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Novartis

1,200 hedge funds and large institutions have $14.9B invested in Novartis in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 341 increasing their positions, 476 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,200
Holders Change
+20
Holders Change %
+1.69%
% of All Funds
18.92%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
98
Increased
341
Reduced
476
Closed
68
Calls
$677M
Puts
$292M
Net Calls
+$384M
Net Calls Change
+$46.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LJAC
651
L.J. Altfest & Co
New York
$494K -$28.3K -280 -5%
WC
652
Woodstock Corp
Massachusetts
$491K -$58.9K -584 -11%
LG
653
Leuthold Group
Minnesota
$487K
CA
654
Cullinan Associates
Kentucky
$484K +$20.2K +200 +4%
AWM
655
Apollon Wealth Management
South Carolina
$483K +$82.6K +819 +21%
SMF
656
Sterling Manor Financial
New York
$482K +$482K +4,780 New
PTC
657
Private Trust Company
Ohio
$482K +$67K +664 +16%
PWPS
658
Pinnacle Wealth Planning Services
Ohio
$482K +$68.7K +681 +17%
PFP
659
Pinnacle Financial Partners
Tennessee
$481K +$11.8K +117 +3%
PL
660
Plancorp LLC
Missouri
$481K
IP
661
Intellectus Partners
California
$477K -$168K -1,665 -26%
Kovitz Investment Group Partners
662
Kovitz Investment Group Partners
Illinois
$477K -$115K -1,140 -19%
LC
663
Lindbrook Capital
California
$474K -$6.36K -63 -1%
TFA
664
Tranquilli Financial Advisor
New Jersey
$468K +$1.92K +19 +0.4%
MSA
665
Marino Stram & Associates
Massachusetts
$468K +$202 +2 +0%
SF
666
Summit Financial
New Jersey
$468K +$99K +981 +27%
WB
667
WesBanco Bank
West Virginia
$467K -$14.6K -145 -3%
DT
668
Diversified Trust
Tennessee
$464K -$227K -2,247 -33%
IC
669
IEQ Capital
California
$464K +$162K +1,607 +54%
NL
670
NWAM LLC
Washington
$461K +$68.6K +680 +17%
HWM
671
HB Wealth Management
Georgia
$459K -$14.5K -144 -3%
DBRC
672
D.B. Root & Company
Pennsylvania
$458K -$386K -3,826 -46%
CC
673
Cannell & Co
New York
$457K -$16.3K -162 -3%
BJL
674
Brighton Jones LLC
Washington
$456K +$41.8K +414 +10%
SSG
675
Summit Securities Group
New York
$455K +$455K +4,522 +452,200%