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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 %
JC
851
Jacobs & Co
California
$214K
CJFS
852
Coulter & Justus Financial Services
Tennessee
$214K +$15.2K +200 +8%
PP
853
PDS Planning
Ohio
$213K -$59.9K -787 -22%
WAAG
854
Wealth Alliance Advisory Group
Kansas
$213K
SCM
855
Shelton Capital Management
Colorado
$213K
LWM
856
Lyell Wealth Management
California
$213K
KP
857
Keel Point
Alabama
$212K -$5.86K -77 -3%
EW
858
Evoke Wealth
California
$211K +$67.5K +890 +47%
HCM
859
Hutner Capital Management
Vermont
$210K -$143K -1,878 -40%
BA
860
Bristlecone Advisors
Washington
$210K
LFA
861
Laraway Financial Advisors
Minnesota
$210K
TFCP
862
Twin Focus Capital Partners
Massachusetts
$209K -$5.33K -70 -2%
GA
863
GFS Advisors
Texas
$209K
RPCONE
864
Retirement Planning Company of New England
Rhode Island
$207K
LCM
865
LCM Capital Management
Illinois
$205K -$759 -10 -0.4%
TF
866
Tompkins Financial
New York
$205K
TFS
867
TrustCore Financial Services
Tennessee
$201K -$10.5K -138 -5%
GLA
868
Great Lakes Advisors
Illinois
$201K -$1.83K -24 -0.9%
SB
869
Strategic Blueprint
Georgia
$200K +$200K +2,635 New
BAM
870
Belpointe Asset Management
Nevada
$197K +$2.04K +27 +1%
EWA
871
EverSource Wealth Advisors
Alabama
$196K -$25.1K -329 -11%
DCBT
872
Dakota Community Bank & Trust
North Dakota
$188K +$188K +2,475 New
JWA
873
JFS Wealth Advisors
Pennsylvania
$184K +$7.61K +100 +4%
EDRH
874
Edmond de Rothschild Holding
Switzerland
$177K -$7.38K -97 -4%
CBT
875
CoreFirst Bank & Trust
Kansas
$177K