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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 %
PCA
826
Peddock Capital Advisors
Massachusetts
$273K
GDP
827
Great Diamond Partners
Maine
$270K -$305K -3,487 -53%
PFBT
828
Parkside Financial Bank & Trust
Missouri
$270K -$56.6K -647 -17%
MCM
829
Murphy Capital Management
New Jersey
$270K -$4.37K -50 -2%
CC
830
Courier Capital
New York
$269K
PTP
831
Platform Technology Partners
New York
$268K +$699 +8 +0.3%
MSS
832
Mitchell Sinkler & Starr
Pennsylvania
$267K +$4.37K +50 +2%
PWP
833
Pursue Wealth Partners
California
$267K +$267K +3,052 New
PT
834
Plimoth Trust
Massachusetts
$265K -$7.01K -80 -3%
ACP
835
Aveo Capital Partners
Colorado
$264K +$5.16K +59 +2%
PAM
836
Paradigm Asset Management
New York
$264K +$264K +3,013 New
CBTWT
837
Community Bank & Trust (Waco, Texas)
Texas
$263K -$415K -4,741 -61%
BHWM
838
Bar Harbor Wealth Management
New Hampshire
$262K -$8.77K -100 -3%
DS
839
DRW Securities
Illinois
$262K +$262K +3,000 New
DWM
840
Dorchester Wealth Management
Quebec, Canada
$261K
QCM
841
Quantinno Capital Management
New York
$260K +$260K +2,968 New
JWA
842
JFS Wealth Advisors
Pennsylvania
$255K -$6.47K -74 -2%
PP
843
Pacifica Partners
Canada
$255K
KP
844
Keel Point
Alabama
$254K -$52.5K -601 -17%
9WM
845
9258 Wealth Management
Ohio
$253K +$253K +2,893 New
BL
846
BFSG LLC
California
$252K -$92.2K -1,055 -27%
NG
847
Northstar Group
New York
$252K -$26.2K -300 -9%
WAAG
848
Wealth Alliance Advisory Group
Kansas
$252K -$3.24K -37 -1%
CA
849
Claro Advisors
Massachusetts
$251K -$6.74K -77 -3%
ZB
850
Zions Bancorporation
Utah
$251K +$75K +858 +43%