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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 %
AA
776
Ancora Advisors
Ohio
$308K
EGA
777
Eagle Global Advisors
Texas
$307K -$2.25M -24,413 -88%
KCM
778
Kanawha Capital Management
Virginia
$307K
CCFCSB
779
Cape Cod Five Cents Savings Bank
Massachusetts
$307K -$45.1K -490 -13%
WCF
780
West Coast Financial
California
$306K -$36.8K -400 -11%
IPW
781
Inlet Private Wealth
Florida
$304K -$24.6K -267 -7%
BHWM
782
Bar Harbor Wealth Management
New Hampshire
$304K
AA
783
Argent Advisors
Louisiana
$304K +$9.2K +100 +3%
KMWM
784
Keudell/Morrison Wealth Management
Oregon
$302K
PCA
785
Prosperity Capital Advisors
Ohio
$301K
FTA
786
Financial & Tax Architects
Missouri
$301K +$6.07K +66 +2%
CCM
787
Crew Capital Management
Ohio
$301K
BFW
788
Brady Family Wealth
Missouri
$300K +$50.6K +550 +20%
ICG
789
InterOcean Capital Group
Tennessee
$300K
FLI
790
Family Legacy Inc
South Carolina
$299K
GDP
791
Great Diamond Partners
Maine
$299K -$184K -1,995 -38%
AF
792
Allworth Financial
California
$298K +$10.5K +114 +4%
PMA
793
Prudent Man Advisors
Illinois
$298K +$644 +7 +0.2%
CT
794
Colonial Trust
South Carolina
$295K -$23.6K -256 -7%
HI
795
Hendershot Investments
Virginia
$295K -$41.4K -450 -12%
MAM
796
Mastrapasqua Asset Management
Tennessee
$295K +$75.4K +820 +34%
EFSCE
797
Enterprise Financial Services Corp (EFSC)
Missouri
$292K +$14.3K +155 +5%
PFBT
798
Parkside Financial Bank & Trust
Missouri
$290K -$3.59K -39 -1%
NSB
799
Norway Savings Bank
Maine
$290K -$41.4K -450 -13%
QCIG
800
Quad-Cities Investment Group
Iowa
$289K +$5.34K +58 +2%