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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 %
TRCT
1101
Tower Research Capital (TRC)
New York
$19K -$402K -4,227 -95%
TF
1102
TimeScale Financial
Massachusetts
$19K
MAWCM
1103
Mine & Arao Wealth Creation & Management
California
$19K
BEI
1104
Benjamin Edwards Inc
Missouri
$19K
BCM
1105
Blume Capital Management
California
$19K
VCG
1106
Vantage Consulting Group
Virginia
$19K +$19K +206 New
APWM
1107
Atlas Private Wealth Management
New York
$18K
M1FG
1108
Mach-1 Financial Group
Arkansas
$18K +$18K +200 New
RA
1109
Reby Advisors
Connecticut
$16K +$16K +170 New
FP
1110
Fiduciary Planning
Florida
$15K
FMP
1111
Financial Management Professionals
Texas
$14K -$50.9K -527 -78%
HCM
1112
Highlander Capital Management
New Jersey
$14K
ANBT
1113
American National Bank & Trust
Texas
$14K
BWL
1114
Bogart Wealth LLC
Virginia
$14K +$3.64K +40 +35%
WWM
1115
Wolff Wiese Magana
California
$14K +$14K +149 New
Schroder Investment Management Group
1116
Schroder Investment Management Group
United Kingdom
$13K -$21.1K -226 -62%
Ninety One (UK)
1117
Ninety One (UK)
United Kingdom
$13K
SIS
1118
Sound Income Strategies
Florida
$13K
CCA
1119
Childress Capital Advisors
Texas
$13K +$13K +136 New
RWB
1120
RMR Wealth Builders
New Jersey
$13K +$13K +141 New
DWP
1121
Destiny Wealth Partners
Florida
$13K +$13K +142 New
TWA
1122
TCI Wealth Advisors
Arizona
$12K -$49.6K -504 -81%
ATC
1123
Adirondack Trust Company
New York
$12K
HS
1124
Horan Securities
United States
$12K
HFM
1125
Hartford Financial Management
Connecticut
$12K +$2.77K +30 +30%