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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 %
FAT
651
First American Trust
California
$449K
SMG
652
Smart Money Group
Texas
$445K +$18.2K +177 +4%
DWM
653
Drive Wealth Management
Utah
$445K -$41.2K -448 -8%
ST
654
Smithfield Trust
Pennsylvania
$444K
LG
655
Leuthold Group
Minnesota
$444K -$25.4K -276 -5%
WB
656
WesBanco Bank
West Virginia
$439K -$20.8K -226 -5%
LC
657
Lindbrook Capital
California
$438K -$75.9K -825 -15%
PL
658
Plancorp LLC
Missouri
$438K +$368 +4 +0.1%
HWM
659
HB Wealth Management
Georgia
$432K +$59.8K +650 +16%
CC
660
Cannell & Co
New York
$431K -$9.66K -105 -2%
LG
661
LaFleur & Godfrey
Michigan
$430K -$27.6K -300 -6%
FFA
662
First Foundation Advisors
California
$428K -$24.3K -264 -5%
PFP
663
Pinnacle Financial Partners
Tennessee
$427K +$105K +1,143 +33%
MSA
664
Marino Stram & Associates
Massachusetts
$427K +$2.85K +31 +0.7%
LWM
665
Liberty Wealth Management
California
$426K +$426K +4,780 New
CB
666
Community Bank
New York
$426K -$37.3K -405 -8%
TFA
667
Tranquilli Financial Advisor
New Jersey
$425K +$30.4K +330 +8%
BB
668
Busey Bank
Illinois
$424K -$1.66K -18 -0.4%
CA
669
Cullinan Associates
Kentucky
$423K -$119K -1,296 -22%
FMWA
670
Forvis Mazars Wealth Advisors
Missouri
$421K -$55.8K -607 -12%
FHC
671
First Heartland Consultants
Missouri
$420K +$1.2K +13 +0.3%
IAA
672
Independent Advisor Alliance
North Carolina
$414K +$414K +4,500 New
IFWM
673
Institute for Wealth Management
Colorado
$414K -$14.8K -161 -3%
CF
674
Centaurus Financial
California
$412K +$125K +1,355 +43%
CW
675
CreativeOne Wealth
Kansas
$410K +$135K +1,466 +49%