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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 %
MAM
1051
Marquette Asset Management
Minnesota
$26K
CLOS
1052
Compagnie Lombard Odier SCmA
Switzerland
$26K
FP
1053
Fiduciary Planning
Florida
$26K +$12.5K +144 +93%
TCM
1054
Tradewinds Capital Management
Washington
$25K
CA
1055
Centerpoint Advisors
Massachusetts
$24K
PWA
1056
Phoenix Wealth Advisors
North Carolina
$24K
SC
1057
Solstein Capital
California
$24K +$24K +275 New
CFD
1058
Creative Financial Designs
Indiana
$23K
BWL
1059
Bogart Wealth LLC
Virginia
$23K +$10K +119 +77%
FMTCOCP
1060
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K
PCFFS
1061
Pacific Center for Financial Services
California
$21K
AF
1062
Allworth Financial
California
$20K -$4.98K -57 -20%
SC
1063
Sawyer & Company
Massachusetts
$20K
PO
1064
Private Ocean
California
$19K -$86.1K -983 -82%
MFA
1065
McClarren Financial Advisors
Pennsylvania
$19K +$438 +5 +2%
SIAP
1066
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K +$13.6K +160 +254%
MWP
1067
Meridian Wealth Partners
Pennsylvania
$19K +$19K +223 New
GAM
1068
Grandview Asset Management
Pennsylvania
$18K +$18K +205 New
WWM
1069
Wagner Wealth Management
South Carolina
$18K +$18K +210 New
CTB
1070
Country Trust Bank
Illinois
$17K -$3.07K -35 -15%
TC
1071
Trust Company
Kansas
$17K -$2.72K -32 -14%
TF
1072
TimeScale Financial
Massachusetts
$17K
APWM
1073
Atlas Private Wealth Management
New York
$17K
MAWCM
1074
Mine & Arao Wealth Creation & Management
California
$17K
M1FG
1075
Mach-1 Financial Group
Arkansas
$17K