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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 %
DDPIC
901
Deroy & Devereaux Private Investment Counsel
Michigan
$212K
LWM
902
Liberty Wealth Management
California
$212K
MFG
903
Magnus Financial Group
New York
$210K -$1.88K -22 -0.9%
CWS
904
Cypress Wealth Services
California
$210K +$7.95K +93 +4%
GLA
905
Good Life Advisors
Pennsylvania
$210K +$10.1K +119 +5%
RBFC
906
Roman Butler Fullerton & Co
Missouri
$210K +$210K +2,406 New
KA
907
Kovack Advisors
Florida
$209K -$3.76K -44 -2%
GB
908
Goepper Burkhardt
South Carolina
$209K
MJB
909
Mark J. Bradley
$208K -$184K -2,148 -47%
TFA
910
Tranquilli Financial Advisor
New Jersey
$208K -$13.5K -158 -6%
TCB
911
Texas Capital Bancshares
Texas
$208K -$2.22K -26 -1%
FMW
912
Farr Miller & Washington
District of Columbia
$208K
SXL
913
Summit X LLC
Missouri
$208K +$780 +9 +0.4%
TFCP
914
Twin Focus Capital Partners
Massachusetts
$207K -$146K -1,706 -41%
BBA
915
BLB&B Advisors
Pennsylvania
$206K -$161K -1,883 -44%
AIP
916
ARS Investment Partners
New York
$205K
CFS
917
CRA Financial Services
New Jersey
$205K
WPP
918
Whalerock Point Partners
Rhode Island
$204K
EIP
919
Epoch Investment Partners
New York
$203K +$12.7K +149 +7%
CIC
920
Crawford Investment Counsel
Georgia
$202K -$31.1K -364 -13%
CAG
921
Csenge Advisory Group
Florida
$202K -$13.2K -151 -6%
ACWM
922
Adams Chetwood Wealth Management
North Carolina
$202K -$8.47K -99 -4%
PCP
923
Proficio Capital Partners
Massachusetts
$201K +$201K +2,350 New
DWM
924
Defined Wealth Management
Oregon
$200K -$54.8K -640 -22%
TFS
925
TrustCore Financial Services
Tennessee
$197K +$20.6K +241 +12%