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Novartis

1,136 hedge funds and large institutions have $18.2B invested in Novartis in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 413 increasing their positions, 413 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
-7
Holders Change %
-0.61%
% of All Funds
17.98%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
93
Increased
413
Reduced
413
Closed
87
Calls
$347M
Puts
$228M
Net Calls
+$119M
Net Calls Change
-$291M
Name Holding Trade Value Shares
Change
Shares
Change %
CS
401
Comerica Securities
Michigan
$1.23M +$40.8K +465 +3%
BEAM
402
Baker Ellis Asset Management
Washington
$1.22M +$8.78K +100 +0.7%
KIC
403
Kensington Investment Counsel
California
$1.21M +$57.6K +656 +5%
UB
404
UMB Bank
Missouri
$1.21M -$3.6K -41 -0.3%
TCA
405
Transcend Capital Advisors
New Jersey
$1.2M +$35.9K +409 +3%
CP
406
Covenant Partners
Tennessee
$1.19M +$215K +2,455 +22%
LFAS
407
Level Four Advisory Services
Texas
$1.19M +$448K +5,103 +60%
CSPAM
408
Cary Street Partners Asset Management
Virginia
$1.19M +$8.77K +100 +0.7%
AWM
409
Aevitas Wealth Management
Massachusetts
$1.17M -$4.3K -49 -0.4%
FAM
410
Fred Alger Management
New York
$1.17M +$73.9K +842 +7%
AT
411
Arvest Trust
Oklahoma
$1.17M +$169K +1,920 +17%
JIC
412
Johnson Investment Counsel
Ohio
$1.17M -$42.7K -487 -4%
TPCW
413
TD Private Client Wealth
New York
$1.16M -$318K -3,622 -21%
LC
414
LCNB Corp
Ohio
$1.16M +$113K +1,285 +11%
FWM
415
Frontier Wealth Management
Missouri
$1.15M -$60.2K -650 -5%
TD Asset Management
416
TD Asset Management
Ontario, Canada
$1.15M -$24.6K -280 -2%
GW
417
GW & Wade
Massachusetts
$1.15M +$11.3K +129 +1%
WSFS
418
Wilmington Savings Fund Society
Delaware
$1.14M -$4.04K -46 -0.4%
1832 Asset Management
419
1832 Asset Management
Ontario, Canada
$1.14M +$16.4K +189 +1%
Legal & General Group
420
Legal & General Group
United Kingdom
$1.14M +$1.14M +12,951 New
PFO
421
Pathstone Family Office
New Jersey
$1.14M +$85.8K +975 +8%
BSW
422
Buckingham Strategic Wealth
Missouri
$1.13M -$15.4K -176 -1%
BCFD
423
Boit C.F. David
$1.12M
XF
424
XML Financial
Maryland
$1.12M +$263 +3 +0%
VVP
425
Venture Visionary Partners
Ohio
$1.1M -$37.9K -432 -3%