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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 %
M
976
MOTCO
Texas
$26K -$57.6K -771 -69%
AWM
977
Activest Wealth Management
Florida
$26K +$26K +320 New
EWM
978
Evermay Wealth Management
Virginia
$25K
MAM
979
Marquette Asset Management
Minnesota
$24K -$3.63K -48 -13%
KTC
980
Kistler-Tiffany Companies
Pennsylvania
$24K
S
981
Surevest
California
$24K
BHWM
982
Beaird Harris Wealth Management
Texas
$23K +$2.77K +37 +14%
MAM
983
Meeder Asset Management
Ohio
$22K -$2.94K -39 -12%
LB
984
Legacy Bridge
Iowa
$22K
BONH
985
Bank of New Hampshire
New Hampshire
$21K +$8.94K +115 +74%
VWM
986
Valley Wealth Managers
New Jersey
$20K
NIC
987
Northwest Investment Counselors
Oregon
$20K
BWM
988
Baystate Wealth Management
Massachusetts
$20K
ACM
989
Antonetti Capital Management
Florida
$19K
PCFFS
990
Pacific Center for Financial Services
California
$19K
Credit Agricole
991
Credit Agricole
France
$18K
WAM
992
WFA Asset Management
Wisconsin
$17.7K
Bank of Montreal
993
Bank of Montreal
Ontario, Canada
$17.3K +$5.1K +66,313 +42%
PA
994
PSI Advisors
Florida
$17K -$19.8K -260 -54%
POIA
995
Pin Oak Investment Advisors
Texas
$17K
WWP
996
WR Wealth Planners
Missouri
$16.6K
PO
997
Private Ocean
California
$16K -$221 -3 -1%
TFM
998
TFC Financial Management
Massachusetts
$16K
DWP
999
Destiny Wealth Partners
Florida
$16K
MCA
1000
Maryland Capital Advisors
Maryland
$16K