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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 %
RMC
1026
Resources Management Corp
Connecticut
$38K
RBC
1027
Roble Belko & Company
Pennsylvania
$37K
TSWM
1028
Tyler-Stone Wealth Management
Ohio
$36K -$3.6K -42 -9%
BBPWM
1029
Blue Bell Private Wealth Management
Pennsylvania
$36K
SFO
1030
Standard Family Office
South Dakota
$36K +$36K +425 New
BWL
1031
Bogart Wealth LLC
Virginia
$35K +$22K +260 +169%
FFA
1032
Fairfield Financial Advisors
Massachusetts
$34.3K
MAM
1033
Marquette Asset Management
Minnesota
$31K
CWC
1034
Carolinas Wealth Consulting
North Carolina
$31K +$18.4K +220 +147%
FRA
1035
Front Row Advisors
California
$30K -$1K -12 -3%
BCM
1036
Bourgeon Capital Management
Connecticut
$30K
GEA
1037
Glen Eagle Advisors
New Jersey
$29.9K
MAM
1038
Meeder Asset Management
Ohio
$28K -$20.5K -242 -42%
EWM
1039
Evermay Wealth Management
Virginia
$28K
AP
1040
Arlington Partners
Alabama
$27K
KTC
1041
Kistler-Tiffany Companies
Pennsylvania
$27K
FMP
1042
Financial Management Professionals
Texas
$27K +$9.11K +108 +51%
S
1043
Surevest
California
$26K
CFD
1044
Creative Financial Designs
Indiana
$26K +$7.57K +90 +41%
LB
1045
Legacy Bridge
Iowa
$25K
TWA
1046
TCI Wealth Advisors
Arizona
$25K +$16.7K +200 +200%
BMD
1047
Better Money Decisions
New Mexico
$24K +$24K +288 New
SIAP
1048
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K
BHWM
1049
Beaird Harris Wealth Management
Texas
$23K +$19K +223 +474%
NIC
1050
Northwest Investment Counselors
Oregon
$22K