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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 %
WWP
1051
WR Wealth Planners
Missouri
$19.2K +$19.2K +219 New
PO
1052
Private Ocean
California
$19K +$259 +3 +1%
MFA
1053
McClarren Financial Advisors
Pennsylvania
$19K +$342 +4 +2%
FCT
1054
First Community Trust
Iowa
$19K +$1.34K +15 +8%
FMP
1055
Financial Management Professionals
Texas
$19K +$4.12K +46 +28%
CFD
1056
Creative Financial Designs
Indiana
$19K +$8.59K +99 +83%
RG
1057
Retirement Group
California
$19K +$19K +213 New
BCM
1058
Blume Capital Management
California
$18K -$2.43M -26,958 -99%
MAWCM
1059
Mine & Arao Wealth Creation & Management
California
$18K
TFM
1060
TFC Financial Management
Massachusetts
$18K
TC
1061
Trust Company
Kansas
$18K
WWM
1062
Wolff Wiese Magana
California
$18K
TF
1063
TimeScale Financial
Massachusetts
$18K
WBC
1064
West Branch Capital
Massachusetts
$18K +$4.5K +50 +33%
SC
1065
Sawyer & Company
Massachusetts
$18K +$18K +200 New
ADL
1066
Asset Dedication LLC
California
$17K -$19.4K -224 -53%
CAM
1067
Close Asset Management
United Kingdom
$17K
BCMLT
1068
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K +$17K +202 New
TFO
1069
Tarbox Family Office
California
$16K
AFG
1070
Albion Financial Group
Utah
$16K +$7.96K +90 +99%
OLVIG
1071
Oliver Lagore Vanvalin Investment Group
Michigan
$16K +$16K +180 New
LWANC
1072
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K
UCB
1073
United Community Bank
South Carolina
$14.5K +$14.5K +165 New
BWL
1074
Bogart Wealth LLC
Virginia
$14K
SIC
1075
SJS Investment Consulting
Ohio
$14K