NVS icon

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 %
DSC
951
Duncker Streett & Co
Missouri
$108K -$17.5K -200 -14%
T
952
TCWP
Ohio
$106K +$106K +1,211 New
TC
953
Tacita Capital
Ontario, Canada
$105K
WB
954
Webster Bank
Connecticut
$103K
BG
955
Bollard Group
Massachusetts
$103K +$2.54K +29 +3%
SC
956
Seldon Capital
California
$102K
HWA
957
HHM Wealth Advisors
Tennessee
$101K
OIA
958
Optimum Investment Advisors
Illinois
$99K +$9.76K +111 +11%
HI
959
Hudock Inc
Pennsylvania
$98K +$2.18K +25 +2%
GWS
960
Glassman Wealth Services
Virginia
$94K +$7.18K +82 +8%
AF
961
Advisornet Financial
Minnesota
$94K +$8.79K +100 +10%
PCTC
962
Perkins Coie Trust Company
Washington
$93K -$76.5K -871 -45%
FAG
963
Fortitude Advisory Group
Washington
$93K +$1.14K +13 +1%
COCM
964
Charter Oak Capital Management
New Hampshire
$91K +$611 +7 +0.7%
CP
965
Castleview Partners
Texas
$90K +$90K +1,027 New
SLWA
966
San Luis Wealth Advisors
California
$89K +$89K +1,016 New
FA
967
Fortis Advisors
Pennsylvania
$88K
SCA
968
Sandy Cove Advisors
Massachusetts
$88K
HCP
969
Hexagon Capital Partners
Arkansas
$88K +$8.52K +97 +11%
HDIM
970
Hanson & Doremus Investment Management
Vermont
$85K +$10.1K +115 +13%
HR
971
Howe & Rusling
New York
$84K +$6.16K +70 +8%
ME
972
McIlrath & Eck
Washington
$83K
ZIG
973
Zullo Investment Group
Pennsylvania
$83K
FWM
974
Focused Wealth Management
New York
$83K +$529 +6 +0.6%
CNBTD
975
Citizens National Bank Trust Department
Mississippi
$81K