302K -$3.92K -43 -1%
PT
790
Plimoth Trust
Massachusetts
$302K -$1.83K -20 -0.6%
PWMAG
791
Pinnacle Wealth Management Advisory Group
New Jersey
$302K
CCC
792
Crescent Capital Consulting
Louisiana
$302K
1SB
793
1ST Source Bank
Indiana
$301K -$141K -1,547 -32%
PTC
794
Private Trust Company
Ohio
$301K -$13.5K -148 -4%
BHWM
795
Bar Harbor Wealth Management
New Hampshire
$300K -$15.3K -167 -5%
SFO
796
Stokes Family Office
Louisiana
$300K +$14.2K +156 +5%
MWM
797
Meridian Wealth Management
Kentucky
$300K +$41.1K +450 +16%
HWMA
798
Heritage Wealth Management (Arizona)
Arizona
$299K +$108K +1,189 +57%
CCM
799
Crew Capital Management
Ohio
$298K
FLI
800
Family Legacy Inc
South Carolina
$296K