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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 %
DA
576
Dillon & Associates
Michigan
$598K -$171K -1,865 -22%
CWP
577
Cyndeo Wealth Partners
Florida
$597K -$101K -1,100 -14%
Lazard Asset Management
578
Lazard Asset Management
New York
$596K -$7.53K -82 -1%
OC
579
Oarsman Capital
Wisconsin
$596K -$29K -315 -5%
JWCA
580
J.W. Cole Advisors
Florida
$594K -$27.9K -303 -4%
CSPAM
581
Cary Street Partners Asset Management
Virginia
$594K -$73.6K -800 -11%
FCCM
582
First City Capital Management
Georgia
$591K +$25.6K +250 +5%
PAMG
583
Patton Albertson Miller Group
Tennessee
$588K -$3.68K -40 -0.6%
FFP
584
FourThought Financial Partners
Florida
$588K -$64.8K -704 -10%
IP
585
Intellectus Partners
California
$588K -$14.4K -157 -2%
MAA
586
Mraz Amerine & Associates
California
$588K
RFC
587
Regions Financial Corp
Alabama
$585K -$8.55K -93 -1%
MGIA
588
Moneta Group Investment Advisors
Missouri
$583K +$136K +1,473 +30%
EGA
589
E&G Advisors
Texas
$579K
CB
590
Cadence Bank
Mississippi
$578K +$71K +772 +14%
GI
591
Gradient Investments
Minnesota
$576K +$16.4K +178 +3%
CFGS
592
Concourse Financial Group Securities
Alabama
$575K -$3.96K -43 -0.7%
WKWM
593
Walter & Keenan Wealth Management
Indiana
$573K
JWS
594
Juncture Wealth Strategies
Arizona
$570K -$27.6K -300 -5%
SCA
595
St. Clair Advisors
Ohio
$570K +$570K +6,191 New
QPBE
596
Quintet Private Bank (Europe)
Luxembourg
$565K +$565K +6,138 New
TNB
597
Thomasville National Bank
Georgia
$563K -$37.3K -405 -6%
FB
598
Fulton Bank
Pennsylvania
$562K -$80.6K -876 -13%
BFEC
599
Benjamin F. Edwards & Company
Missouri
$559K +$6.07K +66 +1%
BWA
600
BDO Wealth Advisors
Florida
$558K -$41.7K -453 -7%