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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 %
SEP
1151
Southland Equity Partners
Missouri
-$202K -2,391 Closed
WPP
1152
Whalerock Point Partners
Rhode Island
-$202K -2,390 Closed
Thrivent Financial for Lutherans
1153
Thrivent Financial for Lutherans
Minnesota
-$201K -2,375 Closed
9WM
1154
9258 Wealth Management
Ohio
-$201K -2,373 Closed
ATPW
1155
Ashton Thomas Private Wealth
Arizona
-$201K -2,372 Closed
GWANC
1156
Guardian Wealth Advisors (North Carolina)
North Carolina
-$200K -2,368 Closed
SWM
1157
SeaCrest Wealth Management
New York
-$187K -2,212 Closed
CG
1158
Cutler Group
California
-$177K -2,104 Closed
CA
1159
CoreCap Advisors
Michigan
-$127K -1,502 Closed
PFGIA
1160
Patriot Financial Group Insurance Agency
Massachusetts
-$116K -1,370 Closed
AW
1161
ACG Wealth
Georgia
-$105K -1,246 Closed
COCM
1162
Charter Oak Capital Management
New Hampshire
-$88K -1,042 Closed
Acadian Asset Management
1163
Acadian Asset Management
Massachusetts
-$75K -884 Closed
GLLW
1164
Graves Light Lenhart Wealth
Virginia
-$50K -592 Closed
CWM
1165
Curi Wealth Management
North Carolina
-$46K -547 Closed
AIP
1166
Ahrens Investment Partners
Louisiana
-$43K -511 Closed
BBPWM
1167
Blue Bell Private Wealth Management
Pennsylvania
-$36K -431 Closed
AP
1168
Arlington Partners
Alabama
-$27K -314 Closed
BMD
1169
Better Money Decisions
New Mexico
-$24K -288 Closed
SIAP
1170
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$23K -273 Closed
RIM
1171
Rockbridge Investment Management
New York
-$19.9K -235 Closed
RG
1172
Retirement Group
California
-$18K -213 Closed
SFG
1173
Steward Financial Group
Texas
-$10K -122 Closed
MIFH
1174
Migdal Insurance & Financial Holdings
Israel
-$9K -110 Closed
FMTCOCP
1175
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$8K -92 Closed