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Novartis

1,303 hedge funds and large institutions have $15.2B invested in Novartis in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 413 increasing their positions, 476 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,303
Holders Change
+3
Holders Change %
+0.23%
% of All Funds
18.85%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
100
Increased
413
Reduced
476
Closed
80
Calls
$171M
Puts
$294M
Net Calls
-$123M
Net Calls Change
-$96.4M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
476
DGS Capital Management
New Jersey
$1.23M +$61.2K +532 +5%
CI
477
CX Institutional
Indiana
$1.23M +$46.1K +401 +4%
BHPW
478
Beverly Hills Private Wealth
California
$1.23M -$193K -1,676 -14%
NS
479
NBC Securities
Alabama
$1.23M +$19.5K +170 +2%
GIA
480
Guyasuta Investment Advisors
Pennsylvania
$1.23M -$221K -1,918 -15%
IB
481
Intrust Bank
Kansas
$1.22M +$18.5K +161 +2%
HIC
482
Holderness Investments Company
North Carolina
$1.22M +$90.4K +786 +8%
CastleKeep Investment Advisors
483
CastleKeep Investment Advisors
Connecticut
$1.21M +$52.7K +458 +5%
SSI
484
Scott & Selber Inc
Texas
$1.21M -$8.05K -70 -0.7%
Luther King Capital Management (LKCM)
485
Luther King Capital Management (LKCM)
Texas
$1.2M +$106K +919 +10%
AAS
486
Ameritas Advisory Services
Nebraska
$1.2M -$111K -962 -8%
TCA
487
Transcend Capital Advisors
New Jersey
$1.2M -$85.1K -740 -7%
EAM
488
Eagle Asset Management
Florida
$1.2M -$16.8K -158 -1%
SC
489
SouthState Corp
Florida
$1.2M -$46.1K -401 -4%
SFS
490
Sowell Financial Services
Arkansas
$1.2M +$1.2M +10,386 New
CFB
491
Cullen/Frost Bankers
Texas
$1.19M -$39.9K -347 -3%
BTI
492
Blue Trust Inc
Georgia
$1.19M +$728K +6,839 +159%
FOA
493
Five Oceans Advisors
California
$1.18M +$438K +3,806 +59%
MFA
494
Mayflower Financial Advisors
Massachusetts
$1.18M +$5.98K +52 +0.5%
UB
495
UMB Bank
Missouri
$1.18M -$5.75K -50 -0.5%
DTC
496
Davidson Trust Company
Washington
$1.17M +$204K +1,770 +21%
OIA
497
OneDigital Investment Advisors
Kansas
$1.17M -$114K -991 -9%
CAG
498
Csenge Advisory Group
Florida
$1.17M +$78.8K +678 +7%
SFA
499
Semmax Financial Advisors
North Carolina
$1.16M -$16.2K -154 -1%
CA
500
Cambridge Advisors
Nebraska
$1.16M