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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 %
CIA
901
Choate Investment Advisors
Massachusetts
$209K
IA
902
IFG Advisory
Georgia
$207K +$1.84K +21 +0.9%
EL
903
Essex LLC
Illinois
$206K
AA
904
Aire Advisors
California
$206K +$206K +2,340 New
CFO
905
Collective Family Office
Pennsylvania
$206K +$206K +2,348 New
WA1
906
Wimmer Associates 1
California
$206K +$206K +2,351 New
RWA
907
River Wealth Advisors
Pennsylvania
$205K -$7.65K -87 -4%
TFA
908
Tranquilli Financial Advisor
New Jersey
$205K -$2.9K -33 -1%
QCIG
909
Quad-Cities Investment Group
Iowa
$205K
RIA
910
Regal Investment Advisors
Michigan
$205K +$205K +2,336 New
HSA
911
HBK Sorce Advisory
Pennsylvania
$204K -$8.71K -99 -4%
HIM
912
Hotaling Investment Management
Pennsylvania
$203K -$115K -1,315 -36%
MPI
913
Mairs & Power Inc
Minnesota
$203K -$20K -227 -9%
PWM
914
Perigon Wealth Management
California
$203K +$203K +2,312 New
PWLP
915
Prio Wealth Limited Partnership
Massachusetts
$201K -$89.4K -1,021 -31%
IC
916
IEQ Capital
California
$201K +$201K +2,296 New
IIC
917
Ironwood Investment Counsel
Arizona
$200K -$4.37K -50 -2%
VCM
918
Vigilant Capital Management
Maine
$200K
CBT
919
CoreFirst Bank & Trust
Kansas
$196K
CT
920
Clearstead Trust
Maine
$182K
AF
921
Allworth Financial
California
$176K -$3.51K -40 -2%
HBT
922
Hills Bank & Trust
Iowa
$174K -$21.7K -248 -11%
NSIM
923
North Star Investment Management
Illinois
$174K +$1.41K +16 +0.8%
HIA
924
Harbor Investment Advisory
Maryland
$170K +$10.7K +122 +7%
FPB
925
First PREMIER Bank
South Dakota
$164K -$17.6K -200 -10%