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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 %
FLI
801
Family Legacy Inc
South Carolina
$292K
FPAS
802
Focus Partners Advisor Solutions
Missouri
$291K +$291K +3,337 New
PWLP
803
Prio Wealth Limited Partnership
Massachusetts
$290K -$59.9K -685 -17%
CCC
804
Crescent Capital Consulting
Louisiana
$289K
AWA
805
Arkadios Wealth Advisors
Georgia
$288K +$114K +1,304 +65%
AFM
806
Andesa Financial Management
Pennsylvania
$287K -$15.5K -177 -5%
PFSC
807
Peoples Financial Services Corp
Pennsylvania
$287K
EIP
808
Epoch Investment Partners
New York
$287K +$287K +3,276 New
CCM
809
Crew Capital Management
Ohio
$286K
BP
810
BBR Partners
New York
$286K +$61.9K +708 +28%
LW
811
Linscomb Wealth
Texas
$284K -$175 -2 -0.1%
HNWAG
812
High Net Worth Advisory Group
Florida
$284K +$284K +3,244 New
CWM
813
Cornerstone Wealth Management
Missouri
$283K +$29.5K +338 +12%
MW
814
Marcum Wealth
Ohio
$282K +$20.5K +234 +8%
CPWA
815
Cerro Pacific Wealth Advisors
California
$281K -$67.5K -772 -19%
PTC
816
Philadelphia Trust Company
Pennsylvania
$281K
PWA
817
Physician Wealth Advisors
Utah
$280K -$46.1K -517 -14%
CAM
818
Cozad Asset Management
Illinois
$280K -$14.4K -165 -5%
IC
819
Intersect Capital
California
$279K +$4.54K +52 +2%
AG
820
Ascent Group
Virginia
$279K +$279K +3,207 New
IRC
821
Investors Research Corp
Georgia
$276K
RCC
822
Red Cedar Capital
Nebraska
$275K
ECG
823
Edge Capital Group
Georgia
$274K -$87 -1 -0%
PC
824
Port Capital
Illinois
$274K
AA
825
Argent Advisors
Louisiana
$273K