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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 %
VCM
876
Vigilant Capital Management
Maine
$173K
CT
877
Clearstead Trust
Maine
$166K +$7.63K +100 +5%
DZ Bank
878
DZ Bank
Germany
$160K +$46.5K +614 +41%
Mitsubishi UFJ Asset Management
879
Mitsubishi UFJ Asset Management
Japan
$158K +$10.9K +144 +7%
HCP
880
Hexagon Capital Partners
Arkansas
$151K +$36.8K +485 +32%
NSIM
881
North Star Investment Management
Illinois
$150K
SWA
882
Sutton Wealth Advisors
Florida
$147K +$74.7K +983 +103%
SG Americas Securities
883
SG Americas Securities
New York
$147K -$216K -2,841 -60%
HIA
884
Harbor Investment Advisory
Maryland
$147K
ABLA
885
Alan B. Lancz & Associates
Ohio
$146K
EIP
886
Ellis Investment Partners
Pennsylvania
$144K -$38K -500 -21%
HWA
887
Heritage Wealth Advisors
Virginia
$142K
KFI
888
Key Financial Inc
Pennsylvania
$141K
HBT
889
Hills Bank & Trust
Iowa
$140K +$761 +10 +0.5%
IRAG
890
Investment Research & Advisory Group
Georgia
$139K
FPB
891
First PREMIER Bank
South Dakota
$139K +$7.55K +100 +6%
HR
892
Howe & Rusling
New York
$132K -$62.8K -823 -32%
WTA
893
Washington Trust Advisors
Massachusetts
$131K -$17.2K -226 -12%
HBW
894
Hazlett, Burt & Watson
West Virginia
$126K -$1.07K -14 -0.8%
BWP
895
Baldwin Wealth Partners
Massachusetts
$123K
GIA
896
GHP Investment Advisors
Colorado
$114K
AWM
897
AllSquare Wealth Management
New York
$112K
MHR
898
Matthew Hamilton Rosenberg
$112K
PSB
899
Piscataqua Savings Bank
New Hampshire
$108K
AA
900
Addison Advisors
Vermont
$106K +$8.5K +112 +9%