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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 %
BIP
801
Blueprint Investment Partners
North Carolina
$289K +$34.6K +376 +14%
PCA
802
Peddock Capital Advisors
Massachusetts
$287K
TFS
803
Thoroughbred Financial Services
Tennessee
$285K +$1.56K +17 +0.6%
VPI
804
Value Partners Investments
Manitoba, Canada
$284K +$5.61K +61 +2%
ECG
805
Edge Capital Group
Georgia
$281K -$7.73K -84 -3%
PWP
806
Pursue Wealth Partners
California
$281K
WAM
807
Weatherly Asset Management
California
$281K
SL
808
Sentry LLC
Tennessee
$280K +$280K +3,045 New
CHA
809
Carmichael Hill & Associates
Maryland
$279K
CWP
810
Concord Wealth Partners
Virginia
$278K -$39.6K -430 -12%
V
811
ViaWealth
Kansas
$278K
PTC
812
Philadelphia Trust Company
Pennsylvania
$277K
RCAG
813
Rehmann Capital Advisory Group
Michigan
$276K -$27.5K -299 -9%
EH
814
Equitable Holdings
New York
$276K +$276K +3,003 New
IC
815
IEQ Capital
California
$275K +$275K +2,990 New
PFGIA
816
Patriot Financial Group Insurance Agency
Massachusetts
$275K +$275K +2,986 New
AP
817
Appleton Partners
Massachusetts
$274K +$274K +2,983 New
ClearBridge Investments
818
ClearBridge Investments
New York
$274K -$1.01K -11 -0.4%
HWMG
819
Hurlow Wealth Management Group
Indiana
$273K
PWA
820
Physician Wealth Advisors
Utah
$273K -$6.27K -64 -2%
SFS
821
Stiles Financial Services
Minnesota
$272K +$4.6K +50 +2%
RC
822
Roundview Capital
New Jersey
$272K -$536K -5,827 -66%
IRC
823
Investors Research Corp
Georgia
$272K -$18.4K -200 -6%
LA
824
Latitude Advisors
Florida
$272K +$276 +3 +0.1%
WHC
825
Wulff, Hansen & Co
California
$271K -$44.2K -480 -14%