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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 %
BWM
676
BKM Wealth Management
Wisconsin
$512K +$458K +4,732 +838%
IP
677
Ignite Planners
California
$511K -$97.3K -1,015 -16%
CFG
678
Carr Financial Group
Massachusetts
$508K
CWM
679
Circle Wealth Management
New Jersey
$506K +$32.6K +337 +7%
M
680
MOTCO
Texas
$503K +$57.5K +594 +13%
ATIA
681
American Trust Investment Advisors
New Hampshire
$503K -$3.39K -35 -0.7%
MWA
682
Monograph Wealth Advisors
California
$502K +$502K +5,000 New
CCM
683
Canal Capital Management
Virginia
$501K
HCM
684
Hall Capital Management
Rhode Island
$501K +$14.1K +146 +3%
CWM
685
Cordatus Wealth Management
Pennsylvania
$500K +$25K +258 +5%
NCM
686
Northwest Capital Management
Oregon
$498K
PFP
687
Pinnacle Financial Partners
Tennessee
$494K -$15.2K -157 -3%
PTC
688
Private Trust Company
Ohio
$494K +$1.16K +12 +0.2%
DT
689
Diversified Trust
Tennessee
$489K +$9.58K +99 +2%
AIM
690
Alhambra Investment Management
Florida
$487K
MIA
691
MMBG Investment Advisors
Florida
$484K -$47.4K -490 -9%
VBCG
692
Valley Brook Capital Group
Pennsylvania
$482K
GI
693
Gradient Investments
Minnesota
$482K -$59.2K -612 -11%
FPWM
694
FSB Premier Wealth Management
Iowa
$481K +$86.8K +897 +22%
WPC
695
Wedmont Private Capital
Pennsylvania
$481K +$766 +8 +0.2%
Legal & General Group
696
Legal & General Group
United Kingdom
$479K +$479K +4,956 New
NSAM
697
North Star Asset Management
Wisconsin
$479K
GG
698
Greenwood Gearhart
Arkansas
$478K
MSFP
699
Mark Sheptoff Financial Planning
Connecticut
$476K -$9.67K -100 -2%
IP
700
Intellectus Partners
California
$475K