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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 %
AP
826
Appleton Partners
Massachusetts
$307K +$5.56K +55 +2%
CHA
827
Carmichael Hill & Associates
Maryland
$306K
V
828
ViaWealth
Kansas
$305K
SFS
829
Stiles Financial Services
Minnesota
$303K +$4.54K +45 +2%
SEIA
830
Signature Estate & Investment Advisors
California
$303K +$303K +3,008 New
WAM
831
Weatherly Asset Management
California
$303K -$5.05K -50 -2%
EH
832
Equitable Holdings
New York
$303K -$303 -3 -0.1%
AL
833
Aspiriant LLC
California
$301K +$24.7K +245 +9%
ClearBridge Investments
834
ClearBridge Investments
New York
$300K -$505 -5 -0.2%
HWMG
835
Hurlow Wealth Management Group
Indiana
$300K
RC
836
Roundview Capital
New Jersey
$299K
KFI
837
Key Financial Inc
Pennsylvania
$299K +$10.1K +100 +3%
LCM
838
LCM Capital Management
Illinois
$298K +$6.86K +68 +2%
LA
839
Latitude Advisors
Florida
$298K
WHC
840
Wulff, Hansen & Co
California
$297K
DWM
841
Dorchester Wealth Management
Quebec, Canada
$297K
SW
842
StrongBox Wealth
Missouri
$297K +$10.1K +100 +4%
FTA
843
Financial & Tax Architects
Missouri
$295K -$35.6K -353 -11%
GTAM
844
Global Trust Asset Management
Florida
$294K
AIP
845
Almanack Investment Partners
Pennsylvania
$292K +$5.65K +56 +2%
AWM
846
Angeles Wealth Management
California
$292K +$9.08K +90 +3%
HNWAG
847
High Net Worth Advisory Group
Florida
$290K -$5.85K -58 -2%
ACM
848
Allred Capital Management
Texas
$290K
SEP
849
Southland Equity Partners
Missouri
$287K +$15.3K +152 +6%
WPC
850
Wedmont Private Capital
Pennsylvania
$287K +$287K +2,899 New