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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 %
OR
676
Olympiad Research
Connecticut
$341K
MLL
677
Moody Lynn & Lieberson
Massachusetts
$340K -$21.5K -283 -6%
SGA
678
Strategic Global Advisors
California
$337K +$15.4K +203 +5%
MGIA
679
Moneta Group Investment Advisors
Missouri
$336K -$13.8K -182 -4%
AL
680
Aspiriant LLC
California
$336K +$454 +6 +0.1%
PSP
681
Principal Street Partners
Tennessee
$336K +$84.1K +1,106 +33%
QI
682
Qtron Investments
Massachusetts
$335K -$145K -1,912 -30%
YIA
683
YHB Investment Advisors
Connecticut
$335K -$22.1K -290 -6%
CCG
684
Cypress Capital Group
Florida
$333K -$4.18K -55 -1%
CWM
685
Circle Wealth Management
New Jersey
$333K
AMIM
686
Aull & Monroe Investment Management
Alabama
$333K
LG
687
LaFleur & Godfrey
Michigan
$332K -$161K -2,126 -33%
GWM
688
GSB Wealth Management
Connecticut
$332K
WP
689
WealthSource Partners
California
$331K -$178K -2,344 -35%
CIAS
690
Capital Investment Advisory Services
North Carolina
$330K -$21.6K -284 -6%
WA
691
Wealth Alliance
New York
$330K +$70K +921 +27%
AAS
692
Ameritas Advisory Services
Nebraska
$329K +$5.25K +69 +2%
MBT
693
Montecito Bank & Trust
California
$328K -$5.32K -70 -2%
CAL
694
Capital Analysts LLC
Pennsylvania
$328K -$4.56K -60 -1%
PCM
695
Pointe Capital Management
Michigan
$327K +$4.11K +54 +1%
MNBTD
696
Moody National Bank Trust Division
Texas
$326K -$7.99K -105 -2%
AFM
697
Andesa Financial Management
Pennsylvania
$324K +$104K +1,364 +47%
VCM
698
Violich Capital Management
California
$323K -$30.4K -400 -9%
PAM
699
Paradigm Asset Management
New York
$320K +$91.2K +1,200 +40%
BMO
700
Beck Mack & Oliver
New York
$319K -$76K -1,000 -19%