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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 %
CCM
551
Chilton Capital Management
Texas
$714K -$35.9K -410 -5%
CCM
552
Covington Capital Management
California
$706K -$12.4K -142 -2%
MAM
553
Marotta Asset Management
Virginia
$705K +$14.9K +170 +2%
AIA
554
Armor Investment Advisors
North Carolina
$702K +$232K +2,653 +49%
1IA
555
1620 Investment Advisors
Massachusetts
$694K +$694K +7,932 New
AWP
556
Ascent Wealth Partners
New York
$693K +$16.1K +184 +2%
RCM
557
Radnor Capital Management
Pennsylvania
$691K -$143K -1,630 -17%
FTDI
558
First Trust Direct Indexing
Massachusetts
$689K -$8.92K -102 -1%
VFA
559
Valeo Financial Advisors
Indiana
$689K +$14.5K +166 +2%
PWPS
560
Pinnacle Wealth Planning Services
Ohio
$687K -$112K -1,282 -14%
FNB
561
Farmers National Bank
Kentucky
$678K -$114K -1,300 -14%
KWM
562
Kingsview Wealth Management
Oregon
$677K -$29K -331 -4%
SFA
563
Sequoia Financial Advisors
Ohio
$676K +$428K +4,894 +173%
SPC
564
Sigma Planning Corp
Michigan
$669K -$361K -4,132 -35%
OC
565
Oarsman Capital
Wisconsin
$659K -$69.6K -795 -10%
MWM
566
Mission Wealth Management
California
$658K +$11.2K +128 +2%
WKWM
567
Walter & Keenan Wealth Management
Indiana
$654K
HCM
568
Hall Capital Management
Rhode Island
$650K -$217K -2,485 -25%
VA
569
Valmark Advisers
Ohio
$650K -$42.8K -489 -6%
SDIC
570
South Dakota Investment Council
South Dakota
$649K +$649K +7,422 New
BFO
571
Biltmore Family Office
North Carolina
$645K
EI
572
Ellevest Inc
New York
$640K -$21K -240 -3%
WC
573
Woodstock Corp
Massachusetts
$637K -$10.9K -125 -2%
YIH
574
Y-Intercept (HK)
Hong Kong
$636K -$1.37M -15,694 -68%
CG
575
Colony Group
Massachusetts
$633K +$175 +2 +0%