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Novartis

1,267 hedge funds and large institutions have $15B invested in Novartis in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 402 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+46
Holders Change %
+3.77%
% of All Funds
18.57%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.21%
New
136
Increased
402
Reduced
446
Closed
69
Calls
$229M
Puts
$215M
Net Calls
+$14M
Net Calls Change
+$30.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
601
Thornburg Investment Management
New Mexico
$690K -$58.4K -578 -8%
Twin Tree Management
602
Twin Tree Management
Texas
$689K -$846K -8,375 -55%
VFA
603
Valeo Financial Advisors
Indiana
$674K -$16.8K -166 -2%
BMSSC
604
B. Metzler seel. Sohn & Co
Germany
$672K +$72.5K +718 +12%
TRCT
605
Tower Research Capital (TRC)
New York
$665K +$541K +5,356 +435%
VH
606
Visionary Horizons
Tennessee
$663K +$663K +6,570 New
HWMA
607
Heritage Wealth Management (Arizona)
Arizona
$661K +$661K +6,548 New
TWC
608
TD Waterhouse Canada
Ontario, Canada
$655K -$117K -1,068 -15%
NAM
609
NTV Asset Management
West Virginia
$653K
NRS
610
Neville Rodie & Shaw
New York
$652K -$348K -3,452 -35%
SIC
611
Salem Investment Counselors
North Carolina
$650K +$101K +998 +18%
MAA
612
Mraz Amerine & Associates
California
$649K
Lazard Asset Management
613
Lazard Asset Management
New York
$648K +$504 +5 +0.1%
BFEC
614
Benjamin F. Edwards & Company
Missouri
$647K +$38.1K +377 +6%
EFS
615
Essex Financial Services
Connecticut
$647K -$17.7K -175 -3%
RFC
616
Regions Financial Corp
Alabama
$647K -$4.14K -41 -0.6%
CCM
617
Coldstream Capital Management
Washington
$646K +$90K +891 +16%
JWM
618
Jeppson Wealth Management
California
$644K
IP
619
Ignite Planners
California
$640K -$59.4K -588 -8%
OC
620
Oarsman Capital
Wisconsin
$638K +$9.9K +98 +2%
Victory Capital Management
621
Victory Capital Management
Texas
$632K -$1.53M -15,130 -71%
BCP
622
Berkeley Capital Partners
Georgia
$632K -$18K -178 -3%
AG
623
Ascent Group
Virginia
$629K -$29.1K -289 -4%
RCM
624
Radnor Capital Management
Pennsylvania
$629K -$15.2K -150 -2%
JWS
625
Juncture Wealth Strategies
Arizona
$626K +$20.2K +200 +3%