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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 %
PM
626
Penbrook Management
New York
$502K
PWP
627
Principle Wealth Partners
Connecticut
$501K
WC
628
Woodstock Corp
Massachusetts
$501K
MLA
629
MB, Levis & Associates
Pennsylvania
$498K
CIA
630
Cohen Investment Advisors
New Hampshire
$496K +$19.4K +211 +4%
SIC
631
Salem Investment Counselors
North Carolina
$494K -$4.6K -50 -0.9%
ATIA
632
American Trust Investment Advisors
New Hampshire
$493K +$9.66K +105 +2%
FWM
633
Forza Wealth Management
Florida
$489K +$60.4K +657 +14%
QI
634
Qtron Investments
Massachusetts
$488K
HIMCH
635
Hartford Investment Management Co (HIMCO)
Connecticut
$488K
CFG
636
Carr Financial Group
Massachusetts
$483K
SAM
637
Security Asset Management
New York
$482K
PP
638
PDS Planning
Ohio
$481K +$236K +2,568 +96%
PWMAG
639
Pinnacle Wealth Management Advisory Group
New Jersey
$479K +$28.3K +308 +6%
BMSSC
640
B. Metzler seel. Sohn & Co
Germany
$478K -$240K -2,607 -33%
LJAC
641
L.J. Altfest & Co
New York
$476K -$36.7K -399 -7%
NCM
642
Northwest Capital Management
Oregon
$474K
AIM
643
Alhambra Investment Management
Florida
$463K
NSAM
644
North Star Asset Management
Wisconsin
$462K
MSFP
645
Mark Sheptoff Financial Planning
Connecticut
$461K
HCM
646
Hall Capital Management
Rhode Island
$460K +$10.6K +115 +2%
AIM
647
Allen Investment Management
New York
$460K
BB
648
Berkshire Bank
Massachusetts
$459K -$140K -1,523 -23%
VBCG
649
Valley Brook Capital Group
Pennsylvania
$459K
CCM
650
Canal Capital Management
Virginia
$451K