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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 %
EFS
551
Essex Financial Services
Connecticut
$661K -$23.1K -273 -3%
ACM
552
Aquatic Capital Management
Illinois
$659K +$651K +7,700 +7,700%
AWE
553
Avidian Wealth Enterprises
Texas
$656K +$4.82K +57 +0.7%
LFA
554
Legacy Financial Advisors
Kentucky
$655K +$57.2K +677 +10%
KPWS
555
Kestra Private Wealth Services
Texas
$653K -$102K -1,212 -14%
KWM
556
Kingsview Wealth Management
Oregon
$649K +$158K +1,871 +32%
SIA
557
SkyView Investment Advisors
New Jersey
$646K +$646K +7,639 New
IWA
558
Intercontinental Wealth Advisors
Texas
$643K +$643K +7,605 New
TCWM
559
Total Clarity Wealth Management
Illinois
$640K +$101K +1,200 +19%
PAMG
560
Patton Albertson Miller Group
Tennessee
$638K -$195K -2,305 -23%
SRC
561
Sage Rhino Capital
California
$636K +$64.6K +765 +11%
FNB
562
Farmers National Bank
Kentucky
$630K +$254 +3 +0%
KFP
563
KB Financial Partners
New Jersey
$627K +$592K +7,004 +1,712%
OC
564
Oarsman Capital
Wisconsin
$625K -$58.3K -690 -9%
FRM
565
Fox Run Management
Connecticut
$624K +$624K +7,386 New
WKWM
566
Walter & Keenan Wealth Management
Indiana
$623K -$8.45K -100 -1%
CSPAM
567
Cary Street Partners Asset Management
Virginia
$622K -$522K -6,173 -46%
VA
568
Valmark Advisers
Ohio
$619K -$9.13K -108 -1%
Squarepoint
569
Squarepoint
New York
$618K -$600K -7,095 -49%
QPBE
570
Quintet Private Bank (Europe)
Luxembourg
$616K +$616K +6,240 New
FAFN
571
First Affirmative Financial Network
Colorado
$615K -$31.9K -377 -5%
ACA
572
Atlas Capital Advisors
Wyoming
$609K -$387K -4,582 -39%
PFS
573
Prospera Financial Services
Texas
$604K -$254 -3 -0%
CFGS
574
Concourse Financial Group Securities
Alabama
$604K +$36.4K +431 +6%
JCM
575
Jacobi Capital Management
Pennsylvania
$597K +$138K +1,631 +30%