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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 %
SI
551
Stephens Inc
Arkansas
$676K +$60.5K +658 +10%
IWA
552
Intercontinental Wealth Advisors
Texas
$676K -$8.65K -94 -1%
RA
553
Ruggaard & Associates
Ohio
$674K +$674K +7,322 New
WS
554
Wedbush Securities
California
$673K +$41.7K +453 +7%
Lido Advisors
555
Lido Advisors
California
$673K +$264K +2,864 +64%
CCIA
556
Campbell & Co Investment Adviser
Maryland
$672K +$672K +7,304 New
KIA
557
KLR Investment Advisors
Rhode Island
$672K -$844K -9,176 -56%
AG
558
Ascent Group
Virginia
$665K -$2.67K -29 -0.4%
BWP
559
BSW Wealth Partners
Colorado
$659K -$167K -1,819 -20%
DWM
560
Dakota Wealth Management
Florida
$657K -$35.1K -382 -5%
AS
561
Altshuler Shaham
Israel
$654K +$92K +1,000 +16%
KWM
562
Kingsview Wealth Management
Oregon
$652K -$55.4K -602 -8%
CSPIA
563
Cary Street Partners Investment Advisory
Virginia
$648K +$2.21K +24 +0.3%
TF
564
TIAA FSB
Florida
$640K -$25.6K -278 -4%
DWA
565
Douglass Winthrop Advisors
New York
$638K
MSAM
566
Moloney Securities Asset Management
Missouri
$638K -$32.2K -350 -5%
SRC
567
Sage Rhino Capital
California
$637K +$11K +120 +2%
JWM
568
Jeppson Wealth Management
California
$633K +$12.3K +134 +2%
SIA
569
Sit Investment Associates
Minnesota
$632K -$362K -3,935 -36%
DT
570
Diversified Trust
Tennessee
$630K +$121K +1,320 +24%
NAM
571
NTV Asset Management
West Virginia
$626K +$36.8K +400 +6%
JCM
572
Jacobi Capital Management
Pennsylvania
$625K -$71.6K -778 -10%
VFA
573
Valeo Financial Advisors
Indiana
$622K +$152K +1,647 +32%
LPIC
574
LeJeune Puetz Investment Counsel
Michigan
$610K
MG
575
Mather Group
Illinois
$607K +$189K +2,053 +45%