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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 %
HBWM
751
Hollow Brook Wealth Management
New York
$386K
CFGS
752
Concourse Financial Group Securities
Alabama
$385K -$7.03K -69 -2%
SWM
753
Spire Wealth Management
Virginia
$384K +$27.7K +272 +8%
SC
754
Savant Capital
Illinois
$384K -$33.8K -332 -8%
RTC
755
Riverview Trust Company
Washington
$383K
PWM
756
PRW Wealth Management
Massachusetts
$383K
IWP
757
Icon Wealth Partners
Texas
$382K -$11K -108 -3%
FPFS
758
First Personal Financial Services
North Carolina
$379K
MBT
759
Montecito Bank & Trust
California
$379K -$1.12K -11 -0.3%
NDSI
760
Newman Dignan & Sheerar Inc
Rhode Island
$377K
FHA
761
Flagship Harbor Advisors
Massachusetts
$376K -$19K -187 -5%
VPI
762
Value Partners Investments
Manitoba, Canada
$375K +$10.8K +106 +3%
SVWAG
763
Sound View Wealth Advisors Group
Georgia
$373K
SFG
764
Summit Financial Group
West Virginia
$372K -$4.07K -40 -1%
MRCM
765
M&R Capital Management
New Jersey
$372K -$40.7K -400 -10%
STA
766
Summit Trail Advisors
New York
$371K -$63.5K -623 -15%
EIM
767
Essex Investment Management
Massachusetts
$369K -$23.2K -228 -6%
OAM
768
Occidental Asset Management
California
$369K -$8.15K -80 -2%
ClearBridge Investments
769
ClearBridge Investments
New York
$368K +$65.7K +645 +22%
HFM
770
Hartford Funds Management
Pennsylvania
$368K +$30.9K +303 +9%
CIAS
771
Capital Investment Advisory Services
North Carolina
$368K -$6.32K -62 -2%
BB
772
Busey Bank
Illinois
$367K -$72K -707 -16%
WA
773
Wealth Alliance
New York
$366K -$39.9K -392 -10%
RRA
774
Round Rock Advisors
Connecticut
$365K
RSWM
775
Robertson Stephens Wealth Management
California
$365K