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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 %
PMAM
701
Penn Mutual Asset Management
Pennsylvania
$379K
IWP
702
Icon Wealth Partners
Texas
$379K +$379K +4,119 New
PAM
703
Paradigm Asset Management
New York
$378K -$9.2K -100 -2%
PTC
704
Private Trust Company
Ohio
$378K +$61K +663 +19%
BJL
705
Brighton Jones LLC
Washington
$377K +$4.23K +46 +1%
WA
706
Wealth Alliance
New York
$377K -$1.56K -17 -0.4%
RCG
707
Regatta Capital Group
California
$377K
PWPS
708
Pinnacle Wealth Planning Services
Ohio
$376K +$7.64K +83 +2%
PIM
709
Penobscot Investment Management
Massachusetts
$375K
PCM
710
Pointe Capital Management
Michigan
$375K -$2.21K -24 -0.6%
1WM
711
1900 Wealth Management
Texas
$375K
SWM
712
Spire Wealth Management
Virginia
$374K +$85.2K +926 +29%
PPC
713
Park Place Capital
Alabama
$373K +$9.75K +106 +3%
MRCM
714
M&R Capital Management
New Jersey
$373K
EIM
715
Essex Investment Management
Massachusetts
$370K
ACA
716
Atlas Capital Advisors
Wyoming
$370K
SRC
717
Shufro Rose & Co
New York
$368K -$3.68K -40 -1%
ACM
718
Ategra Capital Management
Virginia
$367K
AWM
719
Apollon Wealth Management
South Carolina
$365K -$10.9K -118 -3%
MWM
720
Mattern Wealth Management
Kansas
$363K -$7.27K -79 -2%
NPF
721
Norris Perne & French
Michigan
$363K +$828 +9 +0.2%
RWA
722
Ropes Wealth Advisors
Massachusetts
$362K -$37.4K -407 -9%
OC
723
Oakworth Capital
Alabama
$362K -$20.9K -227 -5%
OAM
724
Occidental Asset Management
California
$361K -$2.48K -27 -0.7%
GCM
725
Gallacher Capital Management
Colorado
$361K +$41.2K +448 +13%