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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 %
SVWAG
751
Sound View Wealth Advisors Group
Georgia
$339K
HCA
752
Heck Capital Advisors
Wisconsin
$337K -$24.1K -276 -7%
PB
753
Pinnacle Bancorp
Nebraska
$336K -$2.88K -33 -0.9%
TYCC
754
Texas Yale Capital Corp
Florida
$336K
BCP
755
Berkeley Capital Partners
Georgia
$336K +$85.7K +981 +34%
CWM
756
Circle Wealth Management
New Jersey
$335K
HI
757
Hendershot Investments
Virginia
$335K +$335K +3,827 New
BFAG
758
Blackston Financial Advisory Group
Florida
$335K +$335K +3,832 New
AIIMS
759
Analyst IMS Investment Management Services
Israel
$333K
AWA
760
Arete Wealth Advisors
Illinois
$333K +$66.2K +756 +25%
KMWM
761
Keudell/Morrison Wealth Management
Oregon
$332K -$13.7K -156 -4%
PCM
762
Pointe Capital Management
Michigan
$332K +$13.1K +150 +4%
MIA
763
MMBG Investment Advisors
Florida
$332K +$332K +3,796 New
SFG
764
Summit Financial Group
West Virginia
$330K
FMWA
765
Forvis Mazars Wealth Advisors
Missouri
$330K +$35.3K +404 +12%
TLCM
766
Twin Lakes Capital Management
California
$327K
AA
767
Ancora Advisors
Ohio
$325K -$236K -2,706 -42%
NDSI
768
Newman Dignan & Sheerar Inc
Rhode Island
$324K -$3.5K -40 -1%
LNB
769
Ledyard National Bank
$319K -$16.4K -187 -5%
RHAM
770
Round Hill Asset Management
California
$319K
HIM
771
Hotaling Investment Management
Pennsylvania
$318K +$318K +3,630 New
V
772
Veritable
Delaware
$317K -$27.9K -319 -8%
IPW
773
Inlet Private Wealth
Florida
$313K
HLOC
774
H.L. Ormond & Company
North Carolina
$313K +$313K +3,587 New
HJIM
775
Henry James International Management
New York
$311K -$701 -8 -0.2%