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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 %
CTC
526
Central Trust Company
Missouri
$748K +$11.9K +136 +2%
DA
527
Dillon & Associates
Michigan
$744K
FWM
528
Foresight Wealth Management
Utah
$744K +$155K +1,769 +26%
EIP
529
Epoch Investment Partners
New York
$738K +$451K +5,140 +157%
AWC
530
Abundance Wealth Counselors
Pennsylvania
$734K +$142K +1,612 +24%
BWP
531
BSW Wealth Partners
Colorado
$733K +$230K +2,617 +46%
ClearBridge Investments
532
ClearBridge Investments
New York
$731K -$2.72M -30,990 -79%
MIC
533
Means Investment Company
Maine
$731K +$5.79K +66 +0.8%
HWMA
534
Heritage Wealth Management (Arizona)
Arizona
$731K +$731K +8,335 New
CW
535
Connectus Wealth
Ohio
$727K -$471K -5,360 -39%
KFC
536
Klingenstein Fields & Co
New York
$725K -$107K -1,222 -13%
EWA
537
EP Wealth Advisors
California
$717K -$27.6K -315 -4%
MAM
538
Marotta Asset Management
Virginia
$712K +$3.86K +44 +0.5%
EFS
539
Essex Financial Services
Connecticut
$710K -$18.6K -212 -3%
OC
540
Oarsman Capital
Wisconsin
$709K +$48.2K +550 +7%
CCM
541
Covington Capital Management
California
$708K
1IA
542
1620 Investment Advisors
Massachusetts
$694K
FFA
543
First Foundation Advisors
California
$693K -$43.1K -491 -6%
WP
544
WealthSource Partners
California
$690K -$27.2K -310 -4%
MCM
545
Mill Capital Management
North Carolina
$688K -$35.1K -400 -5%
LDB
546
Lee, Danner & Bass
Tennessee
$686K -$74.7K -851 -10%
AWE
547
Avidian Wealth Enterprises
Texas
$676K -$160K -1,828 -19%
GTCM
548
Gyon Technologies Capital Management
New Jersey
$676K +$676K +7,699 New
FAFN
549
First Affirmative Financial Network
Colorado
$671K +$68.1K +776 +11%
MCM
550
MAI Capital Management
Ohio
$661K +$89.8K +1,023 +16%