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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 %
BFS
601
Bard Financial Services
Connecticut
$569K
MA
602
Montag & Associates
Georgia
$569K +$12.5K +143 +2%
PM
603
Penbrook Management
New York
$565K
LFA
604
Legacy Financial Advisors
Kentucky
$562K +$262K +2,988 +87%
CNC
605
Canandaigua National Corp
New York
$553K +$31K +354 +6%
EGA
606
E&G Advisors
Texas
$551K
CHP
607
Cable Hill Partners
Oregon
$549K +$72.2K +825 +15%
MAA
608
Mraz Amerine & Associates
California
$546K
LC
609
Lindbrook Capital
California
$546K +$147K +1,684 +37%
GCM
610
Gibraltar Capital Management
Oklahoma
$542K -$49K -560 -8%
JWCA
611
J.W. Cole Advisors
Florida
$535K +$2.36K +27 +0.4%
RPC
612
Rossmore Private Capital
Connecticut
$533K +$22.7K +260 +4%
DTC
613
Davidson Trust Company
Washington
$530K -$24.8K -284 -4%
ACM
614
Argyle Capital Management
Pennsylvania
$529K
PWP
615
Principle Wealth Partners
Connecticut
$529K
SC
616
Schulhoff & Co
Ohio
$528K
SRC
617
Sage Rhino Capital
California
$526K +$15K +172 +3%
IP
618
Intellectus Partners
California
$525K -$6.12K -70 -1%
CK
619
Cohen Klingenstein
New York
$525K
APA
620
American Portfolios Advisors
New York
$524K -$9.54K -109 -2%
NSB
621
Norway Savings Bank
Maine
$523K -$224K -2,565 -30%
BWA
622
BDO Wealth Advisors
Florida
$522K -$52.6K -601 -9%
HIMCH
623
Hartford Investment Management Co (HIMCO)
Connecticut
$522K
XT
624
XTX Topco
Cayman Islands
$522K +$522K +5,972 New
CS
625
Credit Suisse
Switzerland
$521K -$623K -7,124 -54%