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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 %
OL
876
Optas LLC
Texas
$268K +$23K +228 +9%
WP
877
WealthSpring Partners
California
$268K -$23.8K -236 -8%
TTWM
878
TCV Trust & Wealth Management
Virginia
$267K -$174K -1,729 -39%
TYCC
879
Texas Yale Capital Corp
Florida
$267K -$2.32K -23 -0.9%
CC
880
Chicago Capital
Illinois
$266K
GLA
881
Great Lakes Advisors
Illinois
$266K
SG
882
StoneX Group
New York
$266K +$27.2K +270 +11%
CB
883
Community Bank
New York
$265K -$202K -2,000 -43%
PAS
884
Professional Advisory Services
Florida
$265K
MFG
885
Magnus Financial Group
New York
$264K
MWA
886
Meridian Wealth Advisors
Texas
$264K +$1.51K +15 +0.6%
BGC
887
Beutel, Goodman & Co
Ontario, Canada
$263K
WAAG
888
Wealth Alliance Advisory Group
Kansas
$262K -$21.2K -210 -7%
AAS
889
Annex Advisory Services
Wisconsin
$261K -$19.8K -196 -7%
ATPW
890
Ashton Thomas Private Wealth
Arizona
$260K +$18.6K +184 +8%
Toronto Dominion Bank
891
Toronto Dominion Bank
Ontario, Canada
$259K -$79.6K -790 -24%
ESB
892
Essex Savings Bank
Connecticut
$258K -$6.46K -64 -2%
NCM
893
Northside Capital Management
Oregon
$257K
ES
894
Eagle Strategies
New York
$256K
PWP
895
Private Wealth Partners
California
$256K
FPWM
896
FSB Premier Wealth Management
Iowa
$256K -$10.5K -104 -4%
FFS
897
Founders Financial Securities
Maryland
$255K +$30.3K +300 +13%
HCP
898
Hexagon Capital Partners
Arkansas
$255K +$40.3K +399 +19%
P
899
Palladiem
Pennsylvania
$255K
IF
900
Intrua Financial
Texas
$254K -$2.42K -24 -0.9%