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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 %
DWM
826
Dorchester Wealth Management
Quebec, Canada
$271K
GFWA
827
Grey Fox Wealth Advisors
Delaware
$271K -$1.84K -20 -0.7%
PTP
828
Platform Technology Partners
New York
$271K
HFM
829
Hartford Funds Management
Pennsylvania
$270K +$52.3K +568 +24%
HNWAG
830
High Net Worth Advisory Group
Florida
$269K
GTAM
831
Global Trust Asset Management
Florida
$268K -$18.8K -204 -7%
SSWM
832
Smith Salley Wealth Management
North Carolina
$268K -$3.31K -36 -1%
DOA
833
D'Orazio & Associates
Virginia
$268K -$24.3K -264 -8%
WP
834
WealthSpring Partners
California
$266K -$9.02K -98 -3%
LCM
835
LCM Capital Management
Illinois
$266K +$15.9K +173 +6%
FHA
836
Flagship Harbor Advisors
Massachusetts
$266K +$1.1K +12 +0.4%
ACM
837
Allred Capital Management
Texas
$264K +$2.39K +26 +0.9%
FCBT
838
First Citizens Bank & Trust
North Carolina
$263K -$23.5K -255 -8%
KFI
839
Key Financial Inc
Pennsylvania
$263K +$92K +1,000 +54%
SCM
840
Shelton Capital Management
Colorado
$262K +$4.6K +50 +2%
IF
841
Intrua Financial
Texas
$262K +$8.66K +84 +3%
SW
842
StrongBox Wealth
Missouri
$261K +$32.2K +350 +14%
AIP
843
Almanack Investment Partners
Pennsylvania
$261K
Koshinski Asset Management
844
Koshinski Asset Management
Illinois
$261K -$15.5K -169 -6%
NG
845
Northstar Group
New York
$260K -$368 -4 -0.1%
LSA
846
Lion Street Advisors
Texas
$260K +$260K +2,829 New
NWM
847
NEIRG Wealth Management
Massachusetts
$260K +$260K +2,829 New
AFCM
848
Applied Finance Capital Management
Puerto Rico
$259K +$28.7K +312 +12%
JC
849
Jacobs & Co
California
$259K
WANY
850
Wealthspire Advisors (New York)
New York
$259K -$219K -2,382 -46%