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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 %
BMC
501
Beaton Management Company
Massachusetts
$835K +$15.1K +172 +2%
SFA
502
Semmax Financial Advisors
North Carolina
$823K -$129K -1,474 -14%
FB
503
Fulton Bank
Pennsylvania
$822K -$48.2K -550 -6%
BIAS
504
Beacon Investment Advisory Services
New Jersey
$822K +$27.1K +309 +3%
Luther King Capital Management (LKCM)
505
Luther King Capital Management (LKCM)
Texas
$819K -$29.1K -332 -3%
AWP
506
Ascent Wealth Partners
New York
$818K +$123K +1,397 +18%
GIA
507
Gladstone Institutional Advisory
Florida
$812K -$195K -2,224 -19%
DWT
508
Dorsey & Whitney Trust
South Dakota
$805K -$22.9K -261 -3%
ECM
509
Evergreen Capital Management
Washington
$794K +$170K +1,936 +27%
WJWM
510
Williams Jones Wealth Management
New York
$790K +$174K +1,979 +28%
LF
511
Lantz Financial
Illinois
$789K +$60.2K +686 +8%
AIA
512
Armor Investment Advisors
North Carolina
$785K +$81.5K +929 +12%
KPWS
513
Kestra Private Wealth Services
Texas
$784K +$66.5K +758 +9%
EI
514
Ellevest Inc
New York
$784K +$141K +1,610 +22%
OFG
515
OmniStar Financial Group
North Carolina
$775K +$41K +468 +6%
MAM
516
Mystic Asset Management
Rhode Island
$772K -$61.4K -700 -7%
RC
517
Roundview Capital
New Jersey
$769K -$6.76K -77 -0.9%
JDR
518
Jay D. Rosenbaum
$768K +$32.5K +370 +4%
CBN
519
Cadence Bank NA
Texas
$767K
MNBTD
520
Moody National Bank Trust Division
Texas
$767K +$29.9K +341 +4%
CAM
521
Cypress Asset Management
Texas
$765K -$167K -1,900 -18%
TWC
522
TD Waterhouse Canada
Ontario, Canada
$763K +$228K +2,493 +43%
MG
523
Mather Group
Illinois
$760K -$878 -10 -0.1%
DBRC
524
D.B. Root & Company
Pennsylvania
$758K +$7.19K +82 +1%
AIM
525
Anchor Investment Management
South Carolina
$753K