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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 %
GT
776
Glenview Trust
Kentucky
$308K +$308K +3,521 New
TFA
777
Teamwork Financial Advisors
Texas
$307K -$5.78K -66 -2%
SMG
778
Smart Money Group
Texas
$307K +$17.2K +197 +6%
HW
779
Hancock Whitney
Mississippi
$307K +$41.8K +478 +16%
OAM
780
Occidental Asset Management
California
$306K +$788 +9 +0.3%
MWM
781
Meridian Wealth Management
Kentucky
$305K +$17.5K +200 +6%
VC
782
Veracity Capital
Georgia
$303K +$1.31K +15 +0.4%
BOH
783
Bank of Hawaii
Hawaii
$302K -$12.6K -144 -4%
HWMG
784
Hurlow Wealth Management Group
Indiana
$301K -$71K -784 -19%
STA
785
Summit Trail Advisors
New York
$301K +$301K +3,445 New
HPC
786
HM Payson & Co
Maine
$300K +$35.2K +402 +13%
KCM
787
Kendall Capital Management
Maryland
$299K -$787 -9 -0.3%
CHA
788
Carmichael Hill & Associates
Maryland
$298K -$35K -400 -11%
CFA
789
Carroll Financial Associates
North Carolina
$298K -$4.37K -50 -1%
RCAG
790
Rehmann Capital Advisory Group
Michigan
$297K -$128K -1,466 -30%
SCM
791
Shelton Capital Management
Colorado
$297K
BAAM
792
Baker Avenue Asset Management
California
$297K +$21.5K +246 +8%
CC
793
Chicago Capital
Illinois
$297K +$65.7K +750 +28%
DDC
794
DF Dent & Co
Maryland
$296K -$175K -2,000 -37%
WAM
795
Weatherly Asset Management
California
$295K
CDH
796
Charles D. Hyman
$295K
SCA
797
Snowden Capital Advisors
New York
$294K -$2.11M -24,168 -88%
GTAM
798
Global Trust Asset Management
Florida
$294K -$31K -355 -10%
NL
799
NWAM LLC
Washington
$293K +$70.3K +804 +32%
KCM
800
Kanawha Capital Management
Virginia
$292K -$6.64K -76 -2%