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Novartis

1,200 hedge funds and large institutions have $14.9B invested in Novartis in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 341 increasing their positions, 476 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,200
Holders Change
+20
Holders Change %
+1.69%
% of All Funds
18.92%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
98
Increased
341
Reduced
476
Closed
68
Calls
$677M
Puts
$292M
Net Calls
+$384M
Net Calls Change
+$46.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
801
Allworth Financial
California
$325K -$1.72K -17 -0.5%
CWP
802
Concord Wealth Partners
Virginia
$325K +$19.5K +193 +6%
BHWM
803
Bar Harbor Wealth Management
New Hampshire
$324K -$10.1K -100 -3%
HI
804
Hendershot Investments
Virginia
$324K
CT
805
Colonial Trust
South Carolina
$322K -$2.02K -20 -0.6%
CCFCSB
806
Cape Cod Five Cents Savings Bank
Massachusetts
$321K -$15.4K -153 -5%
KMWM
807
Keudell/Morrison Wealth Management
Oregon
$321K -$9.89K -98 -3%
RFG
808
RFP Financial Group
Georgia
$321K +$242K +2,400 +309%
MAM
809
Mastrapasqua Asset Management
Tennessee
$320K -$3.03K -30 -0.9%
WA1
810
Wimmer Associates 1
California
$319K +$10.1K +100 +3%
PP
811
Pacifica Partners
Canada
$318K
QCIG
812
Quad-Cities Investment Group
Iowa
$317K
DS
813
DRW Securities
Illinois
$317K +$92.6K +919 +41%
AFCM
814
Applied Finance Capital Management
Puerto Rico
$316K +$31.9K +316 +11%
PCA
815
Peddock Capital Advisors
Massachusetts
$315K
KWMG
816
King Wealth Management Group
Florida
$313K +$313K +3,100 New
EFSCE
817
Enterprise Financial Services Corp (EFSC)
Missouri
$313K -$7.57K -75 -2%
MSAM
818
Moloney Securities Asset Management
Missouri
$311K -$389K -3,850 -56%
TFS
819
Thoroughbred Financial Services
Tennessee
$311K -$1.21K -12 -0.4%
RCAG
820
Rehmann Capital Advisory Group
Michigan
$309K +$5.75K +57 +2%
PFBT
821
Parkside Financial Bank & Trust
Missouri
$309K -$9.29K -92 -3%
ECG
822
Edge Capital Group
Georgia
$308K
PWP
823
Pursue Wealth Partners
California
$308K
SL
824
Sentry LLC
Tennessee
$307K
VC
825
Vicus Capital
Pennsylvania
$307K -$62.9K -623 -17%