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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 %
Legal & General Group
426
Legal & General Group
United Kingdom
$1.07M -$21.3K -252 -2%
Allspring Global Investments
427
Allspring Global Investments
North Carolina
$1.06M -$373K -4,418 -26%
SFA
428
Sequoia Financial Advisors
Ohio
$1.05M +$119K +1,406 +13%
AWP
429
Ascent Wealth Partners
New York
$1.05M +$247K +2,888 +31%
1832 Asset Management
430
1832 Asset Management
Ontario, Canada
$1.04M -$76.6K -906 -7%
CIC
431
Carnegie Investment Counsel
Ohio
$1.03M +$19.9K +235 +2%
ACM
432
Ativo Capital Management
Illinois
$1.02M -$185K -2,194 -15%
FWM
433
Frontier Wealth Management
Missouri
$1.02M -$28.5K -337 -3%
LFAS
434
Level Four Advisory Services
Texas
$1.02M -$129K -1,526 -11%
VVP
435
Venture Visionary Partners
Ohio
$1.02M -$46.9K -555 -4%
WS
436
Wedbush Securities
California
$1.01M +$15.1K +179 +2%
BB
437
Berkshire Bank
Massachusetts
$1.01M -$13.4K -158 -1%
WSFS
438
Wilmington Savings Fund Society
Delaware
$1M -$99.5K -1,178 -9%
AC
439
Abbrea Capital
California
$1M
AP
440
Americana Partners
Texas
$994K +$686K +8,419 +223%
Luther King Capital Management (LKCM)
441
Luther King Capital Management (LKCM)
Texas
$993K +$204K +2,412 +26%
Lazard Asset Management
442
Lazard Asset Management
New York
$978K -$93.6M -1,108,040 -99%
LOIM
443
Liberty One Investment Management
Illinois
$977K -$168K -1,839 -15%
FFG
444
Fortem Financial Group
California
$976K -$490K -5,798 -33%
TCOO
445
Trust Company of Oklahoma
Oklahoma
$975K -$80.1K -948 -8%
GWM
446
Greenwich Wealth Management
Connecticut
$970K
BSW
447
Buckingham Strategic Wealth
Missouri
$966K -$120K -1,422 -11%
SN
448
Sittner & Nelson
Oregon
$963K +$106K +1,250 +12%
MA
449
MUFG Americas
New York
$962K -$23.2K -275 -2%
MA
450
Mutual Advisors
Nebraska
$950K -$15.5K -183 -2%