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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 %
EGA
651
E&G Advisors
Texas
$551K -$5.8K -60 -1%
CB
652
Cadence Bank
Mississippi
$550K -$30K -310 -5%
PAMG
653
Patton Albertson Miller Group
Tennessee
$550K -$8.03K -83 -1%
NP
654
Nilsine Partners
Colorado
$549K -$21.9K -226 -4%
GL
655
Graypoint LLC
New York
$548K -$3.97K -41 -0.7%
AWM
656
AE Wealth Management
Kansas
$548K -$1.52M -15,681 -73%
VWM
657
Venturi Wealth Management
Texas
$540K -$1.26K -13 -0.2%
OBGC
658
O'Brien Greene & Co
Pennsylvania
$539K
FOA
659
Five Oceans Advisors
California
$536K
RFG
660
Range Financial Group
Oregon
$534K +$534K +5,523 New
PWPS
661
Pinnacle Wealth Planning Services
Ohio
$533K +$14.2K +147 +3%
CSPAM
662
Cary Street Partners Asset Management
Virginia
$533K
DJSG
663
D.J. St. Germain
Massachusetts
$531K
FAT
664
First American Trust
California
$531K +$19.5K +202 +4%
1WM
665
1900 Wealth Management
Texas
$530K -$148K -1,535 -22%
AWM
666
Allen Wealth Management
North Carolina
$530K -$972K -10,047 -65%
CFP
667
Cascade Financial Partners
California
$527K +$527K +5,638 New
MLA
668
MB, Levis & Associates
Pennsylvania
$523K
BTWM
669
Baker Tilly Wealth Management
Wisconsin
$523K -$7.84K -81 -1%
SC
670
Savant Capital
Illinois
$523K -$203K -2,096 -28%
PCS
671
Personal CFO Solutions
New Jersey
$519K +$26.8K +277 +5%
SCP
672
Sivia Capital Partners
California
$517K +$5.42K +56 +1%
FCCM
673
First City Capital Management
Georgia
$516K -$6K -62 -1%
DA
674
Dillon & Associates
Michigan
$516K -$19.4K -200 -4%
FWM
675
Forza Wealth Management
Florida
$515K