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Novartis

1,247 hedge funds and large institutions have $13.6B invested in Novartis in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 424 increasing their positions, 471 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
-20
Holders Change %
-1.58%
% of All Funds
18.08%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
88
Increased
424
Reduced
471
Closed
92
Calls
$143M
Puts
$148M
Net Calls
-$5.16M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
VSQM
551
V-Square Quantitative Management
Illinois
$804K
CAM
552
Cypress Asset Management
Texas
$802K -$9.85K -100 -1%
VA
553
Valmark Advisers
Ohio
$802K +$4.64K +48 +0.6%
PCA
554
Prosperity Capital Advisors
Ohio
$793K +$451K +4,660 +132%
FSA
555
Fort Sheridan Advisors
Illinois
$789K +$14K +145 +2%
BDS
556
Banco de Sabadell
Florida
$789K -$3.01K -31 -0.4%
SCM
557
Shelton Capital Management
Colorado
$782K +$521K +5,386 +199%
JWBC
558
J.W. Burns & Co
New York
$782K +$16.4K +170 +2%
MCM
559
Mill Capital Management
North Carolina
$782K -$29K -300 -4%
MGIA
560
Moneta Group Investment Advisors
Missouri
$776K -$8.93M -5,562 -92%
EWM
561
Elmwood Wealth Management
California
$766K +$311K +3,216 +68%
MG
562
Mather Group
Illinois
$763K -$194K -1,922 -20%
WFI
563
West Family Investments
California
$761K +$27.5K +284 +4%
TIAA Trust, National Association
564
TIAA Trust, National Association
North Carolina
$760K +$161K +1,666 +27%
SRC
565
Sage Rhino Capital
California
$755K +$15.7K +162 +2%
TIM
566
Thornburg Investment Management
New Mexico
$754K +$93.4K +966 +14%
PP
567
PDS Planning
Ohio
$751K +$6K +62 +0.8%
MWM
568
Modera Wealth Management
New Jersey
$750K -$2.9K -30 -0.4%
AIM
569
Anchor Investment Management
South Carolina
$745K +$1.64K +17 +0.2%
MIC
570
Means Investment Company
Maine
$743K -$37.7K -390 -5%
MM
571
MQS Management
New York
$740K +$740K +7,651 New
CTC
572
Central Trust Company
Missouri
$739K -$49.3K -510 -6%
RA
573
Ruggaard & Associates
Ohio
$736K +$9.38K +97 +1%
BWP
574
BSW Wealth Partners
Colorado
$733K -$76.9K -795 -9%
MA
575
Montag & Associates
Georgia
$733K -$38.5K -398 -5%