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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 %
ES
901
Eagle Strategies
New York
$233K +$2.67K +29 +1%
PWP
902
Private Wealth Partners
California
$233K +$233K +2,534 New
ACA
903
Aptus Capital Advisors
Alabama
$233K -$49.4K -537 -17%
Wealth Enhancement Advisory Services
904
Wealth Enhancement Advisory Services
Minnesota
$233K +$233K +2,532 New
P
905
Palladiem
Pennsylvania
$232K
SPWM
906
Straight Path Wealth Management
Michigan
$231K -$644 -7 -0.3%
CPIA
907
Cornell Pochily Investment Advisors
New York
$230K +$4.6K +50 +2%
AIIMS
908
Analyst IMS Investment Management Services
Israel
$229K
AGC
909
Aspen Grove Capital
Colorado
$229K +$229K +2,488 New
SIG
910
Stonegate Investment Group
Alabama
$227K -$21.1K -229 -8%
PCA
911
Pallas Capital Advisors
Massachusetts
$226K -$99.8K -992 -31%
SSWM
912
Sheets Smith Wealth Management
North Carolina
$225K
LRIA
913
Leonard Rickey Investment Advisors
Washington
$224K +$224K +2,430 New
OL
914
Optas LLC
Texas
$223K -$5.98K -65 -3%
MSFS
915
Main Street Financial Solutions
Pennsylvania
$222K -$7.91K -86 -3%
GFG
916
Goldstone Financial Group
Illinois
$222K +$222K +2,413 New
HPC
917
HM Payson & Co
Maine
$221K -$67.3K -731 -23%
SIC
918
Shoker Investment Counsel
Ohio
$221K
LKIM
919
Lawson Kroeker Investment Management
Nebraska
$221K +$221K +2,400 New
PAM
920
Peak Asset Management
Colorado
$221K +$221K +2,400 New
ATPW
921
Ashton Thomas Private Wealth
Arizona
$220K +$220K +2,392 New
WPP
922
Whalerock Point Partners
Rhode Island
$220K
PCP
923
Proficio Capital Partners
Massachusetts
$218K -$20.3K -221 -9%
GWANC
924
Guardian Wealth Advisors (North Carolina)
North Carolina
$218K +$3.13K +34 +1%
Mitsubishi UFJ Asset Management
925
Mitsubishi UFJ Asset Management
Japan
$218K +$17K +185 +8%