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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 %
SFO
726
Stokes Family Office
Louisiana
$360K -$114K -1,244 -24%
TLCM
727
Twin Lakes Capital Management
California
$358K +$9.48K +103 +3%
NL
728
NWAM LLC
Washington
$358K -$52.5K -571 -13%
RTC
729
Riverview Trust Company
Washington
$357K +$10.8K +117 +3%
MNBTD
730
Moody National Bank Trust Division
Texas
$352K -$20.9K -227 -6%
DDC
731
DF Dent & Co
Maryland
$350K +$15.6K +170 +5%
HBWM
732
Hollow Brook Wealth Management
New York
$348K
P
733
Pitcairn
Pennsylvania
$347K +$92.1K +1,001 +36%
MBT
734
Montecito Bank & Trust
California
$345K -$47.5K -516 -12%
FPFS
735
First Personal Financial Services
North Carolina
$342K
RCM
736
RNC Capital Management
California
$341K +$11.8K +128 +4%
NDSI
737
Newman Dignan & Sheerar Inc
Rhode Island
$340K
SFG
738
Summit Financial Group
West Virginia
$340K
H
739
HoyleCohen
California
$340K -$92K -1,000 -21%
PWM
740
Perigon Wealth Management
California
$340K -$7.45K -81 -2%
PB
741
Pinnacle Bancorp
Nebraska
$338K +$1.29K +14 +0.4%
VC
742
Vicus Capital
Pennsylvania
$337K +$8.65K +94 +3%
SVWAG
743
Sound View Wealth Advisors Group
Georgia
$337K
SF
744
Summit Financial
New Jersey
$336K -$138K -1,499 -29%
HCA
745
Heck Capital Advisors
Wisconsin
$335K +$11.9K +129 +4%
FM
746
Foster & Motley
Ohio
$333K -$4.78K -52 -1%
CWP
747
Capital Wealth Planning
Florida
$331K +$331K +3,597 New
PCM
748
Penserra Capital Management
California
$330K +$240K +2,616 +267%
SIA
749
Strategic Investment Advisors
Michigan
$330K +$120K +1,302 +57%
RRA
750
Round Rock Advisors
Connecticut
$330K +$7.82K +85 +2%