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Novartis

1,087 hedge funds and large institutions have $13.8B invested in Novartis in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 323 increasing their positions, 456 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,087
Holders Change
-53
Holders Change %
-4.65%
% of All Funds
18.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
63
Increased
323
Reduced
456
Closed
95
Calls
$441M
Puts
$204M
Net Calls
+$236M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
526
Anchor Investment Management
South Carolina
$622K -$30.4K -400 -5%
CCM
527
Covington Capital Management
California
$621K -$3.8K -50 -0.6%
SI
528
Stephens Inc
Arkansas
$620K -$58.2K -766 -9%
AIA
529
Armor Investment Advisors
North Carolina
$620K -$39K -513 -6%
LF
530
Lantz Financial
Illinois
$616K -$57K -750 -8%
GIA
531
Gladstone Institutional Advisory
Florida
$610K +$5.09K +67 +0.8%
CHP
532
Cable Hill Partners
Oregon
$609K -$24K -316 -4%
LDB
533
Lee, Danner & Bass
Tennessee
$609K -$7.6K -100 -1%
MAM
534
Marotta Asset Management
Virginia
$608K -$7.98K -105 -1%
JDR
535
Jay D. Rosenbaum
$603K +$4.64K +61 +0.8%
Lazard Asset Management
536
Lazard Asset Management
New York
$602K -$276K -3,645 -31%
OFG
537
OmniStar Financial Group
North Carolina
$602K -$81.6K -1,074 -12%
AWE
538
Avidian Wealth Enterprises
Texas
$598K +$8.58K +113 +1%
SFA
539
Sequoia Financial Advisors
Ohio
$595K -$347K -4,568 -37%
RBC
540
Romano Brothers & Co
Illinois
$593K +$593K +7,800 New
TF
541
TIAA FSB
Florida
$590K -$84.2K -1,109 -12%
BWP
542
BSW Wealth Partners
Colorado
$589K -$59.4K -781 -9%
DWA
543
Douglass Winthrop Advisors
New York
$588K -$163K -2,150 -22%
MWM
544
Mission Wealth Management
California
$588K -$35.2K -463 -6%
AG
545
Ascent Group
Virginia
$585K +$48.4K +597 +9%
IB
546
Intrust Bank
Kansas
$584K -$21.4K -281 -4%
DWM
547
Dakota Wealth Management
Florida
$582K +$97.7K +1,285 +20%
FIA
548
Foundations Investment Advisors
Arizona
$579K +$579K +7,613 New
RHBC
549
R.H. Bluestein & Co
Michigan
$578K -$38K -500 -6%
MG
550
Mather Group
Illinois
$577K -$90.7K -1,193 -14%