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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 %
GTAM
801
Global Trust Asset Management
Florida
$276K -$8.29K -98 -3%
CCM
802
Crew Capital Management
Ohio
$276K
WWM
803
Western Wealth Management
Colorado
$274K -$39.8K -469 -13%
FLI
804
Family Legacy Inc
South Carolina
$273K
HWM
805
HB Wealth Management
Georgia
$273K +$17.1K +202 +7%
LA
806
Latitude Advisors
Florida
$271K -$542K -6,418 -67%
KMWM
807
Keudell/Morrison Wealth Management
Oregon
$271K -$77.1K -912 -22%
HLOC
808
H.L. Ormond & Company
North Carolina
$271K -$30.4K -359 -10%
PFBT
809
Parkside Financial Bank & Trust
Missouri
$269K +$845 +10 +0.3%
BHWM
810
Bar Harbor Wealth Management
New Hampshire
$269K +$269K +3,187 New
AIA
811
Alera Investment Advisors
Illinois
$268K +$268K +3,172 New
IRC
812
Investors Research Corp
Georgia
$267K
WAM
813
Weatherly Asset Management
California
$266K
WANY
814
Wealthspire Advisors (New York)
New York
$266K +$50.4K +596 +23%
ECG
815
Edge Capital Group
Georgia
$265K -$61.8K -731 -19%
RCC
816
Red Cedar Capital
Nebraska
$265K
PCA
817
Peddock Capital Advisors
Massachusetts
$264K
EFSCE
818
Enterprise Financial Services Corp (EFSC)
Missouri
$263K +$13.6K +161 +5%
OAM
819
Occidental Asset Management
California
$262K -$33.4K -396 -11%
PCA
820
Pallas Capital Advisors
Massachusetts
$262K -$18.8K -219 -7%
HNWAG
821
High Net Worth Advisory Group
Florida
$262K -$11.8K -140 -4%
AA
822
Argent Advisors
Louisiana
$262K -$1.94K -23 -0.7%
CHA
823
Carmichael Hill & Associates
Maryland
$260K -$17.3K -205 -6%
PFSC
824
Peoples Financial Services Corp
Pennsylvania
$260K
TFS
825
Thoroughbred Financial Services
Tennessee
$260K