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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 %
LG
726
LaFleur & Godfrey
Michigan
$401K -$70.6K -700 -15%
PFGIA
727
Patriot Financial Group Insurance Agency
Massachusetts
$397K +$95.5K +946 +32%
TLCM
728
Twin Lakes Capital Management
California
$394K +$1.31K +13 +0.3%
MWM
729
Mattern Wealth Management
Kansas
$393K -$5.35K -53 -1%
OC
730
Oakworth Capital
Alabama
$392K -$5.05K -50 -1%
NPF
731
Norris Perne & French
Michigan
$391K -$6.86K -68 -2%
FHA
732
Flagship Harbor Advisors
Massachusetts
$391K +$99.8K +989 +34%
SAM
733
S.A. Mason
Michigan
$390K
IWP
734
Icon Wealth Partners
Texas
$390K -$26.1K -259 -6%
EIM
735
Essex Investment Management
Massachusetts
$389K -$17.2K -170 -4%
CFGS
736
Concourse Financial Group Securities
Alabama
$389K -$242K -2,401 -38%
DDC
737
DF Dent & Co
Maryland
$384K
HBWM
738
Hollow Brook Wealth Management
New York
$382K
RTC
739
Riverview Trust Company
Washington
$380K -$11.8K -117 -3%
MBT
740
Montecito Bank & Trust
California
$376K -$1.82K -18 -0.5%
FPFS
741
First Personal Financial Services
North Carolina
$375K
OAM
742
Occidental Asset Management
California
$374K -$22.7K -225 -6%
NDSI
743
Newman Dignan & Sheerar Inc
Rhode Island
$373K
SFG
744
Summit Financial Group
West Virginia
$373K
H
745
HoyleCohen
California
$373K
GVAG
746
Great Valley Advisor Group
Delaware
$372K +$372K +3,685 New
JF
747
Jump Financial
Illinois
$372K +$372K +3,684 New
CIAS
748
Capital Investment Advisory Services
North Carolina
$371K +$15.2K +151 +4%
SVWAG
749
Sound View Wealth Advisors Group
Georgia
$369K
FM
750
Foster & Motley
Ohio
$366K