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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 %
DJSG
651
D.J. St. Germain
Massachusetts
$482K
CC
652
Cannell & Co
New York
$481K -$87.5K -1,000 -15%
ST
653
Smithfield Trust
Pennsylvania
$481K
DCM
654
DGS Capital Management
New Jersey
$480K +$480K +5,487 New
TSS
655
Two Sigma Securities
New York
$480K +$480K +5,489 New
B
656
Bellecapital
Switzerland
$479K -$7.61K -87 -2%
BIA
657
Benchmark Investment Advisors
Illinois
$475K +$475K +5,430 New
MSFP
658
Mark Sheptoff Financial Planning
Connecticut
$474K
WB
659
WesBanco Bank
West Virginia
$473K -$58.3K -667 -11%
RWA
660
Ropes Wealth Advisors
Massachusetts
$473K -$27.6K -315 -6%
CWP
661
Concord Wealth Partners
Virginia
$473K +$343K +3,920 +263%
BB
662
Busey Bank
Illinois
$470K -$22.2K -254 -5%
RCG
663
Regatta Capital Group
California
$468K +$468K +5,352 New
VWA
664
V Wealth Advisors
Kansas
$465K -$110K -1,253 -19%
JC
665
Jacobs & Co
California
$465K
TU
666
TDAM USA
Ontario, Canada
$465K +$4.64K +53 +1%
DHFB
667
Dixon Hubard Feinour & Brown
Virginia
$465K +$465K +5,312 New
JWS
668
Juncture Wealth Strategies
Arizona
$464K
BMO
669
Beck Mack & Oliver
New York
$455K
IAA
670
Independent Advisor Alliance
North Carolina
$454K -$64.9K -742 -13%
VBCG
671
Valley Brook Capital Group
Pennsylvania
$450K
MMPW
672
Mitchell McLeod Pugh & Williams
Alabama
$450K
PIMG
673
Patriot Investment Management Group
Tennessee
$450K +$1.22K +14 +0.3%
CCG
674
Cypress Capital Group
Florida
$450K +$5.78K +66 +1%
NCM
675
Northwest Capital Management
Oregon
$444K -$3.62K -42 -0.8%