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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 %
RWA
651
Ropes Wealth Advisors
Massachusetts
$453K -$21.6K -246 -5%
NCM
652
Northwest Capital Management
Oregon
$452K
SAM
653
Security Asset Management
New York
$450K -$40.7K -464 -8%
ST
654
Smithfield Trust
Pennsylvania
$449K -$35.3K -400 -7%
FAT
655
First American Trust
California
$449K +$64.6K +737 +17%
YIH
656
Y-Intercept (HK)
Hong Kong
$447K -$192K -2,183 -30%
BJL
657
Brighton Jones LLC
Washington
$447K +$5.35K +61 +1%
ATIA
658
American Trust Investment Advisors
New Hampshire
$447K +$20.6K +235 +5%
IAA
659
Independent Advisor Alliance
North Carolina
$446K -$9.74K -111 -2%
AIM
660
Alhambra Investment Management
Florida
$442K
NSAM
661
North Star Asset Management
Wisconsin
$441K +$2.19K +25 +0.5%
MSFP
662
Mark Sheptoff Financial Planning
Connecticut
$440K -$35.1K -400 -7%
AIM
663
Allen Investment Management
New York
$439K
VBCG
664
Valley Brook Capital Group
Pennsylvania
$437K -$14.6K -167 -3%
PWMAG
665
Pinnacle Wealth Management Advisory Group
New Jersey
$434K
PIMG
666
Patriot Investment Management Group
Tennessee
$431K -$21.2K -242 -5%
NP
667
NorthRock Partners
Minnesota
$430K -$16.1K -183 -4%
IFWM
668
Institute for Wealth Management
Colorado
$429K +$88 +1 +0%
CIA
669
Cohen Investment Advisors
New Hampshire
$429K +$5.79K +66 +1%
FWM
670
Fairhaven Wealth Management
Illinois
$428K -$1.35M -15,414 -76%
ACP
671
Ashfield Capital Partners
California
$428K
RFO
672
RiverGlades Family Offices
Florida
$428K
VWM
673
Venturi Wealth Management
Texas
$428K +$24K +273 +6%
BIA
674
Benchmark Investment Advisors
Illinois
$427K -$49.8K -567 -10%
DWM
675
Dakota Wealth Management
Florida
$427K +$16.2K +185 +4%