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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 %
SAM
726
S.A. Mason
Michigan
$350K
IF
727
Intrua Financial
Texas
$349K +$21.6K +256 +7%
1WM
728
1900 Wealth Management
Texas
$348K
AS
729
Altshuler Shaham
Israel
$347K -$169K -2,000 -33%
EIM
730
Essex Investment Management
Massachusetts
$347K
PIM
731
Penobscot Investment Management
Massachusetts
$345K
AWA
732
Arkadios Wealth Advisors
Georgia
$345K +$25.2K +298 +8%
MWM
733
Meridian Wealth Management
Kentucky
$345K +$50.3K +594 +17%
VC
734
Vicus Capital
Pennsylvania
$343K -$4.22K -50 -1%
SRC
735
Shufro Rose & Co
New York
$342K -$16.9K -200 -5%
MRCM
736
M&R Capital Management
New Jersey
$342K +$296K +3,500 +636%
MWM
737
Mattern Wealth Management
Kansas
$341K
ICG
738
InterOcean Capital Group
Tennessee
$341K +$341K +4,038 New
ACM
739
Ategra Capital Management
Virginia
$337K -$19.4K -230 -5%
AWM
740
Apollon Wealth Management
South Carolina
$333K -$106K -1,258 -24%
NPF
741
Norris Perne & French
Michigan
$333K -$40.8K -482 -11%
FPFS
742
First Personal Financial Services
North Carolina
$333K
WCF
743
West Coast Financial
California
$329K -$3.81K -45 -1%
FTA
744
Financial & Tax Architects
Missouri
$329K +$592 +7 +0.2%
RSWM
745
Robertson Stephens Wealth Management
California
$328K -$25.8K -305 -7%
SVWAG
746
Sound View Wealth Advisors Group
Georgia
$328K
VWM
747
Venturi Wealth Management
Texas
$327K -$85.2K -1,008 -21%
SMG
748
Smart Money Group
Texas
$327K +$23.2K +275 +8%
BIP
749
Blueprint Investment Partners
North Carolina
$327K +$327K +3,865 New
AIP
750
Almanack Investment Partners
Pennsylvania
$326K +$326K +3,856 New