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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 %
CA
701
Cullinan Associates
Kentucky
$380K
OR
702
Olympiad Research
Connecticut
$379K +$31.4K +371 +9%
CCG
703
Cypress Capital Group
Florida
$375K -$2.54K -30 -0.7%
AL
704
Aspiriant LLC
California
$374K -$12.7K -151 -3%
SBL
705
Sargent Bickham Lagudis
Colorado
$373K -$11K -130 -3%
MNBTD
706
Moody National Bank Trust Division
Texas
$371K -$368K -4,353 -50%
MBT
707
Montecito Bank & Trust
California
$371K -$14.8K -175 -4%
MWM
708
Modera Wealth Management
New Jersey
$371K +$11.5K +136 +3%
CAL
709
Capital Analysts LLC
Pennsylvania
$370K -$5.07K -60 -1%
AMIM
710
Aull & Monroe Investment Management
Alabama
$370K -$4.23K -50 -1%
CWM
711
Circle Wealth Management
New Jersey
$370K
BIA
712
Benchmark Investment Advisors
Illinois
$369K -$42.3K -500 -10%
GWM
713
GSB Wealth Management
Connecticut
$369K
KC
714
Kenfarb & Co
Kentucky
$369K
AAS
715
Ameritas Advisory Services
Nebraska
$360K -$33.8K -400 -9%
HSG
716
Helen Stephens Group
Texas
$359K
PCM
717
Pointe Capital Management
Michigan
$359K
SGA
718
Strategic Global Advisors
California
$358K -$5.49K -65 -2%
OC
719
Oakworth Capital
Alabama
$357K
FOA
720
Five Oceans Advisors
California
$355K +$68.1K +807 +24%
KCM
721
Kathmere Capital Management
Pennsylvania
$354K +$79.4K +938 +29%
PIMG
722
Patriot Investment Management Group
Tennessee
$352K -$62.9K -745 -15%
GRP
723
Global Retirement Partners
California
$352K +$15.1K +179 +4%
BOH
724
Bank of Hawaii
Hawaii
$351K +$6.68K +79 +2%
RCM
725
RNC Capital Management
California
$351K +$7.52K +89 +2%