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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 %
SWM
551
Spire Wealth Management
Virginia
$660K -$284K -3,235 -30%
WKWM
552
Walter & Keenan Wealth Management
Indiana
$656K
SG
553
StoneX Group
New York
$654K +$654K +7,451 New
FNB
554
Farmers National Bank
Kentucky
$653K -$26.3K -300 -4%
VA
555
Valmark Advisers
Ohio
$652K
PFWA
556
Paces Ferry Wealth Advisors
Georgia
$651K +$152K +1,739 +31%
MWM
557
Mission Wealth Management
California
$649K -$11.2K -128 -2%
CA
558
Cetera Advisors
Colorado
$648K +$39.7K +452 +7%
CG
559
Colony Group
Massachusetts
$645K +$10.4K +118 +2%
HCM
560
Hall Capital Management
Rhode Island
$631K -$22K -250 -3%
BDS
561
Banco de Sabadell
Florida
$631K +$46.8K +536 +8%
PFS
562
Prospera Financial Services
Texas
$627K -$434K -4,934 -41%
LFA
563
Legacy Financial Advisors
Kentucky
$621K +$57.6K +657 +10%
RCM
564
Radnor Capital Management
Pennsylvania
$618K -$74.6K -850 -11%
CHP
565
Cable Hill Partners
Oregon
$605K +$54.7K +624 +10%
Kovitz Investment Group Partners
566
Kovitz Investment Group Partners
Illinois
$601K -$154K -1,753 -20%
GI
567
Gradient Investments
Minnesota
$600K -$28.7K -327 -5%
Wolverine Trading
568
Wolverine Trading
Illinois
$598K -$1.57M -17,844 -72%
SRC
569
Sage Rhino Capital
California
$594K +$65.9K +750 +12%
TIM
570
Thornburg Investment Management
New Mexico
$590K -$340K -3,873 -37%
NAM
571
NTV Asset Management
West Virginia
$590K +$2.02K +23 +0.3%
CFGS
572
Concourse Financial Group Securities
Alabama
$589K -$458K -5,214 -44%
TNB
573
Thomasville National Bank
Georgia
$587K
IB
574
Intrust Bank
Kansas
$584K +$156K +1,773 +36%
FPS
575
Fieldpoint Private Securities
Connecticut
$574K +$56.5K +643 +11%