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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 %
DBRC
526
D.B. Root & Company
Pennsylvania
$722K -$8.79K -104 -1%
BWP
527
BSW Wealth Partners
Colorado
$721K +$14.5K +172 +2%
DA
528
Dillon & Associates
Michigan
$718K
CAM
529
Cypress Asset Management
Texas
$709K -$27.9K -330 -4%
RFC
530
Regions Financial Corp
Alabama
$708K -$2.54M -29,983 -78%
NWM
531
Northcape Wealth Management
New York
$708K -$277K -3,271 -28%
CHP
532
Cable Hill Partners
Oregon
$704K +$120K +1,424 +21%
CA
533
Continuum Advisory
Idaho
$704K +$383K +4,534 +120%
MCM
534
MAI Capital Management
Ohio
$700K +$63.8K +755 +10%
MIC
535
Means Investment Company
Maine
$696K -$8.46K -100 -1%
CCM
536
Covington Capital Management
California
$695K +$12.7K +150 +2%
1IA
537
1620 Investment Advisors
Massachusetts
$693K +$22.3K +264 +3%
MWM
538
Mission Wealth Management
California
$693K +$67.9K +803 +11%
PA
539
Parallel Advisors
California
$691K -$181K -2,138 -21%
LDB
540
Lee, Danner & Bass
Tennessee
$686K +$25.4K +300 +4%
RHBC
541
R.H. Bluestein & Co
Michigan
$685K -$169K -2,000 -20%
MAM
542
Marotta Asset Management
Virginia
$684K
BAM
543
Blueshift Asset Management
New Jersey
$684K -$376K -4,445 -35%
ClearBridge Investments
544
ClearBridge Investments
New York
$679K -$24.7K -292 -4%
CTC
545
Central Trust Company
Missouri
$678K -$42.2K -500 -6%
AIM
546
AHL Investment Management
Florida
$676K +$676K +8,000 New
GIA
547
Gladstone Institutional Advisory
Florida
$673K -$109K -1,294 -14%
IB
548
Intrust Bank
Kansas
$672K +$110K +1,303 +20%
JDR
549
Jay D. Rosenbaum
$666K -$74.2K -877 -10%
MCM
550
Mill Capital Management
North Carolina
$663K