NVS icon

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 %
TIM
901
Tevis Investment Management
Texas
$105K
KFS
902
Kelly Financial Services
Massachusetts
$104K -$1.9K -25 -2%
FNBOSM
903
First National Bank of South Miami
Florida
$104K
HWA
904
HHM Wealth Advisors
Tennessee
$103K -$15.2K -200 -13%
ZB
905
Zions Bancorporation
Utah
$98K -$7.6K -100 -7%
MMG
906
Monetary Management Group
Missouri
$96K
TJHA
907
Thomas J. Herzfeld Advisors
Florida
$95K
FP
908
Financial Perspectives
Minnesota
$93.7K
CFG
909
CKW Financial Group
Hawaii
$91K -$7.58K -100 -8%
TC
910
Tacita Capital
Ontario, Canada
$91K
SC
911
Seldon Capital
California
$89K
WB
912
Webster Bank
Connecticut
$89K
JWM
913
Janiczek Wealth Management
Colorado
$88K -$69K -911 -44%
TRCT
914
Tower Research Capital (TRC)
New York
$87K -$685K -9,060 -89%
HI
915
Hudock Inc
Pennsylvania
$85K
IAMOG
916
Investors Asset Management of Georgia
Georgia
$82K -$5.67K -75 -6%
DSC
917
Duncker Streett & Co
Missouri
$81K -$13K -170 -14%
TFP
918
Tilia Fiduciary Partners
North Carolina
$81K -$1.89K -25 -2%
GWS
919
Glassman Wealth Services
Virginia
$77K -$8.57K -113 -10%
OIA
920
Optimum Investment Advisors
Illinois
$77K
ONST
921
Old North State Trust
North Carolina
$77K +$77K +1,015 New
FA
922
Fortis Advisors
Pennsylvania
$76K
AAP
923
Arax Advisory Partners
Colorado
$73K +$54.6K +721 +297%
FWM
924
Focused Wealth Management
New York
$72K
ME
925
McIlrath & Eck
Washington
$72K