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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 %
DTC
601
Davidson Trust Company
Washington
$557K +$67.7K +736 +14%
KFSC
602
Keystone Financial Services (Colorado)
Colorado
$557K +$15.4K +167 +3%
ACM
603
Argyle Capital Management
Pennsylvania
$557K
SC
604
Schulhoff & Co
Ohio
$556K
CK
605
Cohen Klingenstein
New York
$552K
CCM
606
Coldstream Capital Management
Washington
$547K +$284K +3,085 +108%
Deutsche Bank
607
Deutsche Bank
Germany
$546K -$3.31K -36 -0.6%
CFO
608
CVA Family Office
Colorado
$542K -$2.76K -30 -0.5%
Kovitz Investment Group Partners
609
Kovitz Investment Group Partners
Illinois
$539K -$57.4K -625 -10%
HJIM
610
Henry James International Management
New York
$531K
CG
611
CFO4Life Group
Texas
$528K -$62.5K -679 -11%
RPC
612
Rossmore Private Capital
Connecticut
$528K -$9.2K -100 -2%
FLPIM
613
F.L. Putnam Investment Management
Massachusetts
$526K +$526K +5,716 New
MHS
614
M Holdings Securities
Oregon
$525K +$36.4K +395 +7%
MMPW
615
Mitchell McLeod Pugh & Williams
Alabama
$520K -$2.3K -25 -0.4%
BAM
616
Belpointe Asset Management
Nevada
$518K +$27K +293 +5%
FSA
617
Fort Sheridan Advisors
Illinois
$516K -$1.38K -15 -0.3%
LFA
618
Legacy Financial Advisors
Kentucky
$514K -$258K -2,802 -33%
OBGC
619
O'Brien Greene & Co
Pennsylvania
$513K
CNBT
620
Canandaigua National Bank & Trust
New York
$513K +$513K +5,576 New
ACP
621
Aveo Capital Partners
Colorado
$511K +$17.1K +186 +3%
FOA
622
Five Oceans Advisors
California
$510K -$188K -2,040 -27%
CHAM
623
Clear Harbor Asset Management
Connecticut
$507K +$507K +5,508 New
FAFN
624
First Affirmative Financial Network
Colorado
$505K -$39.5K -429 -7%
MIA
625
MMBG Investment Advisors
Florida
$505K