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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 %
MFA
1001
McClarren Financial Advisors
Pennsylvania
$16K +$16K +222 New
ADL
1002
Asset Dedication LLC
California
$15K
TFA
1003
Transamerica Financial Advisors
Florida
$15K
BCM
1004
Blume Capital Management
California
$15K
TC
1005
Trust Company
Kansas
$15K
CAM
1006
Close Asset Management
United Kingdom
$15K
WBC
1007
West Branch Capital
Massachusetts
$15K
TF
1008
TimeScale Financial
Massachusetts
$15K
MAWCM
1009
Mine & Arao Wealth Creation & Management
California
$15K
AFS
1010
Annapolis Financial Services
Maryland
$15K +$15K +200 New
UCB
1011
United Community Bank
South Carolina
$14.8K
OLVIG
1012
Oliver Lagore Vanvalin Investment Group
Michigan
$14K
LWANC
1013
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K
CP
1014
Castleview Partners
Texas
$13K +$2.72K +37 +26%
SCA
1015
Stonebridge Capital Advisors
Minnesota
$13K +$9.02K +120 +226%
MDCM
1016
Morgan Dempsey Capital Management
Wisconsin
$13K +$13K +172 New
HGERS
1017
Householder Group Estate & Retirement Specialist
Arizona
$13K +$13K +173 New
BCMLT
1018
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K -$5.07K -60 -30%
CFFP
1019
Center for Financial Planning
Michigan
$12K +$4.5K +60 +60%
CAC
1020
Core Alternative Capital
Georgia
$12K +$12K +155 New
MA
1021
MCF Advisors
Kentucky
$11K -$111K -1,463 -91%
TAIM
1022
TD Ameritrade Investment Management
Nebraska
$11K -$5.05K -68 -31%
SC
1023
Sawyer & Company
Massachusetts
$11K -$1.9K -25 -15%
ANBT
1024
American National Bank & Trust
Texas
$11K
HCM
1025
Highlander Capital Management
New Jersey
$11K