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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 %
HIA
926
Harbor Investment Advisory
Maryland
$165K +$7.1K +78 +4%
ZB
927
Zions Bancorporation
Utah
$164K +$43.2K +473 +36%
GLLW
928
Graves Light Lenhart Wealth
Virginia
$162K +$12.8K +140 +9%
DSC
929
Duncker Streett & Co
Missouri
$158K -$139K -1,525 -47%
WB
930
Webster Bank
Connecticut
$151K -$11.4K -125 -7%
PFGIA
931
Patriot Financial Group Insurance Agency
Massachusetts
$149K -$26.4K -289 -15%
AWM
932
AllSquare Wealth Management
New York
$144K -$27.7K -304 -16%
IA
933
IFP Advisors
Florida
$143K +$17.9K +196 +14%
CCA
934
Column Capital Advisors
Indiana
$141K +$9.59K +105 +7%
MHR
935
Matthew Hamilton Rosenberg
$141K +$15.5K +170 +12%
BAM
936
Belpointe Asset Management
Nevada
$140K -$4.59K -50 -3%
EW
937
Evoke Wealth
California
$139K
BFC
938
Bedel Financial Consulting
Indiana
$137K
DZ Bank
939
DZ Bank
Germany
$136K
SIM
940
Sonora Investment Management
Arizona
$133K +$29.7K +326 +29%
HWA
941
Heritage Wealth Advisors
Virginia
$132K
OCM
942
Orion Capital Management
California
$132K
PSB
943
Piscataqua Savings Bank
New Hampshire
$130K
FNBOSM
944
First National Bank of South Miami
Florida
$125K
JWM
945
Janiczek Wealth Management
Colorado
$124K +$6.31K +69 +5%
SNT
946
Security National Trust
West Virginia
$123K -$8.84K -97 -7%
CFO
947
CVA Family Office
Colorado
$123K +$15.4K +169 +14%
VCM
948
Vigilant Capital Management
Maine
$120K +$3.2K +35 +3%
FCA
949
FinTrust Capital Advisors
South Carolina
$119K +$23.3K +255 +24%
OIA
950
Optimum Investment Advisors
Illinois
$118K -$52.1K -570 -31%