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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 %
RCM
576
Radnor Capital Management
Pennsylvania
$596K
BDS
577
Banco de Sabadell
Florida
$593K -$15.6K -185 -3%
HCM
578
Hall Capital Management
Rhode Island
$583K -$24.5K -290 -4%
PFWA
579
Paces Ferry Wealth Advisors
Georgia
$573K -$54.6K -646 -9%
Kovitz Investment Group Partners
580
Kovitz Investment Group Partners
Illinois
$571K -$7.78K -92 -1%
LB
581
Leo Brokerage
Texas
$571K +$268K +3,174 +89%
GI
582
Gradient Investments
Minnesota
$570K -$8.12K -96 -1%
NAM
583
NTV Asset Management
West Virginia
$569K
AG
584
Ascent Group
Virginia
$568K +$35K +407 +7%
LNC
585
Lincoln National Corp
Pennsylvania
$568K +$92.6K +1,094 +19%
WP
586
WealthSource Partners
California
$567K -$97.7K -1,155 -15%
TNB
587
Thomasville National Bank
Georgia
$556K -$9.72K -115 -2%
CSPIA
588
Cary Street Partners Investment Advisory
Virginia
$553K +$553K +6,543 New
LG
589
LaFleur & Godfrey
Michigan
$549K
MA
590
Montag & Associates
Georgia
$548K
PM
591
Penbrook Management
New York
$546K
DWM
592
Dakota Wealth Management
Florida
$538K +$127K +1,501 +31%
QI
593
Qtron Investments
Massachusetts
$535K +$180K +2,129 +51%
FFA
594
First Foundation Advisors
California
$533K -$134K -1,589 -20%
EGA
595
E&G Advisors
Texas
$532K
CWP
596
Curated Wealth Partners
California
$526K +$526K +6,219 New
RPC
597
Rossmore Private Capital
Connecticut
$525K -$422 -5 -0.1%
TIM
598
Thornburg Investment Management
New Mexico
$522K -$46.5K -550 -8%
LPIC
599
LeJeune Puetz Investment Counsel
Michigan
$520K
MAA
600
Mraz Amerine & Associates
California
$519K -$8.45K -100 -2%