NVS icon

Novartis

1,079 hedge funds and large institutions have $18B invested in Novartis in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 368 increasing their positions, 408 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
-39
Holders Change %
-3.49%
% of All Funds
18.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
57
Increased
368
Reduced
408
Closed
79
Calls
$501M
Puts
$160M
Net Calls
+$341M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Shares
Change %
MAFM
701
Mid Atlantic Financial Management
Pennsylvania
$372K -$10.5K -128 -3%
KFP
702
KMG Fiduciary Partners
Ohio
$372K +$76.8K +939 +26%
OC
703
Oakworth Capital
Alabama
$370K
CAL
704
Capital Analysts LLC
Pennsylvania
$369K -$1.97K -24 -0.5%
OIA
705
OneDigital Investment Advisors
Kansas
$369K +$4K +49 +1%
HPCM
706
High Pointe Capital Management
Illinois
$366K
DAS
707
Dynamic Advisor Solutions
Arizona
$364K -$41.2K -504 -10%
PTC
708
Private Trust Company
Ohio
$361K +$91.7K +1,122 +34%
FAT
709
First American Trust
California
$359K
HWMA
710
Heritage Wealth Management (Arizona)
Arizona
$359K +$90.6K +1,107 +34%
ATIA
711
American Trust Investment Advisors
New Hampshire
$358K +$7.37K +90 +2%
AMIM
712
Aull & Monroe Investment Management
Alabama
$354K
QP
713
Quilter Plc
United Kingdom
$354K +$8.59K +105 +2%
AWM
714
Apollon Wealth Management
South Carolina
$353K +$353K +4,316 New
SRC
715
Shufro Rose & Co
New York
$347K -$32.7K -400 -9%
GWM
716
GSB Wealth Management
Connecticut
$344K -$28.9K -354 -8%
AIC
717
Ameritas Investment Company
Nebraska
$344K +$64.8K +791 +23%
PIM
718
Penobscot Investment Management
Massachusetts
$342K -$73.3K -895 -18%
FPFS
719
First Personal Financial Services
North Carolina
$339K
SAM
720
S.A. Mason
Michigan
$338K +$36.8K +450 +12%
HCA
721
Heck Capital Advisors
Wisconsin
$337K -$5.48K -67 -2%
KPW
722
Kore Private Wealth
New York
$336K +$88.5K +1,084 +36%
HWMG
723
Hurlow Wealth Management Group
Indiana
$336K +$88.8K +1,086 +36%
EIM
724
Essex Investment Management
Massachusetts
$335K
PWLP
725
Prio Wealth Limited Partnership
Massachusetts
$327K -$7.11K -87 -2%