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Novartis

1,221 hedge funds and large institutions have $15.1B invested in Novartis in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 374 increasing their positions, 448 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+21
Holders Change %
+1.75%
% of All Funds
19.47%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
96
Increased
374
Reduced
448
Closed
60
Calls
$253M
Puts
$270M
Net Calls
-$16.3M
Net Calls Change
-$401M
Name Holding Trade Value Shares
Change
Shares
Change %
DTC
551
Davidson Trust Company
Washington
$790K -$3.67K -36 -0.5%
MAM
552
Marotta Asset Management
Virginia
$785K -$3.67K -36 -0.5%
AIM
553
Anchor Investment Management
South Carolina
$783K -$20.4K -200 -3%
EIP
554
Epoch Investment Partners
New York
$779K -$28.6K -281 -4%
JWBC
555
J.W. Burns & Co
New York
$776K -$20.4K -200 -3%
RBC
556
Romano Brothers & Co
Illinois
$772K -$5.09K -50 -0.7%
SRC
557
Sage Rhino Capital
California
$771K +$39.1K +384 +5%
RA
558
Ruggaard & Associates
Ohio
$770K +$15.3K +150 +2%
MWM
559
Modera Wealth Management
New Jersey
$770K +$9.98K +98 +1%
FB
560
Fulton Bank
Pennsylvania
$769K +$103K +1,016 +16%
LF
561
Lantz Financial
Illinois
$759K +$2.85K +28 +0.4%
WFI
562
West Family Investments
California
$758K -$97.9K -961 -11%
PP
563
PDS Planning
Ohio
$756K +$68.5K +672 +10%
TIM
564
Thornburg Investment Management
New Mexico
$755K
TWC
565
TD Waterhouse Canada
Ontario, Canada
$746K -$43.1K -407 -5%
1WM
566
1900 Wealth Management
Texas
$741K +$328K +3,225 +80%
PBK
567
Peoples Bank (Kansas)
Kansas
$738K +$738K +7,250 New
LWCFA
568
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$735K -$40.8K -434 -5%
CG
569
CFO4Life Group
Texas
$728K +$90.3K +886 +14%
CPC
570
Cookson Peirce & Co
Pennsylvania
$727K +$727K +7,135 New
CG
571
Colony Group
Massachusetts
$725K -$37.5K -368 -5%
SPC
572
Sigma Planning Corp
Michigan
$725K -$2.14K -21 -0.3%
CAG
573
Csenge Advisory Group
Florida
$725K +$378K +3,709 +109%
TIAA Trust, National Association
574
TIAA Trust, National Association
North Carolina
$725K +$725K +7,114 New
SCA
575
St. Clair Advisors
Ohio
$722K