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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 %
WWM
751
Western Wealth Management
Colorado
$324K +$324K +3,698 New
PB
752
Pinnacle Bancorp
Nebraska
$322K -$15.3K -175 -5%
RHAM
753
Round Hill Asset Management
California
$320K
HPC
754
HM Payson & Co
Maine
$319K +$18.4K +210 +6%
GA
755
GoalVest Advisory
New York
$318K +$318K +3,621 New
AA
756
Ancora Advisors
Ohio
$317K -$9.38K -107 -3%
SMG
757
Smart Money Group
Texas
$316K +$7.73K +88 +3%
IPW
758
Inlet Private Wealth
Florida
$314K
LB
759
Leo Brokerage
Texas
$314K +$314K +3,578 New
HLOC
760
H.L. Ormond & Company
North Carolina
$313K -$2.29K -26 -0.7%
VC
761
Veracity Capital
Georgia
$313K +$9.13K +104 +3%
HJIM
762
Henry James International Management
New York
$312K
PCP
763
Proficio Capital Partners
Massachusetts
$311K +$311K +3,542 New
AWA
764
Arete Wealth Advisors
Illinois
$310K -$23.8K -271 -7%
GT
765
Glenview Trust
Kentucky
$309K
ZB
766
Zions Bancorporation
Utah
$309K +$57.4K +655 +23%
RMDI
767
R.M. Davis Inc
Maine
$308K -$43.8K -500 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
768
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$307K -$16.9M -192,200 -98%
OAM
769
Occidental Asset Management
California
$307K +$614 +7 +0.2%
CAM
770
Cozad Asset Management
Illinois
$307K +$26.3K +300 +9%
MWM
771
Meridian Wealth Management
Kentucky
$306K
RCAG
772
Rehmann Capital Advisory Group
Michigan
$306K +$7.99K +91 +3%
V
773
Veritable
Delaware
$304K -$13.8K -158 -4%
PCA
774
Pallas Capital Advisors
Massachusetts
$303K -$132K -1,424 -30%
WHC
775
Wulff, Hansen & Co
California
$301K -$65.5K -745 -18%