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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 %
QC
1001
Quent Capital
New York
$49K
PK
1002
Pflug Koory
Nebraska
$48K -$6.55K -75 -12%
MRCM
1003
M&R Capital Management
New Jersey
$48K
AIP
1004
Ahrens Investment Partners
Louisiana
$45K +$176 +2 +0.4%
SWA
1005
Sutton Wealth Advisors
Florida
$44.4K +$39.8K +453 +855%
PMFA
1006
Plante Moran Financial Advisors
Michigan
$44K -$12K -137 -21%
ST
1007
Sageworth Trust
Pennsylvania
$44K
SC
1008
Stephens Consulting
Michigan
$43.9K
HA
1009
Herold Advisors
New York
$43.1K +$43.1K +491 New
CTB
1010
Country Trust Bank
Illinois
$42K -$2K -23 -5%
PA
1011
PSI Advisors
Florida
$42K +$524 +6 +1%
BCA
1012
Bray Capital Advisors
Florida
$41K
TSWM
1013
Tyler-Stone Wealth Management
Ohio
$41K +$1.78K +20 +5%
CA
1014
Crewe Advisors
Utah
$40K
RMC
1015
Resources Management Corp
Connecticut
$39K -$45.1K -520 -54%
RBC
1016
Roble Belko & Company
Pennsylvania
$38K -$436 -5 -1%
BBPWM
1017
Blue Bell Private Wealth Management
Pennsylvania
$38K
LWA
1018
Lenox Wealth Advisors
New York
$37K +$7.51K +80 +25%
KFP
1019
KB Financial Partners
New Jersey
$36K -$704 -8 -2%
KPCM
1020
Kings Point Capital Management
New York
$36K
Barclays
1021
Barclays
United Kingdom
$36K +$867 +10 +2%
FFA
1022
Fairfield Financial Advisors
Massachusetts
$35.6K +$35.6K +406 New
TAIM
1023
TD Ameritrade Investment Management
Nebraska
$34K -$7.79K -90 -19%
DHGWA
1024
Dixon Hughes Goodman Wealth Advisors
North Carolina
$34K +$1.59K +18 +5%
DC
1025
DeDora Capital
California
$34K +$34K +385 New