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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 %
SWM
926
SeaCrest Wealth Management
New York
$187K +$187K +2,212 New
AF
927
Allworth Financial
California
$186K +$16.3K +192 +10%
AF
928
Advisornet Financial
Minnesota
$181K +$90.8K +1,077 +101%
JWM
929
Janiczek Wealth Management
Colorado
$178K -$29.9K -348 -14%
CG
930
Cutler Group
California
$177K +$177K +2,104 New
CT
931
Clearstead Trust
Maine
$176K
NSIM
932
North Star Investment Management
Illinois
$167K
ABLA
933
Alan B. Lancz & Associates
Ohio
$165K +$165K +1,918 New
Mitsubishi UFJ Asset Management
934
Mitsubishi UFJ Asset Management
Japan
$164K -$71.2K -842 -30%
WTA
935
Washington Trust Advisors
Massachusetts
$164K -$42.1K -500 -20%
HIA
936
Harbor Investment Advisory
Maryland
$164K
EW
937
Evoke Wealth
California
$160K +$37.7K +446 +31%
HWA
938
Heritage Wealth Advisors
Virginia
$158K +$47.9K +565 +43%
KFI
939
Key Financial Inc
Pennsylvania
$157K
HBT
940
Hills Bank & Trust
Iowa
$154K -$13.1K -156 -8%
IRAG
941
Investment Research & Advisory Group
Georgia
$154K
FPB
942
First PREMIER Bank
South Dakota
$147K -$10.6K -125 -7%
UWM
943
Urban Wealth Management
California
$142K +$142K +1,685 New
HBW
944
Hazlett, Burt & Watson
West Virginia
$140K
PCG
945
Private Capital Group
Connecticut
$136K -$18.7K -221 -12%
BWP
946
Baldwin Wealth Partners
Massachusetts
$136K -$3.79K -45 -3%
MA
947
MCF Advisors
Kentucky
$136K
Barclays
948
Barclays
United Kingdom
$133K +$98K +1,161 +280%
HWA
949
HHM Wealth Advisors
Tennessee
$132K +$34.7K +409 +36%
GIA
950
GHP Investment Advisors
Colorado
$127K