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Novartis

1,140 hedge funds and large institutions have $16.9B invested in Novartis in 2022 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 348 increasing their positions, 446 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
19.28%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
89
Increased
348
Reduced
446
Closed
75
Calls
$322M
Puts
$215M
Net Calls
+$107M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
251
Cubic Asset Management
Massachusetts
$2.87M -$8.45K -100 -0.3%
CAN
252
Cetera Advisor Networks
California
$2.84M +$341K +4,039 +14%
PA
253
Perennial Advisors
New York
$2.83M +$116K +1,372 +4%
PCA
254
Providence Capital Advisors
North Carolina
$2.82M +$895K +10,595 +46%
SC
255
Siena Capital
Ohio
$2.8M +$42.9K +507 +2%
DC
256
Davenport & Co
Virginia
$2.76M -$67.2K -795 -2%
SSWM
257
Smith Salley Wealth Management
North Carolina
$2.76M -$603K -7,131 -18%
HTC
258
Haverford Trust Company
Pennsylvania
$2.75M -$5.58K -66 -0.2%
BCB
259
Brian C. Broderick
$2.74M -$325K -3,848 -11%
SL
260
Summitry LLC
California
$2.72M -$227K -2,685 -8%
ANTB
261
AMG National Trust Bank
Colorado
$2.71M -$2.88M -34,072 -52%
FGP
262
Foyston, Gordon, & Payne
Ontario, Canada
$2.69M -$4.94M -20,508 -65%
BF
263
BOK Financial
Oklahoma
$2.68M -$327K -3,871 -11%
BCI
264
Brinker Capital Investments
Pennsylvania
$2.67M -$2.91M -34,466 -52%
WHG
265
Westwood Holdings Group
Texas
$2.67M -$16.9K -200 -0.6%
BFG
266
Beacon Financial Group
Texas
$2.65M -$21K -249 -0.8%
SWK
267
Stephen W. Kidder
$2.64M -$753K -8,912 -22%
MC
268
Moors & Cabot
Massachusetts
$2.64M +$21.3K +252 +0.8%
AWM
269
AE Wealth Management
Kansas
$2.64M +$272K +3,223 +12%
VPIM
270
Vanguard Personalized Indexing Management
California
$2.61M +$845K +10,000 +48%
NIM
271
Northeast Investment Management
Massachusetts
$2.57M -$33K -390 -1%
HFS
272
Hantz Financial Services
Michigan
$2.56M +$131K +1,547 +5%
WTC
273
WhitTier Trust Company
Nevada
$2.53M -$66K -781 -3%
CFB
274
Cullen/Frost Bankers
Texas
$2.51M -$27.4K -324 -1%
EGA
275
Eagle Global Advisors
Texas
$2.46M -$103K -1,215 -4%