NVS icon

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 %
DAS
676
Dynamic Advisor Solutions
Arizona
$412K +$5.66K +67 +1%
CIA
677
Cohen Investment Advisors
New Hampshire
$410K -$3.98K -47 -1%
CCM
678
Canal Capital Management
Virginia
$409K
BB
679
Busey Bank
Illinois
$405K +$1.52K +18 +0.4%
JWM
680
Jeppson Wealth Management
California
$405K +$405K +4,791 New
FAT
681
First American Trust
California
$404K -$28.5K -337 -7%
YIH
682
Y-Intercept (HK)
Hong Kong
$404K -$26.6K -314 -6%
SG Americas Securities
683
SG Americas Securities
New York
$404K +$404K +4,774 New
MLL
684
Moody Lynn & Lieberson
Massachusetts
$402K -$67.3K -796 -14%
NL
685
NWAM LLC
Washington
$402K +$114K +1,351 +40%
ACP
686
Ashfield Capital Partners
California
$400K -$12.4K -147 -3%
ST
687
Spinnaker Trust
Maine
$399K +$28.2K +334 +8%
IC
688
Intersect Capital
California
$398K +$38K +450 +11%
SWM
689
Spire Wealth Management
Virginia
$397K -$238K -2,820 -38%
YIA
690
YHB Investment Advisors
Connecticut
$397K
CA
691
Claro Advisors
Massachusetts
$397K +$155K +1,828 +64%
NSB
692
Norway Savings Bank
Maine
$394K -$76.4K -905 -16%
HCM
693
Hutner Capital Management
Vermont
$393K -$128K -1,516 -25%
VCM
694
Violich Capital Management
California
$393K
CIAS
695
Capital Investment Advisory Services
North Carolina
$391K +$2.37K +28 +0.6%
BJL
696
Brighton Jones LLC
Washington
$390K -$40.5K -480 -9%
GWA
697
GGM Wealth Advisors
Maryland
$390K
MGIA
698
Moneta Group Investment Advisors
Missouri
$389K +$40.3K +477 +12%
IAA
699
Independent Advisor Alliance
North Carolina
$387K -$42.1K -499 -10%
MSA
700
Marino Stram & Associates
Massachusetts
$381K +$20.8K +246 +6%