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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 %
CW
626
CreativeOne Wealth
Kansas
$604K +$604K +6,239 New
SC
627
Schulhoff & Co
Ohio
$600K +$14.8K +153 +3%
OC
628
Oarsman Capital
Wisconsin
$598K -$12.4K -128 -2%
KFSC
629
Keystone Financial Services (Colorado)
Colorado
$590K -$290 -3 -0%
TWC
630
TD Waterhouse Canada
Ontario, Canada
$590K +$493 +5 +0.1%
VH
631
Visionary Horizons
Tennessee
$590K -$24.8K -265 -4%
AG
632
Ascent Group
Virginia
$587K -$18.3K -189 -3%
CS
633
Cannell & Spears
New York
$583K +$583K +6,027 New
PFM
634
Privium Fund Management
Netherlands
$580K -$385K -3,980 -40%
CK
635
Cohen Klingenstein
New York
$580K
MTC
636
McDaniel Terry & Co
Texas
$579K -$535K -5,527 -48%
MMPW
637
Mitchell McLeod Pugh & Williams
Alabama
$576K
CWP
638
Cyndeo Wealth Partners
Florida
$575K -$2.13K -22 -0.4%
Lazard Asset Management
639
Lazard Asset Management
New York
$574K -$46.8K -485 -8%
RCM
640
Radnor Capital Management
Pennsylvania
$573K -$29K -300 -5%
NAM
641
NTV Asset Management
West Virginia
$573K -$53.2K -550 -8%
SPC
642
Sigma Planning Corp
Michigan
$572K +$343K +3,546 +150%
JWS
643
Juncture Wealth Strategies
Arizona
$571K -$28.8K -298 -5%
CFO
644
CVA Family Office
Colorado
$570K
CIG
645
Cullen Investment Group
Louisiana
$562K +$3.12K +33 +0.6%
PI
646
PFG Investments
New York
$562K +$562K +5,811 New
HAG
647
HF Advisory Group
Maryland
$561K +$105K +1,087 +23%
PM
648
Penbrook Management
New York
$557K
HFM
649
Hartford Funds Management
Pennsylvania
$553K +$65K +672 +13%
HWM
650
HB Wealth Management
Georgia
$551K +$127K +1,317 +30%