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Novartis

1,200 hedge funds and large institutions have $14.9B invested in Novartis in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 341 increasing their positions, 476 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,200
Holders Change
+20
Holders Change %
+1.69%
% of All Funds
18.92%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
98
Increased
341
Reduced
476
Closed
68
Calls
$677M
Puts
$292M
Net Calls
+$384M
Net Calls Change
+$46.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BMO
701
Beck Mack & Oliver
New York
$424K
KC
702
Kenfarb & Co
Kentucky
$424K
CWP
703
Curated Wealth Partners
California
$421K
YIA
704
YHB Investment Advisors
Connecticut
$419K
PCM
705
Pointe Capital Management
Michigan
$417K +$5.65K +56 +1%
FLAM
706
First Light Asset Management
Minnesota
$416K
PMAM
707
Penn Mutual Asset Management
Pennsylvania
$416K
FNB
708
Farmers National Bank
Kentucky
$415K -$11.6K -115 -3%
AS
709
Altshuler Shaham
Israel
$415K -$303K -3,000 -42%
PFWA
710
Paces Ferry Wealth Advisors
Georgia
$414K -$14.3K -142 -3%
DTL
711
Dynamic Technology Lab
Singapore
$414K +$414K +4,100 New
SC
712
Savant Capital
Illinois
$413K +$56.4K +559 +16%
CFMC
713
Curbstone Financial Management Corp
New Hampshire
$413K +$413K +4,094 New
CW
714
CreativeOne Wealth
Kansas
$412K -$37.7K -373 -8%
SIA
715
Strategic Investment Advisors
Michigan
$411K +$48.8K +484 +13%
1WM
716
1900 Wealth Management
Texas
$409K -$6.16K -61 -1%
MRCM
717
M&R Capital Management
New Jersey
$409K
PCIA
718
Prime Capital Investment Advisors
Kansas
$407K +$140K +1,387 +52%
ACA
719
Atlas Capital Advisors
Wyoming
$406K
GCM
720
Gallacher Capital Management
Colorado
$405K +$8.78K +87 +2%
PWM
721
PRW Wealth Management
Massachusetts
$404K +$404K +4,083 New
SRC
722
Shufro Rose & Co
New York
$404K
ACM
723
Ategra Capital Management
Virginia
$403K
WA
724
Wealth Alliance
New York
$403K -$11.3K -112 -3%
ACM
725
Argyle Capital Management
Pennsylvania
$401K -$209K -2,075 -34%