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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 %
HI
976
Hudock Inc
Pennsylvania
$94K +$2.05K +24 +2%
BAM
977
Barrett Asset Management
New York
$90K
FCA
978
FinTrust Capital Advisors
South Carolina
$89K -$47.8K -561 -35%
CWM
979
Cedar Wealth Management
California
$85K
CFG
980
CKW Financial Group
Hawaii
$85K
FA
981
Fortis Advisors
Pennsylvania
$85K
TAIM
982
TD Ameritrade Investment Management
Nebraska
$83K
FWM
983
Focused Wealth Management
New York
$80K +$12.3K +144 +18%
HCP
984
Hexagon Capital Partners
Arkansas
$77K -$14.7K -173 -16%
FFC
985
First Financial Corp
Indiana
$77K
LF
986
Lee Financial
Texas
$77K
EIP
987
Ellis Investment Partners
Pennsylvania
$76K
DAC
988
Dividend Assets Capital
South Carolina
$75K
KFI
989
Key Financial Inc
Pennsylvania
$73K
HR
990
Howe & Rusling
New York
$71K -$9.8K -115 -12%
BCM
991
Bourgeon Capital Management
Connecticut
$68K -$5.01M -58,966 -99%
AF
992
Advisornet Financial
Minnesota
$68K -$11.4K -133 -14%
EDRH
993
Edmond de Rothschild Holding
Switzerland
$68K
AWA
994
Arkadios Wealth Advisors
Georgia
$68K +$9.71K +115 +17%
GWS
995
Glassman Wealth Services
Virginia
$66K -$5.96K -70 -8%
IBOK
996
Independence Bank of Kentucky
Kentucky
$66K -$4.47K -52 -6%
EWA
997
Evolution Wealth Advisors
Florida
$63K -$3.84K -45 -6%
CFFP
998
Center for Financial Planning
Michigan
$63K
GWSG
999
GPS Wealth Strategies Group
Colorado
$62K +$62K +729 New
PWMG
1000
Prestige Wealth Management Group
New Jersey
$61K