NVS icon

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 %
GWA
676
GGM Wealth Advisors
Maryland
$426K +$426K +4,654 New
CCM
677
Canal Capital Management
Virginia
$425K -$3.5M -39,906 -89%
DAS
678
Dynamic Advisor Solutions
Arizona
$422K +$30.3K +345 +8%
BB
679
Busey Bank
Illinois
$420K -$52.1K -593 -11%
SIC
680
Salem Investment Counselors
North Carolina
$419K -$19.9K -227 -5%
CCM
681
Coldstream Capital Management
Washington
$416K +$48.9K +558 +13%
YIA
682
YHB Investment Advisors
Connecticut
$412K -$2.2K -25 -0.5%
AAS
683
Ameritas Advisory Services
Nebraska
$408K -$14.3K -163 -3%
VCM
684
Violich Capital Management
California
$408K -$7.9K -90 -2%
CIAS
685
Capital Investment Advisory Services
North Carolina
$403K +$11K +126 +3%
AL
686
Aspiriant LLC
California
$402K -$1.84K -21 -0.5%
MBT
687
Montecito Bank & Trust
California
$400K
SBL
688
Sargent Bickham Lagudis
Colorado
$398K +$7.9K +90 +2%
CA
689
Cullinan Associates
Kentucky
$395K -$14.5K -165 -4%
CCG
690
Cypress Capital Group
Florida
$392K -$59.3K -676 -13%
CAL
691
Capital Analysts LLC
Pennsylvania
$389K -$877 -10 -0.2%
NPF
692
Norris Perne & French
Michigan
$388K -$135K -1,537 -26%
AMIM
693
Aull & Monroe Investment Management
Alabama
$388K
ST
694
Spinnaker Trust
Maine
$385K -$41.7K -475 -10%
CWM
695
Circle Wealth Management
New Jersey
$384K +$48.2K +550 +14%
GWM
696
GSB Wealth Management
Connecticut
$383K +$351 +4 +0.1%
OIA
697
OneDigital Investment Advisors
Kansas
$383K +$12K +137 +3%
BAAM
698
Baker Avenue Asset Management
California
$382K +$83.8K +956 +28%
JC
699
Jacobs & Co
California
$379K -$87.6K -1,000 -19%
ANI
700
American National Insurance
Texas
$377K