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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 %
WWM
876
Western Wealth Management
Colorado
$228K +$228K +2,493 New
CBFP
877
Cedar Brook Financial Partners
Ohio
$228K +$228K +2,503 New
SIC
878
Shoker Investment Counsel
Ohio
$227K -$62.9K -691 -22%
LWM
879
Liberty Wealth Management
California
$227K +$10.5K +115 +5%
RIA
880
Realta Investment Advisors
Delaware
$226K -$13.3K -146 -6%
DDPIC
881
Deroy & Devereaux Private Investment Counsel
Michigan
$226K
PCS
882
Personal CFO Solutions
New Jersey
$225K -$36.3K -398 -14%
SSWM
883
Sheets Smith Wealth Management
North Carolina
$224K -$7.31K -80 -3%
MFG
884
Magnus Financial Group
New York
$224K
GB
885
Goepper Burkhardt
South Carolina
$224K
PCG
886
Private Capital Group
Connecticut
$224K +$36.4K +399 +19%
BFM
887
Boothbay Fund Management
New York
$223K -$509K -5,578 -70%
FMW
888
Farr Miller & Washington
District of Columbia
$223K
FMC
889
First Merchants Corp
Indiana
$222K -$54K -591 -20%
FFN
890
Focus Financial Network
Minnesota
$221K -$11K -120 -5%
TSW
891
Thompson Siegel & Walmsley
Virginia
$221K -$22.8K -250 -9%
TFA
892
Tranquilli Financial Advisor
New Jersey
$221K -$1.28K -14 -0.6%
RIA
893
Regal Investment Advisors
Michigan
$221K +$221K +2,424 New
IRAG
894
Investment Research & Advisory Group
Georgia
$220K -$1.33M -14,575 -86%
WPP
895
Whalerock Point Partners
Rhode Island
$218K
OIM
896
Oder Investment Management
California
$218K -$18.2K -200 -8%
CFS
897
CRA Financial Services
New Jersey
$216K -$2.28K -25 -1%
CIC
898
Crawford Investment Counsel
Georgia
$216K
MIP
899
Marietta Investment Partners
Wisconsin
$216K +$216K +2,362 New
GLA
900
Good Life Advisors
Pennsylvania
$215K -$9.47K -104 -4%