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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 %
CC
826
Courier Capital
New York
$259K
PWP
827
Pursue Wealth Partners
California
$258K
MCM
828
Murphy Capital Management
New Jersey
$258K +$5.41K +64 +2%
Fiera Capital (Canada)
829
Fiera Capital (Canada)
Quebec, Canada
$258K +$42.3K +500 +20%
MW
830
Marcum Wealth
Ohio
$256K -$15.2K -180 -6%
HWMG
831
Hurlow Wealth Management Group
Indiana
$256K
SC
832
Savant Capital
Illinois
$256K +$16.5K +196 +7%
VPI
833
Value Partners Investments
Manitoba, Canada
$256K +$256K +3,034 New
PTP
834
Platform Technology Partners
New York
$255K -$3.97K -47 -2%
PTC
835
Philadelphia Trust Company
Pennsylvania
$255K
PAM
836
Paradigm Asset Management
New York
$255K
BFM
837
Boston Financial Management
Massachusetts
$253K +$676 +8 +0.3%
SIG
838
Stonegate Investment Group
Alabama
$251K +$251K +2,974 New
KP
839
Keel Point
Alabama
$250K +$11.4K +131 +5%
DWM
840
Dorchester Wealth Management
Quebec, Canada
$249K +$29.2K +345 +13%
VFA
841
Valeo Financial Advisors
Indiana
$248K -$24.2K -287 -9%
PWA
842
Physician Wealth Advisors
Utah
$247K -$12.8K -149 -5%
WAP
843
Wealthcare Advisory Partners
Pennsylvania
$246K +$246K +2,909 New
CWM
844
Cornerstone Wealth Management
Missouri
$245K -$20.2K -239 -8%
CBTWT
845
Community Bank & Trust (Waco, Texas)
Texas
$245K -$17.8K -210 -7%
EWA
846
EverSource Wealth Advisors
Alabama
$245K -$2.36K -28 -1%
AFM
847
Andesa Financial Management
Pennsylvania
$244K +$3.46K +41 +1%
FHA
848
Flagship Harbor Advisors
Massachusetts
$243K -$1.18K -14 -0.5%
NG
849
Northstar Group
New York
$243K
AWM
850
Avitas Wealth Management
California
$243K +$243K +2,876 New