NVS icon

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 %
PTP
851
Platform Technology Partners
New York
$286K
NG
852
Northstar Group
New York
$285K
NWM
853
NEIRG Wealth Management
Massachusetts
$285K
PAM
854
Paradigm Asset Management
New York
$285K -$130K -1,285 -31%
JC
855
Jacobs & Co
California
$285K
IWM
856
IHT Wealth Management
Illinois
$284K +$5.75K +57 +2%
SCM
857
Shelton Capital Management
Colorado
$283K -$5.05K -50 -2%
RFO
858
RiverGlades Family Offices
Florida
$283K
OWA
859
Opal Wealth Advisors
New York
$282K -$706 -7 -0.3%
PI
860
PFG Investments
New York
$281K +$281K +2,789 New
BP
861
BBR Partners
New York
$279K
KFA
862
Kapstone Financial Advisors
Ohio
$278K +$278K +2,695 New
BA
863
Bristlecone Advisors
Washington
$278K
GA
864
GFS Advisors
Texas
$278K
CAM
865
Cozad Asset Management
Illinois
$278K
PFSC
866
Peoples Financial Services Corp
Pennsylvania
$275K
PIMG
867
Patriot Investment Management Group
Tennessee
$275K +$10.3K +102 +4%
PTC
868
Philadelphia Trust Company
Pennsylvania
$274K -$30.1K -298 -10%
RWMG
869
Redwood Wealth Management Group
New Jersey
$272K -$5.55K -55 -2%
RPCONE
870
Retirement Planning Company of New England
Rhode Island
$272K -$4.64K -46 -2%
KP
871
Keel Point
Alabama
$271K +$4.44K +44 +2%
DDPIC
872
Deroy & Devereaux Private Investment Counsel
Michigan
$270K
CBTWT
873
Community Bank & Trust (Waco, Texas)
Texas
$270K
AGC
874
Aspen Grove Capital
Colorado
$270K +$18.7K +185 +7%
VWA
875
V Wealth Advisors
Kansas
$269K +$101 +1 +0%