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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 %
EWM
876
Empirical Wealth Management
Washington
$224K -$9.04K -103 -4%
VCWA
877
Vanguard Capital Wealth Advisors
Colorado
$224K
PMA
878
Prudent Man Advisors
Illinois
$224K
Fiera Capital (Canada)
879
Fiera Capital (Canada)
Quebec, Canada
$224K
NCM
880
Northside Capital Management
Oregon
$223K
HFP
881
Holistic Financial Partners
Indiana
$223K +$223K +2,544 New
BAS
882
Brown Advisory Securities
Maryland
$222K
OL
883
Optas LLC
Texas
$222K +$222K +2,527 New
FMC
884
First Merchants Corp
Indiana
$221K
SPWM
885
Straight Path Wealth Management
Michigan
$221K
AIIMS
886
Analyst IMS Investment Management Services
Israel
$219K -$114K -1,300 -34%
FFS
887
Founders Financial Securities
Maryland
$219K +$219K +2,491 New
FPAS
888
Focus Partners Advisor Solutions
Missouri
$217K -$75.7K -863 -26%
GVAG
889
Great Valley Advisor Group
Delaware
$217K -$15K -172 -6%
MFG
890
Magnus Financial Group
New York
$217K +$1.32K +15 +0.6%
GLA
891
Good Life Advisors
Pennsylvania
$215K -$879 -10 -0.4%
LSA
892
Lion Street Advisors
Texas
$215K
SSWM
893
Sheets Smith Wealth Management
North Carolina
$215K
WTA
894
Washington Trust Advisors
Massachusetts
$214K -$1.14K -13 -0.5%
BNP Paribas Financial Markets
895
BNP Paribas Financial Markets
France
$213K -$400K -4,553 -65%
CIC
896
Crawford Investment Counsel
Georgia
$213K +$7.12K +81 +3%
JWM
897
Janiczek Wealth Management
Colorado
$213K +$78.1K +888 +58%
SIC
898
Shoker Investment Counsel
Ohio
$211K
SXL
899
Summit X LLC
Missouri
$210K +$8.93K +101 +4%
WPP
900
Whalerock Point Partners
Rhode Island
$210K