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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 %
AWC
501
Abundance Wealth Counselors
Pennsylvania
$791K +$84.2K +996 +12%
PWPS
502
Pinnacle Wealth Planning Services
Ohio
$788K -$47.5K -562 -6%
WFI
503
West Family Investments
California
$788K +$788K +9,325 New
SW
504
SteelPeak Wealth
California
$784K +$784K +9,271 New
MM
505
MQS Management
New York
$783K +$277K +3,275 +55%
KFC
506
Klingenstein Fields & Co
New York
$781K +$83.2K +985 +12%
EIP
507
Epoch Investment Partners
New York
$775K +$63.7K +754 +9%
JWBC
508
J.W. Burns & Co
New York
$773K -$61.7K -730 -7%
FWM
509
Foresight Wealth Management
Utah
$770K +$53.4K +632 +7%
CGL
510
Clarius Group LLC
Washington
$770K +$288K +3,404 +60%
CA
511
Cetera Advisors
Colorado
$767K +$143K +1,692 +23%
SFA
512
Semmax Financial Advisors
North Carolina
$763K -$56.5K -646 -7%
FF
513
FourThought Financial
Florida
$760K -$459K -5,430 -38%
OFG
514
OmniStar Financial Group
North Carolina
$760K +$13.8K +163 +2%
QCG
515
Quadrant Capital Group
Ohio
$759K -$98.7K -1,168 -12%
DWT
516
Dorsey & Whitney Trust
South Dakota
$758K -$16.4K -194 -2%
SI
517
Stephens Inc
Arkansas
$754K -$52.8K -625 -7%
TF
518
TIAA FSB
Florida
$750K -$138K -1,633 -16%
LF
519
Lantz Financial
Illinois
$748K -$11.7K -139 -2%
MG
520
Mather Group
Illinois
$743K +$10.7K +127 +1%
RC
521
Roundview Capital
New Jersey
$741K
AIA
522
Armor Investment Advisors
North Carolina
$733K -$23.8K -281 -3%
SF
523
Summit Financial
New Jersey
$728K -$122K -1,449 -14%
HIC
524
Holderness Investments Company
North Carolina
$726K -$188K -2,229 -21%
AIM
525
Anchor Investment Management
South Carolina
$726K