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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 %
LDB
526
Lee, Danner & Bass
Tennessee
$758K -$4.37K -50 -0.6%
MG
527
Mather Group
Illinois
$758K +$267K +3,048 +54%
TC
528
TownSquare Capital
Utah
$757K -$152K -1,732 -17%
BP
529
Ballentine Partners
Massachusetts
$756K +$1.75K +20 +0.2%
AIM
530
Anchor Investment Management
South Carolina
$751K +$29.2K +334 +4%
DBRC
531
D.B. Root & Company
Pennsylvania
$749K -$9.01K -103 -1%
KIA
532
KCM Investment Advisors
California
$749K +$112K +1,277 +18%
EWA
533
EP Wealth Advisors
California
$742K +$35.5K +406 +5%
LFAS
534
Level Four Advisory Services
Texas
$740K -$221K -2,523 -23%
Prudential Financial
535
Prudential Financial
New Jersey
$736K -$16.4K -196 -2%
MNBTD
536
Moody National Bank Trust Division
Texas
$735K -$2.26M -25,781 -75%
DA
537
Dillon & Associates
Michigan
$735K
LJAC
538
L.J. Altfest & Co
New York
$735K +$110K +1,263 +18%
CTC
539
Central Trust Company
Missouri
$734K -$8.23K -94 -1%
FFA
540
First Foundation Advisors
California
$734K +$27.8K +318 +4%
JDR
541
Jay D. Rosenbaum
$733K -$31.2K -357 -4%
OFG
542
OmniStar Financial Group
North Carolina
$732K +$1.92K +22 +0.3%
NWM
543
Northcape Wealth Management
New York
$732K +$732K +8,372 New
LF
544
Lantz Financial
Illinois
$727K -$16.1K -184 -2%
EFS
545
Essex Financial Services
Connecticut
$726K +$42.1K +481 +6%
ACS
546
Archford Capital Strategies
Illinois
$724K +$27.1K +310 +4%
MIC
547
Means Investment Company
Maine
$723K -$1.23K -14 -0.2%
MCM
548
Mill Capital Management
North Carolina
$721K +$721K +8,246 New
KPWS
549
Kestra Private Wealth Services
Texas
$715K -$86.3K -987 -11%
WP
550
WealthSource Partners
California
$715K +$22.9K +262 +3%