NVS icon

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 %
SC
851
Savant Capital
Illinois
$250K +$28.5K +326 +13%
WT
852
Washington Trust
Rhode Island
$248K +$175 +2 +0.1%
LWM
853
Laidlaw Wealth Management
New York
$246K -$13.8K -158 -5%
ACM
854
Allred Capital Management
Texas
$246K
EDRH
855
Edmond de Rothschild Holding
Switzerland
$246K +$72.6K +831 +42%
FHA
856
Flagship Harbor Advisors
Massachusetts
$245K -$241K -2,758 -50%
CPIA
857
Cornell Pochily Investment Advisors
New York
$245K
P
858
Palladiem
Pennsylvania
$244K
Mitsubishi UFJ Asset Management
859
Mitsubishi UFJ Asset Management
Japan
$244K +$23.5K +268 +11%
BA
860
Bristlecone Advisors
Washington
$242K
LFA
861
Laraway Financial Advisors
Minnesota
$242K +$242K +2,770 New
EFSCE
862
Enterprise Financial Services Corp (EFSC)
Missouri
$238K -$44.8K -513 -16%
PP
863
Paloma Partners
Connecticut
$238K +$238K +2,718 New
SYBT
864
Stock Yards Bank & Trust
Kentucky
$236K -$3.25K -37 -1%
WI
865
Wintrust Investments
Illinois
$236K +$6.82K +78 +3%
HI
866
Harbour Investments
Wisconsin
$235K -$207K -2,361 -47%
LCM
867
LCM Capital Management
Illinois
$235K +$10.3K +118 +5%
GI
868
GAMCO Investors
Connecticut
$235K +$235K +2,684 New
AP
869
Appleton Partners
Massachusetts
$235K +$235K +2,686 New
GLA
870
Great Lakes Advisors
Illinois
$233K -$8.75K -100 -4%
TFCP
871
Twin Focus Capital Partners
Massachusetts
$233K
EWM
872
Empirical Wealth Management
Washington
$232K +$232K +2,656 New
EWA
873
EverSource Wealth Advisors
Alabama
$232K +$232K +2,657 New
RPCONE
874
Retirement Planning Company of New England
Rhode Island
$230K +$230K +2,631 New
GVAG
875
Great Valley Advisor Group
Delaware
$229K -$51.2K -594 -18%