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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 %
MPPW
351
Mitchell & Pahl Private Wealth
Oklahoma
$1.54M +$68K +805 +5%
SW
352
SVB Wealth
Massachusetts
$1.52M +$317K +3,748 +26%
HAG
353
HighPoint Advisor Group
Illinois
$1.52M +$1.52M +18,134 New
CCA
354
Checchi Capital Advisers
California
$1.52M +$164K +1,910 +12%
III
355
Independent Investors Inc
New York
$1.51M
Bessemer Group
356
Bessemer Group
New Jersey
$1.51M -$22.1K -261 -1%
IEFM
357
IQ EQ Fund Management
Ireland
$1.51M +$72.2K +854 +5%
BPA
358
Beacon Pointe Advisors
California
$1.5M -$1.23M -14,535 -45%
ST
359
Somerset Trust
Pennsylvania
$1.49M -$206K -2,437 -12%
TC
360
Telemus Capital
Michigan
$1.48M -$94.2K -1,114 -6%
BFA
361
Benedict Financial Advisors
Georgia
$1.48M +$45.5K +538 +3%
AAS
362
Avantax Advisory Services
Texas
$1.48M +$508K +6,006 +52%
CT
363
Coastline Trust
Rhode Island
$1.46M -$46K -545 -3%
WA
364
Wambolt & Associates
Colorado
$1.46M +$76.4K +904 +6%
RJT
365
Raymond James Trust
Florida
$1.45M -$247K -2,922 -15%
MCM
366
McKinley Capital Management
Alaska
$1.43M -$15.9K -188 -1%
SGI
367
Summit Global Investments
Utah
$1.42M -$62.2K -736 -4%
ONB
368
Old National Bancorp
Indiana
$1.42M -$48.4K -572 -3%
CS
369
Comerica Securities
Michigan
$1.42M +$235K +2,777 +20%
LBC
370
Lowe Brockenbrough & Co
Virginia
$1.42M -$147K -1,742 -9%
TNA
371
True North Advisors
Texas
$1.42M +$53.8K +637 +4%
BEI
372
Benjamin Edwards Inc
Missouri
$1.42M -$38.5K -455 -3%
PFO
373
Pathstone Family Office
New Jersey
$1.41M +$323K +3,823 +30%
TC
374
TownSquare Capital
Utah
$1.41M +$377K +4,464 +36%
Cetera Investment Advisers
375
Cetera Investment Advisers
Illinois
$1.41M +$68.6K +811 +5%