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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 %
PCP
901
Proficio Capital Partners
Massachusetts
$214K -$365 -4 -0.2%
IIC
902
Ironwood Investment Counsel
Arizona
$213K +$213K +2,337 New
PWM
903
Perigon Wealth Management
California
$212K +$212K +2,328 New
RCM
904
RNC Capital Management
California
$211K +$211K +2,316 New
SXL
905
Summit X LLC
Missouri
$209K -$8.52K -94 -4%
EIP
906
Epoch Investment Partners
New York
$208K -$8.96K -98 -4%
AWA
907
Arete Wealth Advisors
Illinois
$207K +$7.45K +124 +4%
ACWM
908
Adams Chetwood Wealth Management
North Carolina
$206K -$9.12K -100 -4%
NEAM
909
New England Asset Management
Connecticut
$205K
OCG
910
Opus Capital Group
Ohio
$204K -$41.6K -455 -17%
MA
911
Mezzasalma Advisors
New Jersey
$204K +$204K +2,231 New
MPCG
912
Matrix Private Capital Group
New York
$204K +$204K +2,233 New
LA
913
LVW Advisors
New York
$204K +$204K +2,234 New
9WM
914
9258 Wealth Management
Ohio
$203K -$50.4K -552 -20%
AWA
915
Arkadios Wealth Advisors
Georgia
$202K +$129K +1,417 +176%
FFS
916
Founders Financial Securities
Maryland
$202K +$202K +2,217 New
AIP
917
Almanack Investment Partners
Pennsylvania
$200K -$316K -3,462 -61%
CBT
918
CoreFirst Bank & Trust
Kansas
$195K
BWP
919
Baldwin Wealth Partners
Massachusetts
$192K -$6.37K -70 -3%
CT
920
Clearstead Trust
Maine
$189K
FPB
921
First PREMIER Bank
South Dakota
$188K
TFS
922
TrustCore Financial Services
Tennessee
$183K -$27.1K -297 -13%
NSIM
923
North Star Investment Management
Illinois
$179K +$4.93K +54 +3%
JWA
924
JFS Wealth Advisors
Pennsylvania
$173K +$12.7K +139 +8%
CSPIA
925
Cary Street Partners Investment Advisory
Virginia
$171K +$70.1K +770 +70%