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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 %
ACM
1076
Antonetti Capital Management
Florida
$23K
NSG
1077
Nalls Sherbakoff Group
Tennessee
$22.9K +$22.9K +250 New
Credit Agricole
1078
Credit Agricole
France
$22.4K
BWAM
1079
Boyd Watterson Asset Management
Ohio
$22.3K
Commonwealth Equity Services
1080
Commonwealth Equity Services
Massachusetts
$21.9K +$1.66K +18,021 +8%
WAM
1081
WFA Asset Management
Wisconsin
$21.4K
HCM
1082
Hollencrest Capital Management
California
$21.3K
TSW
1083
Thompson Siegel & Walmsley
Virginia
$21K -$64.2K -700 -75%
MFA
1084
McClarren Financial Advisors
Pennsylvania
$21K +$538 +6 +3%
CIA
1085
Cape Investment Advisory
Georgia
$21K +$21K +228 New
RG
1086
Retirement Group
California
$20K
RTL
1087
Red Tortoise LLC
Georgia
$19K
IBOK
1088
Independence Bank of Kentucky
Kentucky
$18.4K -$40.5K -440 -69%
MAWCM
1089
Mine & Arao Wealth Creation & Management
California
$18.4K
TC
1090
Trust Company
Kansas
$18.4K
WBC
1091
West Branch Capital
Massachusetts
$18.4K
TF
1092
TimeScale Financial
Massachusetts
$18.4K
TFA
1093
Transamerica Financial Advisors
Florida
$18K
CAM
1094
Close Asset Management
United Kingdom
$18K
UCB
1095
United Community Bank
South Carolina
$17.9K
Legal & General Group
1096
Legal & General Group
United Kingdom
$17.8K -$1.59M -17,275 -99%
CTB
1097
Country Trust Bank
Illinois
$17.8K
VWM
1098
Valley Wealth Managers
New Jersey
$17.8K +$17.8K +193 New
EBA
1099
Eagle Bay Advisors
New York
$16.9K +$4.42K +48 +35%
OLVIG
1100
Oliver Lagore Vanvalin Investment Group
Michigan
$16.6K