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Novartis

1,182 hedge funds and large institutions have $15.3B invested in Novartis in 2022 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 297 increasing their positions, 495 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+95
Holders Change %
+8.74%
% of All Funds
19.07%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
172
Increased
297
Reduced
495
Closed
59
Calls
$798M
Puts
$341M
Net Calls
+$456M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Shares
Change %
HS
1126
Horan Securities
United States
$11.8K +$454 +5 +4%
PCTC
1127
Perkins Coie Trust Company
Washington
$11.7K -$41.7K -460 -78%
AWM
1128
Accurate Wealth Management
Florida
$11.3K +$11.3K +125 New
NL
1129
NVWM LLC
Pennsylvania
$11.2K +$11.2K +123 New
PA
1130
PSI Advisors
Florida
$11K -$9.25K -102 -46%
FGAM
1131
Financial Gravity Asset Management
Texas
$10.8K -$196K -1,657 -95%
MA
1132
MCF Advisors
Kentucky
$10.4K -$2.72K -30 -21%
AAG
1133
Armstrong Advisory Group
Massachusetts
$10.3K +$10.3K +113 New
SC
1134
Schubert & Co
Texas
$10.2K -$2.27K -25 -18%
FCT
1135
First Community Trust
Iowa
$10K
IGWM
1136
ICA Group Wealth Management
Colorado
$9.8K +$9.8K +108 New
CFFP
1137
Center for Financial Planning
Michigan
$9.07K -$5.44K -60 -38%
PCM
1138
Polaris Capital Management
Massachusetts
$9.07K
WPA
1139
West Paces Advisors
Georgia
$9.07K
WAM
1140
Worth Asset Management
Texas
$9.07K
MS
1141
Madden Securities
Texas
$9.07K +$9.07K +100 New
FCB
1142
First Command Bank
Texas
$9K
FCFS
1143
First Command Financial Services
Texas
$9K
PGAM
1144
Princeton Global Asset Management
New Jersey
$9K
CPA
1145
Cowen Prime Advisors
New York
$9K
HCM
1146
Horrell Capital Management
Arkansas
$9K +$9K +100 New
FMTCOCP
1147
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K +$9K +101 New
MPCL
1148
My Personal CFO LLC
Washington
$8.8K +$8.8K +97 New
NFSG
1149
Newbridge Financial Services Group
Florida
$8.28K
AFG
1150
Albion Financial Group
Utah
$8.26K