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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 %
SPWM
901
Straight Path Wealth Management
Michigan
$253K
MLL
902
Moody Lynn & Lieberson
Massachusetts
$251K -$7.77K -77 -3%
LWM
903
Liberty Wealth Management
California
$250K -$177K -1,980 -41%
LRIA
904
Leonard Rickey Investment Advisors
Washington
$250K +$4.94K +49 +2%
SWM
905
SeaCrest Wealth Management
New York
$250K -$23.7K -235 -9%
KCM
906
Kendall Capital Management
Maryland
$249K -$30.2K -300 -11%
LFA
907
Laraway Financial Advisors
Minnesota
$249K -$15.1K -150 -6%
QT
908
Quantbot Technologies
New York
$248K -$1.23M -12,203 -83%
NSB
909
Norway Savings Bank
Maine
$248K -$69.6K -690 -22%
AIIMS
910
Analyst IMS Investment Management Services
Israel
$248K
SSWM
911
Sheets Smith Wealth Management
North Carolina
$247K
SIG
912
Stonegate Investment Group
Alabama
$246K -$3.13K -31 -1%
WANY
913
Wealthspire Advisors (New York)
New York
$246K -$37.8K -375 -13%
GFWA
914
Grey Fox Wealth Advisors
Delaware
$246K -$51.5K -510 -17%
HPC
915
HM Payson & Co
Maine
$245K +$2.52K +25 +1%
FPAS
916
Focus Partners Advisor Solutions
Missouri
$244K +$7.27K +72 +3%
PCP
917
Proficio Capital Partners
Massachusetts
$244K +$4.34K +43 +2%
AWM
918
Alterna Wealth Management
Texas
$243K +$243K +2,409 New
CAM
919
Claret Asset Management
Quebec, Canada
$243K +$243K +2,411 New
SIC
920
Shoker Investment Counsel
Ohio
$243K
CWM
921
Cornerstone Wealth Management
Missouri
$242K -$39.8K -394 -14%
LKIM
922
Lawson Kroeker Investment Management
Nebraska
$242K
PAM
923
Peak Asset Management
Colorado
$242K
HSA
924
HBK Sorce Advisory
Pennsylvania
$242K +$6.16K +61 +3%
WPP
925
Whalerock Point Partners
Rhode Island
$241K