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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 %
Wolverine Trading
551
Wolverine Trading
Illinois
$926K +$926K +8,008 New
SMG
552
Smart Money Group
Texas
$925K +$58.6K +541 +7%
BFM
553
Boston Financial Management
Massachusetts
$925K -$138K -1,203 -13%
FSA
554
Fort Sheridan Advisors
Illinois
$923K -$15.6K -136 -2%
JWBC
555
J.W. Burns & Co
New York
$921K -$8.63K -75 -0.9%
WA
556
Waverly Advisors
Alabama
$919K -$61.8K -537 -6%
CAM
557
Cypress Asset Management
Texas
$915K +$17.3K +150 +2%
CCM
558
Coldstream Capital Management
Washington
$914K +$128K +1,109 +16%
AWE
559
Avidian Wealth Enterprises
Texas
$910K +$11.7K +102 +1%
SCM
560
Shelton Capital Management
Colorado
$902K -$4.03K -35 -0.4%
LDB
561
Lee, Danner & Bass
Tennessee
$898K -$2.88K -25 -0.3%
Allianz Asset Management
562
Allianz Asset Management
Germany
$897K
TIM
563
Thornburg Investment Management
New Mexico
$897K
BIAS
564
Beacon Investment Advisory Services
New Jersey
$890K -$35.9K -312 -4%
BWP
565
BSW Wealth Partners
Colorado
$889K +$73.3K +637 +9%
JFA
566
JNBA Financial Advisors
Minnesota
$889K -$83.8K -729 -9%
FAFN
567
First Affirmative Financial Network
Colorado
$887K +$220K +1,909 +33%
KWM
568
Kingsview Wealth Management
Oregon
$883K -$80.7K -702 -8%
CP
569
Covenant Partners
Tennessee
$875K +$7.59K +66 +0.9%
MA
570
Montag & Associates
Georgia
$871K
KP
571
Keel Point
Alabama
$868K -$21.6K -188 -2%
MG
572
Mather Group
Illinois
$867K -$352K -3,061 -29%
AIM
573
Anchor Investment Management
South Carolina
$866K -$8.63K -75 -1%
MIC
574
Means Investment Company
Maine
$863K
HI
575
Harbour Investments
Wisconsin
$862K -$575 -5 -0.1%