NVS icon

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 %
CWG
201
Cornerstone Wealth Group
North Carolina
$3.83M +$3.83M +50,336 New
VAS
202
Vestmark Advisory Solutions
Massachusetts
$3.81M +$1.15M +15,117 +43%
PP
203
Patten & Patten
Tennessee
$3.8M -$125K -1,647 -3%
WLPWM
204
Walled Lake Planning & Wealth Management
Illinois
$3.76M +$78.4K +1,032 +2%
PAI
205
Pittenger & Anderson Inc
Nebraska
$3.65M +$450K +5,925 +14%
CAM
206
Carret Asset Management
New York
$3.63M -$79.4K -1,045 -2%
MVIP
207
Mar Vista Investment Partners
California
$3.58M -$70.3K -925 -2%
PFO
208
Pathstone Family Office
New Jersey
$3.55M +$2.28M +29,924 +179%
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$3.53M -$52.3K -688 -1%
SC
210
Sepio Capital
Utah
$3.52M -$209K -2,751 -6%
SAM
211
Smithbridge Asset Management
Pennsylvania
$3.51M +$170K +2,238 +5%
AIA
212
Avalon Investment & Advisory
Texas
$3.5M -$141K -1,850 -4%
GCA
213
Guardian Capital Advisors
Ontario, Canada
$3.5M -$35.8K -475 -1%
PHS
214
Pekin Hardy Strauss
Illinois
$3.36M -$68.4K -900 -2%
BIC
215
Beach Investment Counsel
Pennsylvania
$3.34M -$583K -7,664 -15%
NME
216
Notis-McConarty Edward
$3.32M -$33.7K -443 -1%
KeyBank National Association
217
KeyBank National Association
Ohio
$3.32M +$135K +1,779 +4%
PAG
218
Private Advisor Group
New Jersey
$3.32M -$2.7M -35,474 -45%
WIC
219
Woodmont Investment Counsel
Tennessee
$3.31M -$188K -2,476 -5%
KTM
220
Keeler Thomas Management
Utah
$3.26M +$1.83M +24,117 +128%
CCA
221
Catalyst Capital Advisors
New York
$3.24M
LNWWM
222
Laird Norton Wetherby Wealth Management
California
$3.2M -$383K -5,045 -11%
CCMINC
223
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.18M -$41.5K -546 -1%
SC
224
Scotia Capital
Ontario, Canada
$3.16M -$64.3K -846 -2%
OCAM
225
Onex Canada Asset Management
Ontario, Canada
$3.12M -$2.36M -31,096 -43%