NVS icon

Novartis

1,180 hedge funds and large institutions have $15.2B invested in Novartis in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 353 increasing their positions, 498 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-2
Holders Change %
-0.17%
% of All Funds
18.89%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
97
Increased
353
Reduced
498
Closed
73
Calls
$564M
Puts
$226M
Net Calls
+$338M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Shares
Change %
ADMI
376
Albert D. Mason Inc
Massachusetts
$1.42M -$5.89K -64 -0.4%
NAMP
377
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.41M +$1.41M +15,325 New
MIM
378
Marco Investment Management
Georgia
$1.41M
SG Americas Securities
379
SG Americas Securities
New York
$1.41M +$1.41M +15,296 New
ACS
380
Archford Capital Strategies
Illinois
$1.4M +$28.6K +301 +2%
RJT
381
Raymond James Trust
Florida
$1.39M -$121K -1,318 -8%
TC
382
Telemus Capital
Michigan
$1.38M -$130K -1,416 -9%
FTDI
383
First Trust Direct Indexing
Massachusetts
$1.37M +$53K +576 +4%
BFO
384
Boston Family Office
Massachusetts
$1.37M +$276 +3 +0%
CS
385
Comerica Securities
Michigan
$1.36M -$35.3K -384 -3%
AP
386
Americana Partners
Texas
$1.36M +$9.2K +100 +0.7%
AA
387
Altman Advisors
Illinois
$1.35M +$1.35M +14,709 New
QT
388
Quantbot Technologies
New York
$1.35M +$1.35M +14,663 New
AWM
389
Aberdeen Wealth Management
Illinois
$1.35M
DAS
390
Dynamic Advisor Solutions
Arizona
$1.33M +$961K +10,445 +259%
VT
391
Vise Technologies
New York
$1.33M +$46.8K +509 +4%
IEFM
392
IQ EQ Fund Management
Ireland
$1.33M -$104K -1,129 -7%
SC
393
SouthState Corp
Florida
$1.31M -$41.1K -447 -3%
QCG
394
Quadrant Capital Group
Ohio
$1.31M +$289K +3,142 +28%
MYIA
395
Mount Yale Investment Advisors
Colorado
$1.29M -$342K -3,719 -21%
PFS
396
Physicians Financial Services
North Carolina
$1.29M -$9.2K -100 -0.7%
AIA
397
AIMZ Investment Advisors
California
$1.28M -$3.86K -42 -0.3%
AWP
398
Ascent Wealth Partners
New York
$1.28M +$49.7K +540 +4%
TD Asset Management
399
TD Asset Management
Ontario, Canada
$1.27M -$66.1K -719 -5%
SN
400
Sittner & Nelson
Oregon
$1.25M +$5.15K +56 +0.4%