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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 %
AIM
1051
Axiom Investment Management
New York
$6K +$6K +80 New
TAM
1052
Tucker Asset Management
Colorado
$5.92K +$3.41K +42 +135%
LTI
1053
Laffer Tengler Investments
Tennessee
$5.4K +$5.4K +71 New
PWC
1054
PYA Waltman Capital
Tennessee
$5K -$1.42K -17 -22%
HWM
1055
HighMark Wealth Management
Minnesota
$5K -$282 -4 -5%
CBT
1056
Central Bank & Trust
Kentucky
$5K
MWM
1057
Mascoma Wealth Management
New Hampshire
$5K
BIA
1058
Bell Investment Advisors
California
$5K +$556 +7 +13%
DIP
1059
DT Investment Partners
Pennsylvania
$5K +$5K +66 New
FGAM
1060
Financial Gravity Asset Management
Texas
$4.68K -$1.24K -462 -21%
LFA
1061
Legend Financial Advisors
Pennsylvania
$4.64K +$4.64K +61 New
MOS
1062
MGO One Seven
Ohio
$4.03K +$405 +3,118 +11%
GWSG
1063
GPS Wealth Strategies Group
Colorado
$4K
M1FG
1064
Mach-1 Financial Group
Arkansas
$4K
CWM
1065
Castle Wealth Management
Florida
$4K
DBG
1066
De Burlo Group
Massachusetts
$3.57K +$3.57K +47 New
CS
1067
Credit Suisse
Switzerland
$3K -$115K -1,417 -97%
FEG
1068
Financial Enhancement Group
Indiana
$3K
CCM
1069
Cribstone Capital Management
Maine
$3K
CMP
1070
Coston McIsaac & Partners
Maine
$3K
WB
1071
West Bancorporation
Iowa
$3K
Nisa Investment Advisors
1072
Nisa Investment Advisors
Missouri
$2K
NC
1073
NewSquare Capital
Pennsylvania
$2K
AIC
1074
Archer Investment Corporation
Indiana
$1.82K
FMP
1075
Financial Management Professionals
Texas
$1K -$19K -304 -95%