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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 %
SEC
776
Seven Eight Capital
New York
$364K +$364K +3,577 New
SW
777
SteelPeak Wealth
California
$364K +$130K +1,276 +55%
APWM
778
Argonautica Private Wealth Management
Massachusetts
$364K +$3.06K +30 +0.8%
WPC
779
Wedmont Private Capital
Pennsylvania
$364K +$81.2K +832 +29%
PPC
780
Park Place Capital
Alabama
$364K +$1.32K +13 +0.4%
PB
781
Pinnacle Bancorp
Nebraska
$361K -$4.99K -49 -1%
MWM
782
Meridian Wealth Management
Kentucky
$360K -$2.24K -22 -0.6%
GFS
783
GYL Financial Synergies
Connecticut
$359K +$26K +255 +8%
VC
784
Vicus Capital
Pennsylvania
$359K +$49.2K +483 +16%
DWM
785
Drive Wealth Management
Utah
$359K -$92.1K -904 -20%
CCA
786
Cravens & Co Advisors
Tennessee
$357K
HCA
787
Heck Capital Advisors
Wisconsin
$357K -$4.58K -45 -1%
CDH
788
Charles D. Hyman
$357K +$8.05K +79 +2%
PCA
789
Prosperity Capital Advisors
Ohio
$355K +$1.73K +17 +0.5%
MNBTD
790
Moody National Bank Trust Division
Texas
$354K -$8.56K -84 -2%
HAG
791
HF Advisory Group
Maryland
$353K +$353K +3,342 New
TYCC
792
Texas Yale Capital Corp
Florida
$352K +$82.5K +810 +31%
KWMG
793
King Wealth Management Group
Florida
$351K +$35.6K +350 +11%
VC
794
Veracity Capital
Georgia
$347K +$611 +6 +0.2%
SMA
795
Seven Mile Advisory
New Jersey
$346K -$8.66K -85 -2%
RHAM
796
Round Hill Asset Management
California
$346K -$15.3K -150 -4%
GDP
797
Great Diamond Partners
Maine
$345K -$20.2K -198 -6%
AA
798
Ancora Advisors
Ohio
$345K +$11.9K +117 +4%
NPF
799
Norris Perne & French
Michigan
$344K -$51.2K -503 -13%
BFW
800
Brady Family Wealth
Missouri
$343K +$11.2K +110 +3%