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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 %
BCA
1026
Bray Capital Advisors
Florida
$40K
LGWM
1027
Litman Gregory Wealth Management
California
$40K
BNP Paribas Financial Markets
1028
BNP Paribas Financial Markets
France
$39.4K -$20.9K -245 -35%
RWB
1029
RMR Wealth Builders
New Jersey
$39K +$26.9K +314 +223%
BMD
1030
Better Money Decisions
New Mexico
$39K +$39K +453 New
RBC
1031
Roble Belko & Company
Pennsylvania
$38K
HC
1032
Hoese & Co
Minnesota
$38K +$38K +450 New
FRA
1033
Front Row Advisors
California
$37K -$86 -1 -0.2%
POIA
1034
Pin Oak Investment Advisors
Texas
$37K
ME
1035
McIlrath & Eck
Washington
$37K +$4.66K +54 +14%
GEA
1036
Glen Eagle Advisors
New Jersey
$36.2K
MAM
1037
Meeder Asset Management
Ohio
$36K +$27.2K +319 +310%
TAM
1038
Tucker Asset Management
Colorado
$35.8K +$17.2K +201 +92%
ONST
1039
Old North State Trust
North Carolina
$35K -$12.1K -141 -26%
KPCM
1040
Kings Point Capital Management
New York
$35K
BC
1041
Barnett & Company
Tennessee
$34K
PMFA
1042
Plante Moran Financial Advisors
Michigan
$34K +$87 +1 +0.3%
RIM
1043
Rockbridge Investment Management
New York
$31K +$6.78K +80 +28%
LWA
1044
Lenox Wealth Advisors
New York
$30K -$22.4K -263 -43%
FCFS
1045
First Command Financial Services
Texas
$30K -$22.6K -262 -43%
FCB
1046
First Command Bank
Texas
$30K -$22.6K -262 -43%
SL
1047
Savior LLC
Massachusetts
$30K
TFM
1048
TFC Financial Management
Massachusetts
$29K
KTC
1049
Kistler-Tiffany Companies
Pennsylvania
$27K +$7.53K +89 +39%
SWM
1050
Selective Wealth Management
Virginia
$26K -$4.49K -52 -15%