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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 %
PP
801
PDS Planning
Ohio
$281K +$58K +661 +26%
PFBT
802
Parkside Financial Bank & Trust
Missouri
$279K +$7.82K +89 +3%
ACP
803
Aveo Capital Partners
Colorado
$279K +$13.7K +156 +5%
PWP
804
Pursue Wealth Partners
California
$279K
TF
805
Tompkins Financial
New York
$278K +$49.3K +560 +22%
IRC
806
Investors Research Corp
Georgia
$277K
WAM
807
Weatherly Asset Management
California
$276K -$20.2K -230 -7%
CPWA
808
Cerro Pacific Wealth Advisors
California
$276K -$5.79K -66 -2%
RCC
809
Red Cedar Capital
Nebraska
$276K
CWM
810
Cornerstone Wealth Management
Missouri
$275K -$9.12K -104 -3%
AA
811
Argent Advisors
Louisiana
$274K
PCA
812
Peddock Capital Advisors
Massachusetts
$274K
CBTWT
813
Community Bank & Trust (Waco, Texas)
Texas
$273K +$8.78K +100 +3%
EDRH
814
Edmond de Rothschild Holding
Switzerland
$273K +$26K +296 +11%
PFSC
815
Peoples Financial Services Corp
Pennsylvania
$270K -$17.6K -200 -6%
TFS
816
Thoroughbred Financial Services
Tennessee
$270K +$270K +3,083 New
CC
817
Courier Capital
New York
$269K
PTP
818
Platform Technology Partners
New York
$269K +$88 +1 +0%
PWA
819
Physician Wealth Advisors
Utah
$267K -$9.61K -109 -3%
LJAC
820
L.J. Altfest & Co
New York
$266K -$472K -5,374 -64%
HWM
821
HB Wealth Management
Georgia
$266K +$266K +3,032 New
HWMG
822
Hurlow Wealth Management Group
Indiana
$265K -$26.5K -302 -9%
PAM
823
Paradigm Asset Management
New York
$264K
PTC
824
Philadelphia Trust Company
Pennsylvania
$264K -$17.5K -200 -6%
MCC
825
Money Concepts Capital
Florida
$264K +$264K +3,005 New