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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 %
TCA
426
Transcend Capital Advisors
New Jersey
$1.1M -$42.9K -466 -4%
SFA
427
Sequoia Financial Advisors
Ohio
$1.09M +$165K +1,790 +18%
CIA
428
Choate Investment Advisors
Massachusetts
$1.09M
FHA
429
First Horizon Advisors
Tennessee
$1.09M -$26K -283 -2%
WG
430
Welch Group
Alabama
$1.08M -$121K -1,316 -10%
AC
431
Abbrea Capital
California
$1.08M
ECM
432
Evergreen Capital Management
Washington
$1.08M -$169K -1,841 -14%
CA
433
Cambridge Advisors
Nebraska
$1.08M -$4.6K -50 -0.4%
AWM
434
Avior Wealth Management
Nebraska
$1.07M -$281K -3,050 -21%
LC
435
LCNB Corp
Ohio
$1.06M -$55.2K -600 -5%
BSW
436
Buckingham Strategic Wealth
Missouri
$1.06M
MTC
437
McDaniel Terry & Co
Texas
$1.06M -$16.1K -175 -1%
GWM
438
Greenwich Wealth Management
Connecticut
$1.06M
EI
439
Ellevest Inc
New York
$1.05M +$102K +1,105 +11%
KIA
440
KCM Investment Advisors
California
$1.05M +$36.2K +394 +4%
MCC
441
Money Concepts Capital
Florida
$1.05M -$226K -2,439 -18%
NHT
442
New Hampshire Trust
New Hampshire
$1.04M -$29.6K -322 -3%
KGC
443
Kennon-Green & Company
Ohio
$1.04M -$27.6K -300 -3%
FFG
444
Fortem Financial Group
California
$1.04M +$154K +1,673 +17%
FIM
445
Freedom Investment Management
Connecticut
$1.03M -$212K -2,307 -17%
DWT
446
Dorsey & Whitney Trust
South Dakota
$1.03M +$15.9K +173 +2%
1832 Asset Management
447
1832 Asset Management
Ontario, Canada
$1.03M +$39.3K +427 +4%
AAS
448
Ameritas Advisory Services
Nebraska
$1.03M +$21K +215 +2%
FIA
449
Foundations Investment Advisors
Arizona
$1.02M -$8.37K -91 -0.8%
LFAS
450
Level Four Advisory Services
Texas
$1.02M +$202K +2,197 +25%