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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 %
CCM
676
Canal Capital Management
Virginia
$523K +$28.3K +280 +6%
NCM
677
Northwest Capital Management
Oregon
$520K
CL
678
Choreo LLC
Illinois
$516K +$516K +5,107 New
PTC
679
Private Trust Company
Ohio
$514K +$47K +465 +10%
PCS
680
Personal CFO Solutions
New Jersey
$514K +$514K +5,091 New
Balyasny Asset Management
681
Balyasny Asset Management
Illinois
$512K +$116K +1,151 +29%
HFM
682
Hartford Funds Management
Pennsylvania
$509K +$144K +1,428 +39%
AIM
683
Alhambra Investment Management
Florida
$508K
HCM
684
Hall Capital Management
Rhode Island
$508K -$8.38K -83 -2%
SF
685
Summit Financial
New Jersey
$508K +$39.2K +388 +8%
MSFP
686
Mark Sheptoff Financial Planning
Connecticut
$506K
VBCG
687
Valley Brook Capital Group
Pennsylvania
$503K
FAFN
688
First Affirmative Financial Network
Colorado
$502K -$6.16K -61 -1%
DT
689
Diversified Trust
Tennessee
$501K -$16.5K -163 -3%
NSAM
690
North Star Asset Management
Wisconsin
$500K
GG
691
Greenwood Gearhart
Arkansas
$499K -$25.2K -250 -5%
WP
692
WealthSource Partners
California
$498K -$63.1K -625 -11%
CWM
693
Cordatus Wealth Management
Pennsylvania
$496K -$22.5K -223 -4%
CWM
694
Circle Wealth Management
New Jersey
$494K -$6.36K -63 -1%
PL
695
Plancorp LLC
Missouri
$482K
IP
696
Intellectus Partners
California
$477K
PWMAG
697
Pinnacle Wealth Management Advisory Group
New Jersey
$477K -$29K -287 -6%
TFA
698
Tranquilli Financial Advisor
New Jersey
$477K -$29.5K -292 -6%
HAG
699
HF Advisory Group
Maryland
$475K +$138K +1,368 +41%
EWM
700
Elmwood Wealth Management
California
$475K -$339K -3,356 -42%