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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 %
SGA
701
Strategic Global Advisors
California
$377K +$5.44K +62 +1%
Citadel Advisors
702
Citadel Advisors
Florida
$376K -$25.2M -287,988 -99%
MSA
703
Marino Stram & Associates
Massachusetts
$374K +$12.5K +142 +3%
IC
704
Intersect Capital
California
$374K +$93.7K +1,067 +33%
HSG
705
Helen Stephens Group
Texas
$373K
MWM
706
Modera Wealth Management
New Jersey
$373K +$373K +4,250 New
SRC
707
Shufro Rose & Co
New York
$372K
PCM
708
Pointe Capital Management
Michigan
$372K +$39.1K +446 +12%
ACM
709
Ategra Capital Management
Virginia
$370K -$42.6K -486 -10%
OC
710
Oakworth Capital
Alabama
$370K -$26.3K -300 -7%
KC
711
Kenfarb & Co
Kentucky
$369K
QI
712
Qtron Investments
Massachusetts
$368K
RSWM
713
Robertson Stephens Wealth Management
California
$367K -$22K -251 -6%
GRP
714
Global Retirement Partners
California
$366K +$366K +3,986 New
SAM
715
S.A. Mason
Michigan
$363K
ARG
716
Advisory Resource Group
Oklahoma
$363K +$17.3K +197 +5%
PCMN
717
Paradigm Capital Management (Nevada)
Nevada
$362K -$19.8K -225 -5%
MGIA
718
Moneta Group Investment Advisors
Missouri
$362K +$5.79K +66 +2%
Koshinski Asset Management
719
Koshinski Asset Management
Illinois
$361K +$7.46K +85 +2%
VC
720
Vicus Capital
Pennsylvania
$361K -$2.02K -23 -0.6%
OR
721
Olympiad Research
Connecticut
$361K
KMWM
722
Keudell/Morrison Wealth Management
Oregon
$361K +$28.7K +327 +9%
EIM
723
Essex Investment Management
Massachusetts
$360K
1WM
724
1900 Wealth Management
Texas
$360K +$360K +4,111 New
PIM
725
Penobscot Investment Management
Massachusetts
$358K