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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 %
CA
676
Cullinan Associates
Kentucky
$489K
CFG
677
Carr Financial Group
Massachusetts
$487K
PL
678
Plancorp LLC
Missouri
$487K +$1.53K +15 +0.3%
FCH
679
Freestone Capital Holdings
Washington
$483K -$259K -2,546 -35%
IP
680
Intellectus Partners
California
$481K
P
681
Pitcairn
Pennsylvania
$478K +$22.3K +219 +5%
HWM
682
HB Wealth Management
Georgia
$476K +$12.8K +126 +3%
BJL
683
Brighton Jones LLC
Washington
$473K +$13.1K +129 +3%
SF
684
Summit Financial
New Jersey
$473K +$407 +4 +0.1%
WB
685
WesBanco Bank
West Virginia
$472K
PTC
686
Private Trust Company
Ohio
$471K -$15.1K -148 -3%
DBRC
687
D.B. Root & Company
Pennsylvania
$471K +$9.17K +90 +2%
WKWM
688
Walter & Keenan Wealth Management
Indiana
$471K -$163K -1,600 -26%
Kovitz Investment Group Partners
689
Kovitz Investment Group Partners
Illinois
$467K -$13.8K -135 -3%
PFP
690
Pinnacle Financial Partners
Tennessee
$467K -$17.8K -175 -4%
IA
691
IFG Advisory
Georgia
$465K +$465K +4,561 New
CC
692
Cannell & Co
New York
$463K +$2.14K +21 +0.5%
LJAC
693
L.J. Altfest & Co
New York
$461K -$37.9K -372 -8%
MSA
694
Marino Stram & Associates
Massachusetts
$455K -$17.7K -174 -4%
WT
695
Washington Trust
Rhode Island
$454K
SIA
696
Sit Investment Associates
Minnesota
$453K
BFC
697
Bedel Financial Consulting
Indiana
$453K
RPC
698
Rossmore Private Capital
Connecticut
$444K
RCG
699
Regatta Capital Group
California
$444K -$713 -7 -0.2%
AMIM
700
Aull & Monroe Investment Management
Alabama
$442K -$3.46K -34 -0.8%