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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 %
PT
826
Plimoth Trust
Massachusetts
$263K -$2.37K -27 -0.9%
MCM
827
Murphy Capital Management
New Jersey
$262K -$8.5K -97 -3%
BFM
828
Boston Financial Management
Massachusetts
$262K +$262K +2,988 New
AWM
829
Angeles Wealth Management
California
$261K +$261K +2,978 New
RRA
830
Round Rock Advisors
Connecticut
$260K +$260K +2,960 New
EFSCE
831
Enterprise Financial Services Corp (EFSC)
Missouri
$259K +$20K +228 +8%
FNBOO
832
First National Bank of Omaha
Nebraska
$257K -$328K -3,732 -56%
QPW
833
Quantum Private Wealth
Florida
$257K -$175K -2,000 -40%
EWA
834
EverSource Wealth Advisors
Alabama
$257K +$24K +274 +10%
NG
835
Northstar Group
New York
$253K
FHA
836
Flagship Harbor Advisors
Massachusetts
$253K +$7.71K +88 +3%
WAAG
837
Wealth Alliance Advisory Group
Kansas
$252K -$702 -8 -0.3%
CA
838
Claro Advisors
Massachusetts
$251K
AFM
839
Andesa Financial Management
Pennsylvania
$249K -$38.3K -438 -13%
SC
840
Savant Capital
Illinois
$249K -$2.11K -24 -0.8%
PP
841
Pacifica Partners
Canada
$249K
WT
842
Washington Trust
Rhode Island
$249K +$176 +2 +0.1%
ACM
843
Allred Capital Management
Texas
$249K +$2.01K +23 +0.8%
LWM
844
Lyell Wealth Management
California
$246K +$246K +2,800 New
P
845
Palladiem
Pennsylvania
$245K
TFCP
846
Twin Focus Capital Partners
Massachusetts
$245K +$11.3K +129 +5%
LWM
847
Laidlaw Wealth Management
New York
$244K -$2.63K -30 -1%
Mitsubishi UFJ Asset Management
848
Mitsubishi UFJ Asset Management
Japan
$244K
LFA
849
Laraway Financial Advisors
Minnesota
$243K
9WM
850
9258 Wealth Management
Ohio
$242K -$12.1K -138 -5%