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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 %
PP
826
PDS Planning
Ohio
$272K +$22.7K +248 +9%
OL
827
Optas LLC
Texas
$271K +$271K +2,967 New
HBT
828
Hills Bank & Trust
Iowa
$267K -$7.76K -85 -3%
GLA
829
Great Lakes Advisors
Illinois
$267K +$267K +2,931 New
WAAG
830
Wealth Alliance Advisory Group
Kansas
$266K -$456 -5 -0.2%
PP
831
Pacifica Partners
Canada
$261K +$2.82K +31 +1%
WT
832
Washington Trust
Rhode Island
$259K
Koshinski Asset Management
833
Koshinski Asset Management
Illinois
$257K -$91.9K -1,006 -26%
ACM
834
Allred Capital Management
Texas
$257K -$32.5K -357 -11%
CPIA
835
Cornell Pochily Investment Advisors
New York
$256K
BCP
836
Berkeley Capital Partners
Georgia
$255K -$15.3K -168 -6%
P
837
Palladiem
Pennsylvania
$255K
WI
838
Wintrust Investments
Illinois
$253K +$14.4K +158 +6%
RE
839
RBC Europe
United Kingdom
$253K +$24.6K +270 +11%
BA
840
Bristlecone Advisors
Washington
$252K -$1.7M -18,630 -87%
FC
841
Forte Capital
New York
$252K -$13.4K -147 -5%
NL
842
NWAM LLC
Washington
$252K -$1.37K -15 -0.5%
SC
843
Savant Capital
Illinois
$251K -$19.8K -217 -7%
CWM
844
Cornerstone Wealth Management
Missouri
$251K +$11.1K +121 +5%
OR
845
Olympiad Research
Connecticut
$250K
22CM
846
20/20 Capital Management
California
$248K
EFSCE
847
Enterprise Financial Services Corp (EFSC)
Missouri
$247K -$39.3K -432 -14%
BRWM
848
B. Riley Wealth Management
Tennessee
$247K +$182 +2 +0.1%
RWA
849
River Wealth Advisors
Pennsylvania
$247K +$16.5K +181 +7%
FFM
850
Fullerton Fund Management
Singapore
$246K -$141K -1,548 -37%