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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 %
PMAM
726
Penn Mutual Asset Management
Pennsylvania
$420K
CFMC
727
Curbstone Financial Management Corp
New Hampshire
$417K
FFA
728
First Foundation Advisors
California
$413K -$18.1K -178 -4%
LIP
729
Liontrust Investment Partners
United Kingdom
$413K -$4.55M -44,689 -92%
ACA
730
Atlas Capital Advisors
Wyoming
$409K
SRC
731
Shufro Rose & Co
New York
$407K
IFWM
732
Institute for Wealth Management
Colorado
$406K -$35.3K -347 -8%
IA
733
IFP Advisors
Florida
$406K +$190K +1,866 +88%
ACM
734
Argyle Capital Management
Pennsylvania
$405K
LG
735
LaFleur & Godfrey
Michigan
$405K
PFWA
736
Paces Ferry Wealth Advisors
Georgia
$403K -$15K -147 -4%
IAS
737
Insigneo Advisory Services
Florida
$401K +$62.6K +615 +19%
ACM
738
Ategra Capital Management
Virginia
$401K -$5.91K -58 -1%
H
739
HoyleCohen
California
$399K +$22.9K +225 +6%
Balyasny Asset Management
740
Balyasny Asset Management
Illinois
$399K +$399K +3,915 New
ACA
741
Aptus Capital Advisors
Alabama
$398K +$55.9K +579 +16%
TLCM
742
Twin Lakes Capital Management
California
$398K
PWAM
743
Pinnacle West Asset Management
Wyoming
$397K +$63.6K +625 +19%
MWM
744
Mattern Wealth Management
Kansas
$396K -$1.22K -12 -0.3%
HWAM
745
Hennion & Walsh Asset Management
New Jersey
$393K -$52.4K -514 -12%
CF
746
Centaurus Financial
California
$390K +$32.5K +319 +9%
OC
747
Oakworth Capital
Alabama
$388K -$7.23K -71 -2%
DDC
748
DF Dent & Co
Maryland
$388K
AL
749
Aspiriant LLC
California
$387K +$83.5K +820 +28%
FIA
750
FNY Investment Advisers
New York
$386K +$386K +4,000 New