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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 %
WAAG
851
Wealth Alliance Advisory Group
Kansas
$259K
APWM
852
Argonautica Private Wealth Management
Massachusetts
$258K -$37.3K -405 -13%
BTI
853
Blue Trust Inc
Georgia
$258K -$30.7K -338 -11%
D.E. Shaw & Co
854
D.E. Shaw & Co
New York
$258K -$1.9M -20,643 -88%
RFO
855
RiverGlades Family Offices
Florida
$258K -$191K -2,075 -43%
LWM
856
Lyell Wealth Management
California
$258K
AWM
857
Angeles Wealth Management
California
$258K -$28.5K -310 -10%
OWA
858
Opal Wealth Advisors
New York
$257K +$1.66K +18 +0.6%
CWM
859
Cornerstone Wealth Management
Missouri
$257K +$257K +2,795 New
AAS
860
Annex Advisory Services
Wisconsin
$256K -$27.4K -298 -10%
KCM
861
Kendall Capital Management
Maryland
$255K -$4.24K -46 -2%
BP
862
BBR Partners
New York
$255K +$18.8K +204 +8%
IWM
863
IHT Wealth Management
Illinois
$254K +$12.7K +138 +5%
BA
864
Bristlecone Advisors
Washington
$253K -$736 -8 -0.3%
CAM
865
Cozad Asset Management
Illinois
$253K -$94.3K -1,025 -27%
RWMG
866
Redwood Wealth Management Group
New Jersey
$253K -$18.4K -200 -7%
GA
867
GFS Advisors
Texas
$253K
RPCONE
868
Retirement Planning Company of New England
Rhode Island
$252K +$1.75K +19 +0.7%
MW
869
Marcum Wealth
Ohio
$252K -$10.1K -110 -4%
AL
870
Aspiriant LLC
California
$252K +$46K +500 +22%
PFSC
871
Peoples Financial Services Corp
Pennsylvania
$251K -$31.9K -347 -11%
SWM
872
SeaCrest Wealth Management
New York
$250K +$30.7K +334 +14%
SEP
873
Southland Equity Partners
Missouri
$248K +$5.15K +56 +2%
BFC
874
Blue Fin Capital
Rhode Island
$247K -$10.6K -101 -4%
CBTWT
875
Community Bank & Trust (Waco, Texas)
Texas
$246K -$2.49K -27 -1%