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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 %
RCM
726
RNC Capital Management
California
$357K +$12.3K +140 +4%
BOH
727
Bank of Hawaii
Hawaii
$357K +$54.7K +624 +18%
PTC
728
Private Trust Company
Ohio
$355K -$8.33K -95 -2%
BFAG
729
Blackston Financial Advisory Group
Florida
$355K +$41.6K +509 +13%
MWM
730
Mattern Wealth Management
Kansas
$354K -$7.47K -85 -2%
FPFS
731
First Personal Financial Services
North Carolina
$346K -$88 -1 -0%
WCF
732
West Coast Financial
California
$345K
MIM
733
Merrion Investment Management
New Jersey
$345K +$175 +2 +0.1%
BRWM
734
B. Riley Wealth Management
Tennessee
$341K -$6.06K -69 -2%
FTA
735
Financial & Tax Architects
Missouri
$341K +$341K +3,882 New
IF
736
Intrua Financial
Texas
$340K -$67.5K -769 -17%
SVWAG
737
Sound View Wealth Advisors Group
Georgia
$340K
ECG
738
Edge Capital Group
Georgia
$339K +$63.9K +728 +23%
TYCC
739
Texas Yale Capital Corp
Florida
$337K
HI
740
Hendershot Investments
Virginia
$336K
TLCM
741
Twin Lakes Capital Management
California
$336K +$8.24K +94 +3%
SFO
742
Stokes Family Office
Louisiana
$336K +$120K +1,371 +56%
HCA
743
Heck Capital Advisors
Wisconsin
$334K -$3.42K -39 -1%
CA
744
Continuum Advisory
Idaho
$334K +$334K +3,793 New
MIA
745
MMBG Investment Advisors
Florida
$333K
CWM
746
CCG Wealth Management
California
$333K +$333K +3,794 New
AWA
747
Arkadios Wealth Advisors
Georgia
$332K +$43.2K +493 +15%
RTC
748
Riverview Trust Company
Washington
$330K
AP
749
Americana Partners
Texas
$328K -$965K -11,111 -75%
SFG
750
Summit Financial Group
West Virginia
$324K -$6.58K -75 -2%