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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 %
KFI
926
Key Financial Inc
Pennsylvania
$163K +$87.7K +1,000 +116%
PCG
927
Private Capital Group
Connecticut
$160K -$10.6K -121 -6%
IRAG
928
Investment Research & Advisory Group
Georgia
$160K
CFG
929
CKW Financial Group
Hawaii
$149K +$12.1K +138 +9%
BWP
930
Baldwin Wealth Partners
Massachusetts
$146K -$2.64K -30 -2%
HBW
931
Hazlett, Burt & Watson
West Virginia
$146K +$146K +1,664 New
BFC
932
Bedel Financial Consulting
Indiana
$141K +$3.79K +43 +3%
MA
933
MCF Advisors
Kentucky
$141K +$141K +1,608 New
CCA
934
Column Capital Advisors
Indiana
$135K
DZ Bank
935
DZ Bank
Germany
$132K +$132K +1,500 New
GIA
936
GHP Investment Advisors
Colorado
$132K +$132K +1,501 New
AWM
937
AllSquare Wealth Management
New York
$130K
EW
938
Evoke Wealth
California
$127K
PSB
939
Piscataqua Savings Bank
New Hampshire
$125K
AA
940
Addison Advisors
Vermont
$124K +$77.5K +884 +166%
KFS
941
Kelly Financial Services
Massachusetts
$123K +$2.9K +33 +2%
TSW
942
Thompson Siegel & Walmsley
Virginia
$122K -$49.4K -561 -29%
TIM
943
Tevis Investment Management
Texas
$122K
FNBOSM
944
First National Bank of South Miami
Florida
$120K
PFGIA
945
Patriot Financial Group Insurance Agency
Massachusetts
$119K -$23.6K -270 -17%
HWA
946
Heritage Wealth Advisors
Virginia
$114K
CWM
947
Cedar Wealth Management
California
$111K -$36.9K -420 -25%
MMG
948
Monetary Management Group
Missouri
$110K
TJHA
949
Thomas J. Herzfeld Advisors
Florida
$109K
FP
950
Financial Perspectives
Minnesota
$108K