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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 %
BCP
426
Berkeley Capital Partners
Georgia
$1.1M +$765K +8,713 +227%
LOIM
427
Liberty One Investment Management
Illinois
$1.1M -$17.7K -202 -2%
BAM
428
Blueshift Asset Management
New Jersey
$1.1M -$3.78M -43,112 -77%
TCOO
429
Trust Company of Oklahoma
Oklahoma
$1.1M +$11K +125 +1%
BP
430
Ballentine Partners
Massachusetts
$1.08M +$321K +3,661 +42%
TC
431
TownSquare Capital
Utah
$1.08M +$316K +3,600 +42%
BCM
432
Brookstone Capital Management
Illinois
$1.07M -$45.9K -489 -4%
VFA
433
Voya Financial Advisors
Connecticut
$1.06M +$158K +1,796 +18%
DCM
434
DGS Capital Management
New Jersey
$1.06M +$578K +6,581 +120%
BB
435
Berkshire Bank
Massachusetts
$1.06M -$109K -1,241 -9%
WEG
436
World Equity Group
Illinois
$1.05M +$1.05M +12,020 New
LWCFA
437
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.05M +$4.39K +50 +0.4%
CIC
438
Carnegie Investment Counsel
Ohio
$1.04M -$1.84K -21 -0.2%
CG
439
Caprock Group
Idaho
$1.04M +$276K +3,146 +36%
AC
440
Abbrea Capital
California
$1.04M
ACA
441
Atlas Capital Advisors
Wyoming
$1.03M
WS
442
Wedbush Securities
California
$1.03M -$53K -604 -5%
AAS
443
Annex Advisory Services
Wisconsin
$1.03M -$183K -2,081 -15%
SWP
444
Stratos Wealth Partners
Ohio
$1.03M -$15.4K -175 -1%
SB
445
Simmons Bank
Arkansas
$1.03M -$18.6K -212 -2%
MA
446
MUFG Americas
New York
$1.02M -$92.3K -1,052 -8%
NWM
447
Northcape Wealth Management
New York
$1.02M +$287K +3,271 +39%
FTDI
448
First Trust Direct Indexing
Massachusetts
$1.02M +$329K +3,746 +48%
AAS
449
Avantax Advisory Services
Texas
$1.01M +$120K +1,364 +13%
GWM
450
Greenwich Wealth Management
Connecticut
$1.01M -$8.34K -95 -0.8%