NVS icon

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 %
HAG
526
HighPoint Advisor Group
Illinois
$1.05M -$57.6K -501 -5%
DW30
527
Drucker Wealth 3.0
New Jersey
$1.04M +$22.2K +193 +2%
BCM
528
Barometer Capital Management
Ontario, Canada
$1.04M +$1.04M +9,000 New
CSPIA
529
Cary Street Partners Investment Advisory
Virginia
$1.03M -$143K -1,247 -12%
BMC
530
Beaton Management Company
Massachusetts
$1.02M
Twin Tree Management
531
Twin Tree Management
Texas
$1.02M +$97.5K +848 +11%
ABC
532
Associated Banc-Corp
Wisconsin
$1.01M -$4.6K -40 -0.5%
1IA
533
1620 Investment Advisors
Massachusetts
$1.01M -$3.11K -27 -0.3%
MA
534
Mutual Advisors
Nebraska
$999K -$220K -1,945 -18%
HA
535
Hamel Associates
New Jersey
$998K +$4.03K +35 +0.4%
VSQM
536
V-Square Quantitative Management
Illinois
$993K
NWM
537
Northcape Wealth Management
New York
$986K
SN
538
Sittner & Nelson
Oregon
$981K -$27.6K -240 -3%
NHT
539
New Hampshire Trust
New Hampshire
$979K -$6.1K -53 -0.6%
FDCDDQ
540
Federation des caisses Desjardins du Quebec
Quebec, Canada
$978K -$2.76K -24 -0.3%
VAS
541
Vestmark Advisory Solutions
Massachusetts
$978K -$391K -3,402 -29%
BSB
542
Bangor Savings Bank
Maine
$977K -$35.1K -305 -3%
SWA
543
Stratos Wealth Advisors
Ohio
$970K +$575 +5 +0.1%
HAG
544
HF Advisory Group
Maryland
$967K +$86.4K +751 +10%
KGC
545
Kennon-Green & Company
Ohio
$965K +$1.15K +10 +0.1%
VA
546
Valmark Advisers
Ohio
$961K -$7.71K -67 -0.8%
EIP
547
Epoch Investment Partners
New York
$961K -$4.49K -39 -0.5%
GS
548
GTS Securities
New York
$942K +$942K +8,190 New
SRC
549
Sage Rhino Capital
California
$939K +$36.7K +319 +4%
PP
550
PDS Planning
Ohio
$933K +$3.8K +33 +0.4%