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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 %
Toronto Dominion Bank
926
Toronto Dominion Bank
Ontario, Canada
$183K -$143K -1,646 -44%
CT
927
Clearstead Trust
Maine
$182K
FPB
928
First PREMIER Bank
South Dakota
$181K
AF
929
Allworth Financial
California
$179K +$53.3K +609 +42%
CA
930
CoreCap Advisors
Michigan
$178K +$178K +2,038 New
NSIM
931
North Star Investment Management
Illinois
$172K
GLLW
932
Graves Light Lenhart Wealth
Virginia
$171K +$9.63K +110 +6%
PCG
933
Private Capital Group
Connecticut
$170K -$45.2K -517 -21%
TSW
934
Thompson Siegel & Walmsley
Virginia
$170K -$8.12K -93 -5%
PCTC
935
Perkins Coie Trust Company
Washington
$169K -$1.09M -12,423 -87%
TFS
936
TrustCore Financial Services
Tennessee
$166K -$8.74K -100 -5%
IRAG
937
Investment Research & Advisory Group
Georgia
$160K -$51.6K -588 -24%
HIA
938
Harbor Investment Advisory
Maryland
$159K
BWP
939
Baldwin Wealth Partners
Massachusetts
$148K -$43.5K -496 -23%
CWM
940
Cedar Wealth Management
California
$147K +$59.6K +682 +68%
BWM
941
BerganKDV Wealth Management
Minnesota
$145K +$88.6K +1,011 +157%
PFGIA
942
Patriot Financial Group Insurance Agency
Massachusetts
$142K -$2.62K -30 -2%
LFG
943
Leverty Financial Group
Wisconsin
$142K +$142K +1,627 New
CFG
944
CKW Financial Group
Hawaii
$140K -$8.96K -100 -6%
AA
945
AlphaMark Advisors
Kentucky
$140K +$118K +1,350 +540%
FPWM
946
FSB Premier Wealth Management
Iowa
$137K +$137K +1,566 New
BFC
947
Bedel Financial Consulting
Indiana
$136K +$5.24K +60 +4%
KCM
948
KRS Capital Management
Michigan
$136K +$136K +1,560 New
CCA
949
Column Capital Advisors
Indiana
$134K -$962 -11 -0.7%
JWM
950
Janiczek Wealth Management
Colorado
$134K +$2.71K +31 +2%