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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 %
PWP
651
Principle Wealth Partners
Connecticut
$450K -$61.7K -730 -12%
H
652
HoyleCohen
California
$445K -$7.95K -94 -2%
BOPW
653
Brandywine Oak Private Wealth
Pennsylvania
$444K -$20.5K -243 -4%
BMO
654
Beck Mack & Oliver
New York
$440K
LG
655
Leuthold Group
Minnesota
$438K +$438K +5,187 New
RWA
656
Ropes Wealth Advisors
Massachusetts
$436K
ATIA
657
American Trust Investment Advisors
New Hampshire
$436K +$5.49K +65 +1%
SFO
658
Stokes Family Office
Louisiana
$436K +$113K +1,337 +35%
WB
659
WesBanco Bank
West Virginia
$435K -$22.5K -266 -5%
NCM
660
Northwest Capital Management
Oregon
$435K
CC
661
Cannell & Co
New York
$431K -$33.8K -400 -7%
ACP
662
Aveo Capital Partners
Colorado
$431K +$162K +1,918 +60%
AIM
663
Alhambra Investment Management
Florida
$426K
CB
664
Community Bank
New York
$425K -$42.2K -500 -9%
NSAM
665
North Star Asset Management
Wisconsin
$425K
MSFP
666
Mark Sheptoff Financial Planning
Connecticut
$424K
AIM
667
Allen Investment Management
New York
$423K
VBCG
668
Valley Brook Capital Group
Pennsylvania
$421K
AAS
669
Annex Advisory Services
Wisconsin
$419K -$575K -6,800 -58%
PWMAG
670
Pinnacle Wealth Management Advisory Group
New Jersey
$418K
BFS
671
Bard Financial Services
Connecticut
$418K
PL
672
Plancorp LLC
Missouri
$415K -$78.9K -933 -16%
NP
673
NorthRock Partners
Minnesota
$415K +$508 +6 +0.1%
IFWM
674
Institute for Wealth Management
Colorado
$412K -$591 -7 -0.1%
RFO
675
RiverGlades Family Offices
Florida
$412K