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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 %
CI
476
CX Institutional
Indiana
$862K
AI
477
Ariel Investments
Illinois
$844K -$19.9K -235 -2%
EWM
478
Elmwood Wealth Management
California
$841K -$16.1K -190 -2%
NRS
479
Neville Rodie & Shaw
New York
$840K
BCM
480
Becker Capital Management
Oregon
$839K
VT
481
Vise Technologies
New York
$837K +$300K +3,547 +56%
DWA
482
Douglass Winthrop Advisors
New York
$836K +$31.5K +372 +4%
CIA
483
Choate Investment Advisors
Massachusetts
$833K +$632K +7,477 +314%
BIAS
484
Beacon Investment Advisory Services
New Jersey
$829K +$37.3K +442 +5%
DT
485
Diversified Trust
Tennessee
$828K +$15.9K +188 +2%
DMC
486
Drexel Morgan & Co
Pennsylvania
$822K
DFA
487
Delta Financial Advisors
Louisiana
$818K -$21.5K -255 -3%
BP
488
Ballentine Partners
Massachusetts
$816K -$224K -2,651 -22%
HA
489
Hamel Associates
New Jersey
$816K -$71K -840 -8%
EGM
490
Engineers Gate Manager
New York
$811K +$811K +9,600 New
GL
491
Graypoint LLC
New York
$809K -$11.2K -132 -1%
EAM
492
Eagle Asset Management
Florida
$805K -$54.8K -649 -6%
BMC
493
Beaton Management Company
Massachusetts
$805K
MAM
494
Mystic Asset Management
Rhode Island
$803K +$59.1K +700 +8%
SEC
495
Seven Eight Capital
New York
$803K +$803K +9,499 New
Prudential Financial
496
Prudential Financial
New Jersey
$800K -$73.4K -866 -8%
HWMA
497
Heritage Wealth Management (Arizona)
Arizona
$798K +$93.5K +1,106 +13%
NHC
498
Nicholas Hoffman & Company
Georgia
$793K -$17.8K -211 -2%
ABC
499
Associated Banc-Corp
Wisconsin
$792K -$36.5K -431 -4%
KIA
500
KCM Investment Advisors
California
$791K -$14.9K -176 -2%