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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 %
BCM
451
BTC Capital Management
Iowa
$1.02M -$84.6K -934 -8%
PFS
452
Prospera Financial Services
Texas
$1.02M +$157K +1,704 +18%
AWC
453
Abundance Wealth Counselors
Pennsylvania
$1.02M +$21.9K +238 +2%
SAM
454
Silvercrest Asset Management
New York
$1.01M
CCM
455
Chilton Capital Management
Texas
$991K -$84.4K -917 -8%
VFA
456
Voya Financial Advisors
Connecticut
$991K -$110K -1,199 -10%
AAM
457
AR Asset Management
California
$989K
SSI
458
Scott & Selber Inc
Texas
$974K +$3.77K +41 +0.4%
Luther King Capital Management (LKCM)
459
Luther King Capital Management (LKCM)
Texas
$973K +$53.6K +583 +6%
IB
460
Intrust Bank
Kansas
$968K +$108K +1,170 +13%
LOIM
461
Liberty One Investment Management
Illinois
$967K -$920 -10 -0.1%
EFMC
462
Empire Financial Management Company
New York
$965K +$965K +10,485 New
MFA
463
Mayflower Financial Advisors
Massachusetts
$964K +$10.3K +112 +1%
TCOO
464
Trust Company of Oklahoma
Oklahoma
$958K -$101K -1,096 -10%
CI
465
CX Institutional
Indiana
$957K +$13.5K +146 +1%
FAIM
466
Financial Advocates Investment Management
Washington
$956K -$59.5K -647 -6%
HCMT
467
Highland Capital Management (Tennessee)
Tennessee
$946K +$59.8K +650 +7%
FFWA
468
FRG Family Wealth Advisors
Washington
$945K
Grantham, Mayo, Van Otterloo & Co (GMO)
469
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$938K -$3.2M -34,800 -77%
GW
470
GW & Wade
Massachusetts
$935K -$9.01K -98 -1%
Wolverine Trading
471
Wolverine Trading
Illinois
$928K +$928K +10,129 New
SWS
472
SYSTM Wealth Solutions
Illinois
$922K -$86.5K -940 -9%
NWM
473
Northcape Wealth Management
New York
$918K +$918K +9,979 New
SB
474
Simmons Bank
Arkansas
$915K -$35.7K -388 -4%
NRS
475
Neville Rodie & Shaw
New York
$914K