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Novartis

1,221 hedge funds and large institutions have $15.1B invested in Novartis in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 374 increasing their positions, 448 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+21
Holders Change %
+1.75%
% of All Funds
19.47%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
96
Increased
374
Reduced
448
Closed
60
Calls
$253M
Puts
$270M
Net Calls
-$16.3M
Net Calls Change
-$401M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
651
Hall Capital Management
Rhode Island
$521K +$12.4K +122 +2%
FM
652
Foster & Motley
Ohio
$518K +$149K +1,467 +40%
AWM
653
Apollon Wealth Management
South Carolina
$515K +$27.8K +273 +6%
FAFN
654
First Affirmative Financial Network
Colorado
$513K -$23.2K -228 -4%
AIM
655
Alhambra Investment Management
Florida
$513K
PWPS
656
Pinnacle Wealth Planning Services
Ohio
$512K +$26.2K +257 +5%
SIS
657
Strategic Investment Solutions
Illinois
$512K +$503K +4,960 +6,200%
MSFP
658
Mark Sheptoff Financial Planning
Connecticut
$511K
TFA
659
Tranquilli Financial Advisor
New Jersey
$511K +$37.9K +372 +8%
PWMAG
660
Pinnacle Wealth Management Advisory Group
New Jersey
$510K -$13.4K -132 -3%
AIM
661
Allen Investment Management
New York
$509K
Nomura Holdings
662
Nomura Holdings
Japan
$509K +$509K +5,000 New
DS
663
DRW Securities
Illinois
$509K +$189K +1,855 +59%
CIA
664
Cohen Investment Advisors
New Hampshire
$509K -$42.1K -413 -8%
VBCG
665
Valley Brook Capital Group
Pennsylvania
$508K
CWM
666
Circle Wealth Management
New Jersey
$505K +$58.6K +575 +13%
BB
667
Berkshire Bank
Massachusetts
$505K -$12.2K -120 -2%
NSAM
668
North Star Asset Management
Wisconsin
$504K -$7.64K -75 -1%
FAT
669
First American Trust
California
$502K -$6.11K -60 -1%
CCM
670
Canal Capital Management
Virginia
$500K
TFS
671
Thoroughbred Financial Services
Tennessee
$498K +$184K +1,809 +59%
FFP
672
FourThought Financial Partners
Florida
$495K -$58.6K -575 -11%
WC
673
Woodstock Corp
Massachusetts
$495K
AWA
674
Aaron Wealth Advisors
Illinois
$494K +$41.6K +408 +9%
GVAG
675
Great Valley Advisor Group
Delaware
$493K +$118K +1,162 +32%