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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 %
PCA
651
Pallas Capital Advisors
Massachusetts
$565K +$565K +5,596 New
GI
652
Gradient Investments
Minnesota
$565K -$13.5K -134 -2%
VWM
653
Venturi Wealth Management
Texas
$565K -$3.13K -31 -0.6%
ERSOT
654
Employees Retirement System of Texas
Texas
$564K +$564K +5,587 New
OBGC
655
O'Brien Greene & Co
Pennsylvania
$563K
FOA
656
Five Oceans Advisors
California
$560K
DA
657
Dillon & Associates
Michigan
$558K -$40.6K -402 -7%
CSPAM
658
Cary Street Partners Asset Management
Virginia
$556K -$8.89K -88 -2%
DJSG
659
D.J. St. Germain
Massachusetts
$555K -$3.84K -38 -0.7%
MIA
660
MMBG Investment Advisors
Florida
$555K
BTWM
661
Baker Tilly Wealth Management
Wisconsin
$554K -$117K -1,155 -17%
GBWM
662
Granite Bay Wealth Management
New Hampshire
$554K +$340K +3,510 +159%
RWA
663
Redhawk Wealth Advisors
Minnesota
$550K +$131K +1,294 +31%
PFBT
664
Parkside Financial Bank & Trust
Missouri
$547K +$238K +2,355 +77%
MLA
665
MB, Levis & Associates
Pennsylvania
$546K
FCCM
666
First City Capital Management
Georgia
$545K -$16.3K -161 -3%
PWPS
667
Pinnacle Wealth Planning Services
Ohio
$541K +$33.5K +332 +7%
FWM
668
Forza Wealth Management
Florida
$537K
WPC
669
Wedmont Private Capital
Pennsylvania
$536K +$137K +1,278 +34%
SCP
670
Sivia Capital Partners
California
$534K +$534K +5,289 New
FAT
671
First American Trust
California
$534K +$36.5K +361 +7%
CHAM
672
Clear Harbor Asset Management
Connecticut
$532K +$5.35K +53 +1%
PFP
673
Pinnacle Financial Partners
Tennessee
$531K +$68.3K +676 +15%
CFG
674
Carr Financial Group
Massachusetts
$530K
ATIA
675
American Trust Investment Advisors
New Hampshire
$528K +$11.3K +112 +2%