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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 %
ONST
1201
Old North State Trust
North Carolina
-$77K -879 Closed
CSWM
1202
Cassady Schiller Wealth Management
Ohio
-$77K -876 Closed
NEAM
1203
New England Asset Management
Connecticut
-$74K -850 Closed
MTWM
1204
Masso Torrence Wealth Management
New Jersey
-$52K -600 Closed
AWA
1205
Artemis Wealth Advisors
New York
-$51.3K -587 Closed
TC
1206
Truvestments Capital
Florida
-$42K -478 Closed
Acadian Asset Management
1207
Acadian Asset Management
Massachusetts
-$37K -428 Closed
AIM
1208
AHL Investment Management
Florida
-$25K -287 Closed
HF
1209
Halpern Financial
Virginia
-$17.5K -200 Closed
Schroder Investment Management Group
1210
Schroder Investment Management Group
United Kingdom
-$12K -139 Closed
FFG
1211
Ford Financial Group
California
-$10 -125 Closed
AWA
1212
Amplius Wealth Advisors
Pennsylvania
-$7K -85 Closed
LFA
1213
Level Financial Advisors
New York
-$7K -81 Closed
RWA
1214
RGT Wealth Advisors
Texas
-$6K -72 Closed
DAM
1215
Delta Asset Management
Tennessee
-$4K -50 Closed
CAC
1216
Core Alternative Capital
Georgia
-$4K -48 Closed
FFWM
1217
Future Financial Wealth Management
Ohio
-$4K -44 Closed
SFM
1218
Signet Financial Management
New Jersey
-$3K -40 Closed
TLFA
1219
True Link Financial Advisors
California
-$3K -34 Closed
LFG
1220
Larson Financial Group
Missouri
-$3K -34 Closed
LWA
1221
Lowe Wealth Advisors
Maryland
-$2K -21 Closed