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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 %
FANJ
501
Financial Architects (New Jersey)
New Jersey
$810K -$68.1K -740 -8%
EIP
502
Epoch Investment Partners
New York
$808K -$26.3K -286 -3%
AI
503
Ariel Investments
Illinois
$805K
1IA
504
1620 Investment Advisors
Massachusetts
$803K +$11.1K +121 +1%
EWM
505
Elmwood Wealth Management
California
$796K -$32.4K -352 -4%
MCM
506
Mill Capital Management
North Carolina
$787K -$27.6K -300 -3%
FDCDDQ
507
Federation des caisses Desjardins du Quebec
Quebec, Canada
$787K -$175K -1,904 -18%
BDS
508
Banco de Sabadell
Florida
$787K +$76.5K +828 +11%
KFP
509
KB Financial Partners
New Jersey
$780K +$31.8K +345 +4%
DCM
510
DGS Capital Management
New Jersey
$775K -$284K -3,084 -27%
DBRC
511
D.B. Root & Company
Pennsylvania
$769K +$17.7K +192 +2%
AIA
512
Armor Investment Advisors
North Carolina
$763K -$8.56K -93 -1%
CAM
513
Cypress Asset Management
Texas
$762K -$9.66K -105 -1%
KFC
514
Klingenstein Fields & Co
New York
$758K -$90.6K -985 -11%
GIA
515
Gladstone Institutional Advisory
Florida
$757K +$10.9K +119 +1%
AWE
516
Avidian Wealth Enterprises
Texas
$752K +$28.2K +307 +4%
MA
517
Montag & Associates
Georgia
$751K -$828 -9 -0.1%
LNC
518
Lincoln National Corp
Pennsylvania
$745K -$3.68K -40 -0.5%
BP
519
Ballentine Partners
Massachusetts
$742K +$14.7K +160 +2%
MIC
520
Means Investment Company
Maine
$742K -$12.8K -139 -2%
PA
521
Parallel Advisors
California
$740K +$64.9K +705 +10%
MWM
522
Mission Wealth Management
California
$738K +$18.8K +204 +3%
LDB
523
Lee, Danner & Bass
Tennessee
$737K
JDR
524
Jay D. Rosenbaum
$731K +$88.2K +959 +14%
GL
525
Graypoint LLC
New York
$726K -$147K -1,599 -17%