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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 %
WT
676
Washington Trust
Rhode Island
$410K -$27.6K -300 -6%
GRP
677
Global Retirement Partners
California
$407K +$21.5K +206 +6%
CWM
678
Circle Wealth Management
New Jersey
$403K
TTWM
679
TCV Trust & Wealth Management
Virginia
$403K -$9.65M -104,921 -96%
AMIM
680
Aull & Monroe Investment Management
Alabama
$403K
GWM
681
GSB Wealth Management
Connecticut
$402K +$460 +5 +0.1%
V
682
Veritable
Delaware
$401K -$1.56K -17 -0.4%
CCG
683
Cypress Capital Group
Florida
$401K -$920 -10 -0.2%
CAL
684
Capital Analysts LLC
Pennsylvania
$396K
BFC
685
Bedel Financial Consulting
Indiana
$395K +$30.7K +334 +8%
CIA
686
Capital Investment Advisors
Georgia
$394K -$117K -1,276 -23%
GCWM
687
Graham Capital Wealth Management
District of Columbia
$393K +$393K +427 New
MWM
688
Modera Wealth Management
New Jersey
$392K -$55.2K -600 -12%
VCM
689
Violich Capital Management
California
$391K
HSG
690
Helen Stephens Group
Texas
$391K
PFWA
691
Paces Ferry Wealth Advisors
Georgia
$391K -$161K -1,755 -29%
SAM
692
S.A. Mason
Michigan
$390K +$9.57K +104 +3%
BCM
693
Beddow Capital Management
Wyoming
$390K -$103K -1,125 -21%
FNB
694
Farmers National Bank
Kentucky
$389K -$249K -2,703 -39%
HWAM
695
Hennion & Walsh Asset Management
New Jersey
$389K +$36.4K +396 +10%
BMO
696
Beck Mack & Oliver
New York
$386K
KC
697
Kenfarb & Co
Kentucky
$386K
CWP
698
Curated Wealth Partners
California
$383K -$26.3K -286 -6%
YIA
699
YHB Investment Advisors
Connecticut
$382K
FLAM
700
First Light Asset Management
Minnesota
$379K