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Novartis

1,087 hedge funds and large institutions have $13.8B invested in Novartis in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 323 increasing their positions, 456 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,087
Holders Change
-53
Holders Change %
-4.65%
% of All Funds
18.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
63
Increased
323
Reduced
456
Closed
95
Calls
$441M
Puts
$204M
Net Calls
+$236M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
801
Western Wealth Management
Colorado
$244K
HIC
802
Hartline Investment Corp
Illinois
$244K +$244K +3,205 New
AA
803
Argent Advisors
Louisiana
$243K +$7.59K +100 +3%
RWA
804
River Wealth Advisors
Pennsylvania
$243K +$56.3K +740 +30%
GTAM
805
Global Trust Asset Management
Florida
$242K -$5.93K -78 -2%
HI
806
Harbour Investments
Wisconsin
$241K
PFBT
807
Parkside Financial Bank & Trust
Missouri
$240K -$2.67K -35 -1%
IRC
808
Investors Research Corp
Georgia
$240K
VWM
809
Venturi Wealth Management
Texas
$239K -$55.1K -725 -19%
KCM
810
Kendall Capital Management
Maryland
$239K -$11.6K -152 -5%
RCC
811
Red Cedar Capital
Nebraska
$239K
WAM
812
Weatherly Asset Management
California
$239K
PCA
813
Peddock Capital Advisors
Massachusetts
$237K
SIG
814
Stonegate Investment Group
Alabama
$237K +$10.6K +139 +5%
P
815
Pitcairn
Pennsylvania
$237K +$20.6K +272 +10%
OAM
816
Occidental Asset Management
California
$236K
QCIG
817
Quad-Cities Investment Group
Iowa
$236K +$236K +3,107 New
FCBT
818
First Citizens Bank & Trust
North Carolina
$235K +$29.3K +386 +14%
PFSC
819
Peoples Financial Services Corp
Pennsylvania
$234K
TFS
820
Thoroughbred Financial Services
Tennessee
$234K
CHA
821
Carmichael Hill & Associates
Maryland
$234K
CWM
822
Cornerstone Wealth Management
Missouri
$234K +$13.5K +177 +6%
ECG
823
Edge Capital Group
Georgia
$232K -$5.84K -77 -2%
EFSCE
824
Enterprise Financial Services Corp (EFSC)
Missouri
$232K -$4.4K -58 -2%
Fiera Capital (Canada)
825
Fiera Capital (Canada)
Quebec, Canada
$232K