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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 %
RSWM
751
Robertson Stephens Wealth Management
California
$329K -$12K -130 -4%
BIA
752
Benchmark Investment Advisors
Illinois
$328K -$5.7K -62 -2%
RMDI
753
R.M. Davis Inc
Maine
$327K
BFM
754
Boston Financial Management
Massachusetts
$326K +$16.4K +178 +5%
STA
755
Summit Trail Advisors
New York
$326K +$326K +3,545 New
RHAM
756
Round Hill Asset Management
California
$326K
SC
757
Savant Capital
Illinois
$326K -$1.93K -21 -0.6%
MWM
758
Meridian Wealth Management
Kentucky
$325K
CIAS
759
Capital Investment Advisory Services
North Carolina
$324K -$65.7K -714 -17%
AIA
760
Angeles Investment Advisors
California
$323K +$323K +3,516 New
AWA
761
Aaron Wealth Advisors
Illinois
$323K +$23.6K +257 +8%
CCA
762
Cravens & Co Advisors
Tennessee
$323K
AWA
763
Arete Wealth Advisors
Illinois
$322K -$6.71K -73 -2%
CC
764
Courier Capital
New York
$317K -$2.3K -25 -0.7%
WA1
765
Wimmer Associates 1
California
$316K +$87K +844 +38%
CDH
766
Charles D. Hyman
$315K +$3.96K +43 +1%
PAM
767
Panagora Asset Management
Massachusetts
$315K
FAM
768
Formidable Asset Management
Ohio
$314K
VC
769
Veracity Capital
Georgia
$313K -$1.66K -18 -0.5%
PWAM
770
Pinnacle West Asset Management
Wyoming
$313K +$313K +3,400 New
MIM
771
Merrion Investment Management
New Jersey
$313K
MSS
772
Mitchell Sinkler & Starr
Pennsylvania
$313K +$75.3K +818 +32%
GT
773
Glenview Trust
Kentucky
$313K
Toronto Dominion Bank
774
Toronto Dominion Bank
Ontario, Canada
$309K -$22.1K -240 -7%
PP
775
Pacifica Partners
Canada
$308K