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Novartis

1,175 hedge funds and large institutions have $21.5B invested in Novartis in 2020 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 378 increasing their positions, 436 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,175
Holders Change
+58
Holders Change %
+5.19%
% of All Funds
20.85%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
145
Increased
378
Reduced
436
Closed
70
Calls
$245M
Puts
$117M
Net Calls
+$128M
Net Calls Change
+$74.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WDG
951
Wealth Dimensions Group
Ohio
$200K +$200K +2,118 New
CBFP
952
Cedar Brook Financial Partners
Ohio
$200K +$200K +2,119 New
CT
953
Clearstead Trust
Maine
$196K
FPB
954
First PREMIER Bank
South Dakota
$195K
TFS
955
TrustCore Financial Services
Tennessee
$194K +$24.4K +259 +14%
HIA
956
Harbor Investment Advisory
Maryland
$193K -$12.2K -130 -6%
Mitsubishi UFJ Asset Management
957
Mitsubishi UFJ Asset Management
Japan
$190K +$29.7K +314 +19%
BAM
958
Belpointe Asset Management
Nevada
$187K -$71.1K -752 -28%
BWP
959
Baldwin Wealth Partners
Massachusetts
$185K
WB
960
Webster Bank
Connecticut
$184K -$13.3K -141 -7%
NSIM
961
North Star Investment Management
Illinois
$179K
AWM
962
AllSquare Wealth Management
New York
$178K
IAIM
963
International Assets Investment Management
Florida
$175K -$145K -1,541 -45%
CWP
964
Concord Wealth Partners
Virginia
$168K +$168K +1,779 New
CFN
965
Cordasco Financial Network
Florida
$161K
PFGIA
966
Patriot Financial Group Insurance Agency
Massachusetts
$160K +$74.4K +787 +87%
Axa
967
Axa
France
$159K +$14.1K +150 +10%
GLLW
968
Graves Light Lenhart Wealth
Virginia
$158K +$158K +1,678 New
PWM
969
Perigon Wealth Management
California
$152K -$208K -2,195 -58%
FCA
970
FinTrust Capital Advisors
South Carolina
$152K +$2.46K +26 +2%
HWA
971
Heritage Wealth Advisors
Virginia
$150K
CCA
972
Column Capital Advisors
Indiana
$145K -$6.54K -69 -4%
ZB
973
Zions Bancorporation
Utah
$142K -$42K -446 -23%
DZ Bank
974
DZ Bank
Germany
$141K
SNT
975
Security National Trust
West Virginia
$137K