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Novartis

1,143 hedge funds and large institutions have $18.5B invested in Novartis in 2021 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 327 increasing their positions, 472 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
+64
Holders Change %
+5.93%
% of All Funds
17.65%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
156
Increased
327
Reduced
472
Closed
76
Calls
$688M
Puts
$278M
Net Calls
+$410M
Net Calls Change
+$69.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AI
476
Ariel Investments
Illinois
$930K -$692K -7,905 -43%
CAM
477
Cypress Asset Management
Texas
$928K -$18K -206 -2%
TIM
478
Thornburg Investment Management
New Mexico
$927K +$107K +1,225 +13%
A
479
Astrantus
Cyprus
$924K +$924K +10,561 New
MFA
480
Mayflower Financial Advisors
Massachusetts
$920K +$21K +240 +2%
FDCDDQ
481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$920K -$15.6K -178 -2%
GA
482
GFS Advisors
Texas
$916K
MWA
483
Moser Wealth Advisors
Washington
$915K
HIC
484
Holderness Investments Company
North Carolina
$909K +$35.2K +403 +4%
VCA
485
Verdence Capital Advisors
Maryland
$906K +$38.1K +436 +4%
DT
486
Diversified Trust
Tennessee
$905K +$79.4K +907 +10%
AWM
487
Apollon Wealth Management
South Carolina
$904K +$526K +6,013 +139%
HCMT
488
Highland Capital Management (Tennessee)
Tennessee
$901K +$30.6K +350 +4%
RWM
489
Ritholtz Wealth Management
New York
$900K +$320K +3,662 +55%
FFWA
490
FRG Family Wealth Advisors
Washington
$899K +$49.4K +565 +6%
VFA
491
Voya Financial Advisors
Connecticut
$896K +$17.8K +203 +2%
ABC
492
Associated Banc-Corp
Wisconsin
$894K -$10.9K -125 -1%
TRCT
493
Tower Research Capital (TRC)
New York
$894K +$876K +10,015 +5,008%
EWM
494
Elmwood Wealth Management
California
$887K +$887K +10,137 New
AAS
495
Avantax Advisory Services
Texas
$885K +$98.4K +1,124 +13%
RHBC
496
R.H. Bluestein & Co
Michigan
$883K
SN
497
Sittner & Nelson
Oregon
$875K +$26.3K +300 +3%
FIA
498
FNY Investment Advisers
New York
$874K -$1.96M -22,400 -69%
NRS
499
Neville Rodie & Shaw
New York
$869K
DFA
500
Delta Financial Advisors
Louisiana
$869K