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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 %
JCM
601
Jacobi Capital Management
Pennsylvania
$798K +$51K +443 +7%
GRP
602
Global Retirement Partners
California
$789K +$45.3K +394 +6%
LF
603
Lantz Financial
Illinois
$789K -$22.9K -199 -3%
KB
604
Kimelman & Baird
New York
$788K -$5.75K -50 -0.7%
KFC
605
Klingenstein Fields & Co
New York
$782K
CW
606
CreativeOne Wealth
Kansas
$779K +$779K +6,772 New
KIG
607
Kennedy Investment Group
New Jersey
$776K
VFA
608
Valeo Financial Advisors
Indiana
$771K
AG
609
Ascent Group
Virginia
$770K +$31.6K +275 +4%
LOIM
610
Liberty One Investment Management
Illinois
$762K -$37K -322 -5%
HFM
611
Hartford Funds Management
Pennsylvania
$760K +$14.5K +126 +2%
PBK
612
Peoples Bank (Kansas)
Kansas
$752K -$4.03K -35 -0.5%
RCM
613
Radnor Capital Management
Pennsylvania
$751K +$69.1K +600 +10%
DWM
614
Dakota Wealth Management
Florida
$749K +$7.82K +68 +1%
FB
615
Fulton Bank
Pennsylvania
$747K +$30.7K +267 +4%
NRS
616
Neville Rodie & Shaw
New York
$743K
SI
617
Stephens Inc
Arkansas
$738K -$73.8K -642 -9%
SIC
618
Salem Investment Counselors
North Carolina
$732K
1832 Asset Management
619
1832 Asset Management
Ontario, Canada
$731K +$23K +200 +3%
JWM
620
Jeppson Wealth Management
California
$731K
CGL
621
Clarius Group LLC
Washington
$727K -$165K -1,434 -18%
RCAG
622
Rehmann Capital Advisory Group
Michigan
$726K -$59.6K -518 -8%
JWCA
623
J.W. Cole Advisors
Florida
$726K +$29.6K +257 +4%
VH
624
Visionary Horizons
Tennessee
$720K -$4.6K -40 -0.6%
CG
625
CFO4Life Group
Texas
$718K +$104K +908 +17%