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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 %
BCFD
401
Boit C.F. David
$1.25M
CCG
402
Cloverfields Capital Group
Minnesota
$1.25M +$685K +7,443 +120%
OIA
403
OneDigital Investment Advisors
Kansas
$1.24M +$891K +9,681 +253%
Susquehanna International Group
404
Susquehanna International Group
Pennsylvania
$1.24M -$5.05M -54,850 -80%
TC
405
TownSquare Capital
Utah
$1.23M -$652K -7,090 -35%
CPA
406
Court Place Advisors
Maryland
$1.23M
PFM
407
Privium Fund Management
Netherlands
$1.22M +$184K +2,000 +18%
BEAM
408
Baker Ellis Asset Management
Washington
$1.21M -$46K -500 -4%
CA
409
Cetera Advisors
Colorado
$1.2M +$124K +1,346 +11%
ONB
410
Old National Bancorp
Indiana
$1.19M +$47.1K +512 +4%
SWP
411
Stratos Wealth Partners
Ohio
$1.19M -$67.3K -731 -5%
CG
412
Caprock Group
Idaho
$1.17M +$20.1K +218 +2%
CNFG
413
Creegan & Nassoura Financial Group
New Hampshire
$1.16M
AL
414
Arnhold LLC
New York
$1.16M -$276K -3,000 -19%
WOC
415
West Oak Capital
California
$1.16M -$52K -565 -4%
XF
416
XML Financial
Maryland
$1.16M -$38.6K -420 -3%
UB
417
UMB Bank
Missouri
$1.13M +$81.2K +883 +8%
HKAM
418
Horizon Kinetics Asset Management
New York
$1.12M -$612K -6,650 -35%
ACM
419
Ativo Capital Management
Illinois
$1.12M +$65.3K +710 +6%
WJWM
420
Williams Jones Wealth Management
New York
$1.12M -$20.9K -227 -2%
Prudential Financial
421
Prudential Financial
New Jersey
$1.11M -$238K -2,818 -18%
SGA
422
Strategic Global Advisors
California
$1.11M +$705K +7,663 +173%
VVP
423
Venture Visionary Partners
Ohio
$1.1M -$89K -967 -7%
WSFS
424
Wilmington Savings Fund Society
Delaware
$1.1M +$20.3K +221 +2%
CIC
425
Carnegie Investment Counsel
Ohio
$1.1M -$46K -500 -4%