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Novartis

1,087 hedge funds and large institutions have $13.8B invested in Novartis in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 323 increasing their positions, 456 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,087
Holders Change
-53
Holders Change %
-4.65%
% of All Funds
18.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
63
Increased
323
Reduced
456
Closed
95
Calls
$441M
Puts
$204M
Net Calls
+$236M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
651
Alhambra Investment Management
Florida
$383K
NSAM
652
North Star Asset Management
Wisconsin
$382K
MSFP
653
Mark Sheptoff Financial Planning
Connecticut
$381K
BJL
654
Brighton Jones LLC
Washington
$381K +$30K +394 +9%
AIM
655
Allen Investment Management
New York
$380K
HSG
656
Helen Stephens Group
Texas
$379K +$55.8K +734 +17%
VBCG
657
Valley Brook Capital Group
Pennsylvania
$378K
IFWM
658
Institute for Wealth Management
Colorado
$376K +$5.47K +72 +1%
CIA
659
Cohen Investment Advisors
New Hampshire
$375K +$6.17K +81 +2%
CCM
660
Canal Capital Management
Virginia
$373K +$4.94K +65 +1%
IAA
661
Independent Advisor Alliance
North Carolina
$370K +$21.2K +279 +6%
PL
662
Plancorp LLC
Missouri
$367K -$5.93K -78 -2%
BOPW
663
Brandywine Oak Private Wealth
Pennsylvania
$365K -$34.8K -458 -9%
FAT
664
First American Trust
California
$364K
ACP
665
Ashfield Capital Partners
California
$359K
ST
666
Spinnaker Trust
Maine
$359K
CC
667
Cannell & Co
New York
$358K -$29.7K -390 -8%
RCG
668
Regatta Capital Group
California
$358K +$45K +533 +14%
CA
669
Cullinan Associates
Kentucky
$357K +$15.2K +200 +4%
DAS
670
Dynamic Advisor Solutions
Arizona
$356K -$14.9K -196 -4%
HPC
671
HM Payson & Co
Maine
$356K +$98.3K +1,295 +38%
BB
672
Busey Bank
Illinois
$355K -$9.74K -128 -3%
BAM
673
Blueshift Asset Management
New Jersey
$347K -$268K -3,525 -44%
MSA
674
Marino Stram & Associates
Massachusetts
$347K +$4.56K +60 +1%
PAM
675
Panagora Asset Management
Massachusetts
$347K +$347K +4,564 New