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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 %
BA
851
Bristlecone Advisors
Washington
$242K
OWA
852
Opal Wealth Advisors
New York
$242K +$13.4K +153 +6%
CPIA
853
Cornell Pochily Investment Advisors
New York
$241K -$4.38K -50 -2%
KP
854
Keel Point
Alabama
$240K -$15.6K -177 -6%
LCM
855
LCM Capital Management
Illinois
$240K +$4.31K +49 +2%
RPCONE
856
Retirement Planning Company of New England
Rhode Island
$239K +$8.24K +94 +4%
ACA
857
Aptus Capital Advisors
Alabama
$239K +$12.2K +139 +5%
BBL
858
Beck Bode LLC
Massachusetts
$239K +$239K +2,722 New
SFS
859
Stiles Financial Services
Minnesota
$237K +$8.16K +93 +4%
SYBT
860
Stock Yards Bank & Trust
Kentucky
$236K
AP
861
Appleton Partners
Massachusetts
$236K
BAM
862
Belpointe Asset Management
Nevada
$235K +$26.3K +299 +13%
GLA
863
Great Lakes Advisors
Illinois
$234K
LNB
864
Ledyard National Bank
$233K -$86.9K -989 -27%
TFS
865
TrustCore Financial Services
Tennessee
$233K +$65.9K +750 +39%
PAS
866
Professional Advisory Services
Florida
$231K -$24.3M -276,159 -99%
TRCT
867
Tower Research Capital (TRC)
New York
$229K -$665K -7,598 -74%
JWA
868
JFS Wealth Advisors
Pennsylvania
$228K -$27.5K -314 -11%
ESB
869
Essex Savings Bank
Connecticut
$227K -$2.9K -33 -1%
RE
870
RBC Europe
United Kingdom
$226K
ES
871
Eagle Strategies
New York
$226K +$4.39K +50 +2%
BP
872
BBR Partners
New York
$225K -$62.1K -708 -22%
AWM
873
Axxcess Wealth Management
California
$225K -$3.85K -44 -2%
BFC
874
Blue Fin Capital
Rhode Island
$225K +$790 +9 +0.4%
WANY
875
Wealthspire Advisors (New York)
New York
$224K -$219K -2,498 -49%