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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 %
TYCC
751
Texas Yale Capital Corp
Florida
$325K
PTC
752
Private Trust Company
Ohio
$324K -$18.6K -220 -5%
CWP
753
Concord Wealth Partners
Virginia
$323K -$143K -1,687 -31%
MIA
754
MMBG Investment Advisors
Florida
$321K
HI
755
Hendershot Investments
Virginia
$320K -$3.89K -46 -1%
TLCM
756
Twin Lakes Capital Management
California
$320K -$3.63K -43 -1%
RTC
757
Riverview Trust Company
Washington
$318K
MIM
758
Merrion Investment Management
New Jersey
$317K -$16.1K -190 -5%
CWM
759
CCG Wealth Management
California
$316K -$4.99K -59 -2%
Koshinski Asset Management
760
Koshinski Asset Management
Illinois
$314K -$34.1K -404 -10%
RCG
761
Regatta Capital Group
California
$313K -$140K -1,656 -31%
NDSI
762
Newman Dignan & Sheerar Inc
Rhode Island
$313K
SFG
763
Summit Financial Group
West Virginia
$312K
PB
764
Pinnacle Bancorp
Nebraska
$310K
ARG
765
Advisory Resource Group
Oklahoma
$308K -$42K -496 -12%
RHAM
766
Round Hill Asset Management
California
$308K
HIM
767
Hotaling Investment Management
Pennsylvania
$307K +$111K +1,315 +57%
PCMN
768
Paradigm Capital Management (Nevada)
Nevada
$306K -$42.3K -500 -12%
PWM
769
Perigon Wealth Management
California
$305K +$110K +1,297 +56%
V
770
Veritable
Delaware
$304K +$10.9K +129 +4%
PP
771
PDS Planning
Ohio
$303K +$32.4K +384 +12%
IPW
772
Inlet Private Wealth
Florida
$302K
VWA
773
V Wealth Advisors
Kansas
$300K -$179K -2,121 -37%
HJIM
774
Henry James International Management
New York
$300K
VC
775
Veracity Capital
Georgia
$299K -$2.11K -25 -0.7%