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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 %
CHC
1001
City Holding Co
West Virginia
$61K
CFO
1002
CVA Family Office
Colorado
$61K
CFN
1003
Cordasco Financial Network
Florida
$59K
AA
1004
AlphaMark Advisors
Kentucky
$59K
SWM
1005
Sugarloaf Wealth Management
Georgia
$58K
NMG
1006
New Millennium Group
Utah
$58K +$58K +697 New
PCTC
1007
Perkins Coie Trust Company
Washington
$56K -$33.2K -394 -37%
MTIC
1008
Missouri Trust & Investment Company
Missouri
$56K
CA
1009
Crewe Advisors
Utah
$56K +$17.2K +203 +44%
PWMG
1010
Prestige Wealth Management Group
New Jersey
$55K -$1.76K -21 -3%
BLC
1011
Brown, Lisle/Cummings
Rhode Island
$54.9K
FCA
1012
FinTrust Capital Advisors
South Carolina
$54K +$345 +4 +0.6%
BWM
1013
BerganKDV Wealth Management
Minnesota
$53K
BAM
1014
Baldrige Asset Management
Pennsylvania
$51K
GLLW
1015
Graves Light Lenhart Wealth
Virginia
$50K -$5.07K -60 -9%
PMFA
1016
Plante Moran Financial Advisors
Michigan
$48K +$5.43K +64 +13%
AWM
1017
Accel Wealth Management
Iowa
$47K -$2.11K -25 -4%
PK
1018
Pflug Koory
Nebraska
$46K
CWM
1019
Curi Wealth Management
North Carolina
$46K +$46K +547 New
AIP
1020
Ahrens Investment Partners
Louisiana
$43K
SC
1021
Stephens Consulting
Michigan
$42.3K
ST
1022
Sageworth Trust
Pennsylvania
$42K
CTB
1023
Country Trust Bank
Illinois
$41K
PA
1024
PSI Advisors
Florida
$41K +$170 +2 +0.4%
BCA
1025
Bray Capital Advisors
Florida
$39K