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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 %
ACM
701
Ategra Capital Management
Virginia
$412K -$21.4K -245 -5%
DWM
702
Dakota Wealth Management
Florida
$410K -$21.8K -249 -5%
PCA
703
Pallas Capital Advisors
Massachusetts
$409K -$177K -2,030 -30%
CA
704
Cullinan Associates
Kentucky
$408K -$114K -1,300 -22%
IF
705
Intrua Financial
Texas
$406K +$7.95K +91 +2%
VWM
706
Venturi Wealth Management
Texas
$403K -$22.3K -255 -5%
AL
707
Aspiriant LLC
California
$401K +$58.5K +671 +17%
MBT
708
Montecito Bank & Trust
California
$399K
OC
709
Oakworth Capital
Alabama
$395K
AIA
710
Angeles Investment Advisors
California
$392K +$392K +4,482 New
CIAS
711
Capital Investment Advisory Services
North Carolina
$391K -$8.66K -99 -2%
DAS
712
Dynamic Advisor Solutions
Arizona
$391K +$1.23K +14 +0.3%
SBL
713
Sargent Bickham Lagudis
Colorado
$389K -$10.8K -123 -3%
CAL
714
Capital Analysts LLC
Pennsylvania
$389K -$5.25K -60 -1%
RSWM
715
Robertson Stephens Wealth Management
California
$388K -$10.1K -115 -3%
AMIM
716
Aull & Monroe Investment Management
Alabama
$387K +$8.75K +100 +2%
NFG
717
Next Financial Group
Texas
$386K -$20.1K -230 -5%
FAT
718
First American Trust
California
$383K
GWM
719
GSB Wealth Management
Connecticut
$382K +$13.5K +154 +4%
PCMN
720
Paradigm Capital Management (Nevada)
Nevada
$380K +$380K +4,345 New
PCA
721
Personal Capital Advisors
California
$379K +$175K +2,095 +86%
ANI
722
American National Insurance
Texas
$376K -$2.29M -26,200 -86%
HSG
723
Helen Stephens Group
Texas
$372K +$372K +4,250 New
SRC
724
Shufro Rose & Co
New York
$371K
OIA
725
OneDigital Investment Advisors
Kansas
$370K -$25K -286 -6%