NVS icon

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 %
WB
701
WesBanco Bank
West Virginia
$319K -$72.3K -951 -18%
MWM
702
Modera Wealth Management
New Jersey
$319K -$14.3K -188 -4%
KC
703
Kenfarb & Co
Kentucky
$319K
ACA
704
Atlas Capital Advisors
Wyoming
$318K -$229K -3,019 -42%
OC
705
Oakworth Capital
Alabama
$316K -$4.56K -60 -1%
SAM
706
S.A. Mason
Michigan
$314K
PMAM
707
Penn Mutual Asset Management
Pennsylvania
$313K +$313K +4,120 New
GRP
708
Global Retirement Partners
California
$312K -$26K -320 -8%
BIA
709
Benchmark Investment Advisors
Illinois
$312K -$19.4K -256 -6%
EIM
710
Essex Investment Management
Massachusetts
$312K
1WM
711
1900 Wealth Management
Texas
$312K
RWA
712
Ropes Wealth Advisors
Massachusetts
$311K -$80.9K -1,065 -21%
RCM
713
RNC Capital Management
California
$310K -$6.16K -81 -2%
PIM
714
Penobscot Investment Management
Massachusetts
$310K
SRC
715
Shufro Rose & Co
New York
$310K +$3.04K +40 +1%
MRCM
716
M&R Capital Management
New Jersey
$307K
AAS
717
Annex Advisory Services
Wisconsin
$306K -$70.8K -931 -19%
MWM
718
Mattern Wealth Management
Kansas
$306K
CF
719
Centaurus Financial
California
$304K +$102K +1,349 +51%
ACM
720
Ategra Capital Management
Virginia
$303K
NPF
721
Norris Perne & French
Michigan
$299K
SBL
722
Sargent Bickham Lagudis
Colorado
$298K -$36.5K -481 -11%
SFO
723
Stokes Family Office
Louisiana
$297K -$94.7K -1,248 -24%
CWP
724
Concord Wealth Partners
Virginia
$297K +$6.84K +90 +2%
HWM
725
HB Wealth Management
Georgia
$297K +$50.8K +667 +21%