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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 %
FCA
951
FinTrust Capital Advisors
South Carolina
$48K -$465 -6 -1%
CCA
952
Column Capital Advisors
Indiana
$46K -$55K -724 -54%
BAM
953
Baldrige Asset Management
Pennsylvania
$46K
PCTC
954
Perkins Coie Trust Company
Washington
$45K -$5.81K -76 -11%
AWM
955
Accel Wealth Management
Iowa
$44K
PK
956
Pflug Koory
Nebraska
$42K
ATC
957
Adirondack Trust Company
New York
$42K +$32.2K +426 +328%
SC
958
Stephens Consulting
Michigan
$38K
ST
959
Sageworth Trust
Pennsylvania
$38K
FRA
960
Front Row Advisors
California
$38K +$10.5K +138 +38%
CTB
961
Country Trust Bank
Illinois
$37K
PCM
962
Penserra Capital Management
California
$36K +$36K +477 New
BCA
963
Bray Capital Advisors
Florida
$35K
BWL
964
Bogart Wealth LLC
Virginia
$35K +$3.08K +40 +10%
RMC
965
Resources Management Corp
Connecticut
$34K
CFD
966
Creative Financial Designs
Indiana
$34K +$10.2K +132 +43%
BWM
967
BerganKDV Wealth Management
Minnesota
$33K -$15K -196 -31%
RBC
968
Roble Belko & Company
Pennsylvania
$33K
SFO
969
Standard Family Office
South Dakota
$32K
TSWM
970
Tyler-Stone Wealth Management
Ohio
$32K
FFA
971
Fairfield Financial Advisors
Massachusetts
$30.9K
PMFA
972
Plante Moran Financial Advisors
Michigan
$28K -$15.1K -198 -35%
CWC
973
Carolinas Wealth Consulting
North Carolina
$28K
BCM
974
Bourgeon Capital Management
Connecticut
$27K
GEA
975
Glen Eagle Advisors
New Jersey
$26.9K