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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 %
DDPIC
876
Deroy & Devereaux Private Investment Counsel
Michigan
$246K +$36.8K +400 +18%
PFM
877
Parsec Financial Management
North Carolina
$246K
TYCC
878
Texas Yale Capital Corp
Florida
$245K -$109K -1,180 -31%
VWA
879
V Wealth Advisors
Kansas
$245K -$118K -1,282 -33%
TFCP
880
Twin Focus Capital Partners
Massachusetts
$244K -$15K -163 -6%
PCIA
881
Prime Capital Investment Advisors
Kansas
$244K -$44.3K -481 -15%
TF
882
Tompkins Financial
New York
$243K -$4.6K -50 -2%
KAM
883
Knightsbridge Asset Management
California
$243K -$5.9K -64 -2%
CC
884
Chicago Capital
Illinois
$243K
KP
885
Keel Point
Alabama
$243K -$32.8K -357 -12%
GLA
886
Great Lakes Advisors
Illinois
$243K
FPWM
887
FSB Premier Wealth Management
Iowa
$243K +$13.6K +148 +6%
PAS
888
Professional Advisory Services
Florida
$242K -$13.8K -150 -5%
PIMG
889
Patriot Investment Management Group
Tennessee
$241K -$31.3K -340 -11%
MFG
890
Magnus Financial Group
New York
$241K +$12.5K +136 +5%
ESB
891
Essex Savings Bank
Connecticut
$241K +$1.29K +14 +0.5%
LFA
892
Laraway Financial Advisors
Minnesota
$241K -$13.8K -150 -5%
SAG
893
SageView Advisory Group
California
$241K -$43.8K -476 -15%
BGC
894
Beutel, Goodman & Co
Ontario, Canada
$240K +$11K +120 +5%
SFS
895
Sowell Financial Services
Arkansas
$240K +$240K +2,606 New
MWA
896
Meridian Wealth Advisors
Texas
$239K
HIP
897
HUB Investment Partners
Texas
$236K +$236K +2,567 New
PJSIMP
898
P.J. Schmidt Investment Management (PJS)
Wisconsin
$236K
MLL
899
Moody Lynn & Lieberson
Massachusetts
$236K -$184K -2,000 -44%
NCM
900
Northside Capital Management
Oregon
$234K