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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 %
TSS
626
Two Sigma Securities
New York
$625K +$625K +6,194 New
TIAA Trust, National Association
627
TIAA Trust, National Association
North Carolina
$625K -$93.7K -928 -13%
KFSC
628
Keystone Financial Services (Colorado)
Colorado
$616K +$1.92K +19 +0.3%
P
629
&Partners
Tennessee
$615K +$615K +5,979 New
SC
630
Schulhoff & Co
Ohio
$611K
MGIA
631
Moneta Group Investment Advisors
Missouri
$610K -$18.4K -182 -3%
CK
632
Cohen Klingenstein
New York
$606K
CB
633
Cadence Bank
Mississippi
$605K -$10.7K -106 -2%
CWP
634
Cyndeo Wealth Partners
Florida
$603K -$707 -7 -0.1%
MMPW
635
Mitchell McLeod Pugh & Williams
Alabama
$601K
CIG
636
Cullen Investment Group
Louisiana
$598K +$598K +5,922 New
AWA
637
Arete Wealth Advisors
Illinois
$596K +$596K +5,931 New
NP
638
Nilsine Partners
Colorado
$596K -$361K -3,572 -38%
AWA
639
Aaron Wealth Advisors
Illinois
$596K +$106K +1,050 +22%
WS
640
Wedbush Securities
California
$596K -$11.1K -110 -2%
SWS
641
SYSTM Wealth Solutions
Illinois
$595K -$74.6K -739 -11%
CFO
642
CVA Family Office
Colorado
$595K
JWCA
643
J.W. Cole Advisors
Florida
$591K -$82.2K -814 -12%
GRP
644
Global Retirement Partners
California
$587K +$97.8K +908 +20%
SMG
645
Smart Money Group
Texas
$586K +$24.1K +239 +4%
PAMG
646
Patton Albertson Miller Group
Tennessee
$582K -$10.1K -100 -2%
PM
647
Penbrook Management
New York
$582K +$30.3K +300 +5%
EGA
648
E&G Advisors
Texas
$581K -$65K -644 -10%
GL
649
Graypoint LLC
New York
$576K -$133K -1,318 -19%
ACA
650
Atlas Capital Advisors
Wyoming
$568K +$162K +1,604 +40%