NVS icon

Novartis

1,140 hedge funds and large institutions have $16.9B invested in Novartis in 2022 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 348 increasing their positions, 446 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
19.28%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
89
Increased
348
Reduced
446
Closed
75
Calls
$322M
Puts
$215M
Net Calls
+$107M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CL
901
CPWM LLC
Washington
$214K +$214K +2,526 New
SPWM
902
Straight Path Wealth Management
Michigan
$213K
FFS
903
Founders Financial Securities
Maryland
$211K
AIIMS
904
Analyst IMS Investment Management Services
Israel
$211K
GLA
905
Good Life Advisors
Pennsylvania
$209K +$2.2K +26 +1%
VIA
906
Vident Investment Advisory
Georgia
$208K +$208K +2,448 New
SSWM
907
Sheets Smith Wealth Management
North Carolina
$207K
RWA
908
River Wealth Advisors
Pennsylvania
$207K +$10.3K +122 +5%
SW
909
StrongBox Wealth
Missouri
$207K +$207K +2,446 New
BBL
910
Beck Bode LLC
Massachusetts
$206K -$23.7K -281 -10%
EDRH
911
Edmond de Rothschild Holding
Switzerland
$205K -$58.2K -688 -22%
SXL
912
Summit X LLC
Missouri
$204K +$1.87K +22 +0.9%
SIC
913
Shoker Investment Counsel
Ohio
$203K
RIA
914
Regal Investment Advisors
Michigan
$203K +$5.41K +64 +3%
SEP
915
Southland Equity Partners
Missouri
$202K +$202K +2,391 New
WPP
916
Whalerock Point Partners
Rhode Island
$202K
EIP
917
Ellis Investment Partners
Pennsylvania
$202K +$142K +1,686 +238%
Thrivent Financial for Lutherans
918
Thrivent Financial for Lutherans
Minnesota
$201K -$257K -3,041 -56%
9WM
919
9258 Wealth Management
Ohio
$201K -$32.4K -382 -14%
ATPW
920
Ashton Thomas Private Wealth
Arizona
$201K +$201K +2,372 New
GWANC
921
Guardian Wealth Advisors (North Carolina)
North Carolina
$200K +$200K +2,368 New
CBT
922
CoreFirst Bank & Trust
Kansas
$197K +$8.46K +100 +4%
BTI
923
Blue Trust Inc
Georgia
$197K +$197K +2,244 New
JWA
924
JFS Wealth Advisors
Pennsylvania
$196K -$24K -284 -11%
VCM
925
Vigilant Capital Management
Maine
$192K