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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 %
FM
726
Foster & Motley
Ohio
$368K -$232K -2,650 -39%
QI
727
Qtron Investments
Massachusetts
$367K -$189K -2,158 -34%
KC
728
Kenfarb & Co
Kentucky
$367K +$367K +4,200 New
CCP
729
Corient Capital Partners
California
$366K -$597K -6,837 -62%
CCM
730
Coldstream Capital Management
Washington
$366K +$366K +4,185 New
WHC
731
Wulff, Hansen & Co
California
$365K +$365K +4,170 New
PTC
732
Private Trust Company
Ohio
$363K -$23.8K -272 -6%
SAM
733
S.A. Mason
Michigan
$362K
MSA
734
Marino Stram & Associates
Massachusetts
$360K -$43.5K -497 -11%
MWM
735
Mattern Wealth Management
Kansas
$360K -$39K -446 -10%
OR
736
Olympiad Research
Connecticut
$360K +$120K +1,370 +50%
EIM
737
Essex Investment Management
Massachusetts
$359K
PFP
738
Pinnacle Financial Partners
Tennessee
$357K +$122K +1,399 +52%
PIM
739
Penobscot Investment Management
Massachusetts
$356K -$8.74K -100 -2%
MGIA
740
Moneta Group Investment Advisors
Missouri
$355K -$144K -1,651 -29%
VC
741
Vicus Capital
Pennsylvania
$353K +$353K +4,134 New
Koshinski Asset Management
742
Koshinski Asset Management
Illinois
$353K +$3.5K +40 +1%
RMDI
743
R.M. Davis Inc
Maine
$351K -$61.3K -701 -15%
PI
744
PEAK6 Investments
Illinois
$349K +$233K +2,662 +201%
BRWM
745
B. Riley Wealth Management
Tennessee
$346K +$22.6K +258 +7%
FPFS
746
First Personal Financial Services
North Carolina
$345K -$17.4K -199 -5%
MIM
747
Merrion Investment Management
New Jersey
$344K
WCF
748
West Coast Financial
California
$344K +$31.6K +361 +10%
RCM
749
RNC Capital Management
California
$343K +$108K +1,235 +46%
ARG
750
Advisory Resource Group
Oklahoma
$342K +$53.2K +613 +18%