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Novartis

1,079 hedge funds and large institutions have $18B invested in Novartis in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 368 increasing their positions, 408 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
-39
Holders Change %
-3.49%
% of All Funds
18.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
57
Increased
368
Reduced
408
Closed
79
Calls
$501M
Puts
$160M
Net Calls
+$341M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
876
Personal Capital Advisors
California
$200K +$200K +2,446 New
IRAG
877
Investment Research & Advisory Group
Georgia
$198K
NEAM
878
New England Asset Management
Connecticut
$184K
EBA
879
Eagle Bay Advisors
New York
$183K +$84.5K +1,037 +86%
BWP
880
Baldwin Wealth Partners
Massachusetts
$179K +$6.23K +76 +4%
CT
881
Clearstead Trust
Maine
$170K
FPB
882
First PREMIER Bank
South Dakota
$169K
TSW
883
Thompson Siegel & Walmsley
Virginia
$167K -$31.5K -385 -16%
ZB
884
Zions Bancorporation
Utah
$165K +$17.9K +218 +12%
TFS
885
TrustCore Financial Services
Tennessee
$164K -$246 -3 -0.1%
AWA
886
Arkadios Wealth Advisors
Georgia
$162K -$18.8K -231 -10%
EDRH
887
Edmond de Rothschild Holding
Switzerland
$162K +$96.7K +1,186 +148%
NSIM
888
North Star Investment Management
Illinois
$160K
GLLW
889
Graves Light Lenhart Wealth
Virginia
$151K +$5.57K +68 +4%
HIA
890
Harbor Investment Advisory
Maryland
$148K
FP
891
Financial Perspectives
Minnesota
$144K -$246K -3,005 -63%
DSC
892
Duncker Streett & Co
Missouri
$142K
BAM
893
Belpointe Asset Management
Nevada
$138K +$13.1K +160 +10%
PFGIA
894
Patriot Financial Group Insurance Agency
Massachusetts
$136K +$2.05K +25 +2%
CFG
895
CKW Financial Group
Hawaii
$136K +$36.8K +450 +37%
SIM
896
Sonora Investment Management
Arizona
$134K +$14.6K +178 +12%
EW
897
Evoke Wealth
California
$129K +$4.82K +59 +4%
CCA
898
Column Capital Advisors
Indiana
$126K
FCA
899
FinTrust Capital Advisors
South Carolina
$124K +$17.7K +216 +17%
DZ Bank
900
DZ Bank
Germany
$123K