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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 %
CA
851
Claro Advisors
Massachusetts
$246K -$91 -1 -0%
TFCP
852
Twin Focus Capital Partners
Massachusetts
$243K +$22.8K +250 +10%
LWM
853
Laidlaw Wealth Management
New York
$242K +$3.1K +34 +1%
RT
854
Rockland Trust
Massachusetts
$241K -$11.7K -128 -5%
CC
855
Chicago Capital
Illinois
$241K
MW
856
Marcum Wealth
Ohio
$240K -$27.9K -306 -10%
BAS
857
Brown Advisory Securities
Maryland
$240K +$240K +2,631 New
CL
858
CPWM LLC
Washington
$239K -$59.6K -654 -20%
VST
859
Van Strum & Towne
California
$238K +$238K +2,612 New
TAM
860
Taurus Asset Management
New York
$237K -$105K -1,150 -31%
ACA
861
Aptus Capital Advisors
Alabama
$237K -$91 -1 -0%
VCWA
862
Vanguard Capital Wealth Advisors
Colorado
$237K
SSA
863
South Street Advisors
New York
$237K
BMWM
864
Brown Miller Wealth Management
Virginia
$236K
Mitsubishi UFJ Asset Management
865
Mitsubishi UFJ Asset Management
Japan
$234K -$47.7K -524 -17%
BP
866
BBR Partners
New York
$234K -$42.1K -461 -15%
ESB
867
Essex Savings Bank
Connecticut
$234K
LCM
868
LCM Capital Management
Illinois
$234K +$3.11K +34 +1%
FMWA
869
Forvis Mazars Wealth Advisors
Missouri
$233K -$98.4K -1,078 -30%
Fiera Capital (Canada)
870
Fiera Capital (Canada)
Quebec, Canada
$233K
NCM
871
Northside Capital Management
Oregon
$232K
BCM
872
Brooktree Capital Management
Michigan
$232K
MPI
873
Mairs & Power Inc
Minnesota
$231K
IA
874
IFG Advisory
Georgia
$230K -$135K -1,477 -37%
PFM
875
Parsec Financial Management
North Carolina
$230K +$2.19K +24 +1%