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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 %
SI
601
Stephens Inc
Arkansas
$673K +$7.84K +81 +1%
Belvedere Trading
602
Belvedere Trading
Illinois
$661K -$767K -7,934 -54%
OWG
603
Oxford Wealth Group
Florida
$658K +$658K +6,800 New
CCM
604
Coldstream Capital Management
Washington
$648K +$29.7K +307 +5%
HT
605
Headlands Technologies
Illinois
$647K +$647K +6,687 New
SIC
606
Salem Investment Counselors
North Carolina
$647K -$1.01K -10 -0.2%
PBK
607
Peoples Bank (Kansas)
Kansas
$646K -$28.1K -290 -4%
GIA
608
Gladstone Institutional Advisory
Florida
$646K -$118K -1,215 -15%
OIA
609
OneDigital Investment Advisors
Kansas
$645K -$120K -1,238 -16%
1832 Asset Management
610
1832 Asset Management
Ontario, Canada
$638K -$291K -3,004 -31%
DWM
611
Dakota Wealth Management
Florida
$637K -$166K -1,718 -21%
CAG
612
Csenge Advisory Group
Florida
$634K -$132K -1,365 -17%
HWMA
613
Heritage Wealth Management (Arizona)
Arizona
$633K
NRS
614
Neville Rodie & Shaw
New York
$624K
RFC
615
Regions Financial Corp
Alabama
$621K +$1.26K +13 +0.2%
PSP
616
Principal Street Partners
Tennessee
$621K +$418K +4,091 +206%
CG
617
CFO4Life Group
Texas
$620K -$58.9K -609 -9%
AIA
618
Alera Investment Advisors
Illinois
$620K +$620K +6,405 New
MAA
619
Mraz Amerine & Associates
California
$619K -$3.19K -33 -0.5%
JCM
620
Jacobi Capital Management
Pennsylvania
$618K -$51.8K -535 -8%
BFEC
621
Benjamin F. Edwards & Company
Missouri
$612K -$7.84K -81 -1%
JWCA
622
J.W. Cole Advisors
Florida
$611K +$44.9K +464 +8%
JWM
623
Jeppson Wealth Management
California
$611K -$6.19K -64 -1%
RWA
624
Redhawk Wealth Advisors
Minnesota
$606K +$79.5K +822 +15%
EFS
625
Essex Financial Services
Connecticut
$604K -$15.4K -159 -2%