NVS icon

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 %
PCIA
701
Prime Capital Investment Advisors
Kansas
$440K +$29.3K +288 +7%
FMWA
702
Forvis Mazars Wealth Advisors
Missouri
$440K -$291K -2,859 -40%
MSS
703
Mitchell Sinkler & Starr
Pennsylvania
$439K +$92.7K +910 +27%
GRP
704
Global Retirement Partners
California
$437K +$14.4K +150 +3%
VCM
705
Violich Capital Management
California
$433K
IAA
706
Independent Advisor Alliance
North Carolina
$433K -$5.91K -58 -1%
PWP
707
Principle Wealth Partners
Connecticut
$433K
BCM
708
Beddow Capital Management
Wyoming
$432K
SAM
709
S.A. Mason
Michigan
$432K
HSG
710
Helen Stephens Group
Texas
$432K
OIA
711
OneDigital Investment Advisors
Kansas
$430K -$19.6K -192 -4%
SIA
712
Strategic Investment Advisors
Michigan
$429K +$14.7K +144 +4%
BMO
713
Beck Mack & Oliver
New York
$428K
KC
714
Kenfarb & Co
Kentucky
$428K
NL
715
NWAM LLC
Washington
$427K -$38.2K -375 -8%
HF
716
HRT Financial
New York
$425K +$425K +4,179 New
EGM
717
Engineers Gate Manager
New York
$424K -$764K -7,498 -64%
RWA
718
Redhawk Wealth Advisors
Minnesota
$423K +$423K +4,153 New
PCM
719
Pointe Capital Management
Michigan
$423K +$2.14K +21 +0.5%
LC
720
Lindbrook Capital
California
$423K -$56K -550 -12%
CCG
721
Cypress Capital Group
Florida
$421K -$15.5K -152 -4%
CIA
722
Capital Investment Advisors
Georgia
$421K -$6.72K -66 -2%
GCM
723
Gallacher Capital Management
Colorado
$421K +$11.8K +116 +3%
YIA
724
YHB Investment Advisors
Connecticut
$420K -$3.06K -30 -0.7%
FLAM
725
First Light Asset Management
Minnesota
$420K