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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 %
JFA
476
JNBA Financial Advisors
Minnesota
$905K -$20.7K -225 -2%
VOYA Investment Management
477
VOYA Investment Management
Georgia
$905K -$646K -7,020 -42%
BCM
478
Becker Capital Management
Oregon
$902K -$1.84K -20 -0.2%
DMC
479
Drexel Morgan & Co
Pennsylvania
$894K
CGL
480
Clarius Group LLC
Washington
$893K -$83.9K -912 -9%
QP
481
Quilter Plc
United Kingdom
$889K +$889K +895 New
NHC
482
Nicholas Hoffman & Company
Georgia
$888K
HA
483
Hamel Associates
New Jersey
$887K -$552 -6 -0.1%
BIAS
484
Beacon Investment Advisory Services
New Jersey
$884K +$24.4K +265 +3%
CFO
485
Callan Family Office
Pennsylvania
$884K +$884K +9,605 New
KIC
486
Kensington Investment Counsel
California
$883K -$385K -4,190 -30%
KCM
487
Kathmere Capital Management
Pennsylvania
$875K +$23.8K +259 +3%
MAM
488
Mystic Asset Management
Rhode Island
$873K -$920 -10 -0.1%
TPCW
489
TD Private Client Wealth
New York
$864K -$290K -3,156 -25%
NP
490
Nilsine Partners
Colorado
$863K +$863K +9,376 New
ABC
491
Associated Banc-Corp
Wisconsin
$861K +$17K +185 +2%
WP
492
WealthSource Partners
California
$860K -$5.52K -60 -0.6%
EAM
493
Eagle Asset Management
Florida
$855K +$2.48K +27 +0.3%
MA
494
Mutual Advisors
Nebraska
$850K -$26K -283 -3%
SIA
495
SkyView Investment Advisors
New Jersey
$850K +$52.9K +575 +7%
FCH
496
Freestone Capital Holdings
Washington
$832K -$51.5K -560 -6%
BPA
497
Beacon Pointe Advisors
California
$832K -$537K -5,835 -39%
HIC
498
Holderness Investments Company
North Carolina
$828K +$15.5K +168 +2%
LWCFA
499
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$816K -$108K -1,175 -12%
BMC
500
Beaton Management Company
Massachusetts
$816K -$15.6K -170 -2%