NVS icon

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 %
CCM
676
Canal Capital Management
Virginia
$603K +$6.44K +56 +1%
SPC
677
Sigma Planning Corp
Michigan
$602K -$33.1K -288 -5%
GI
678
Gradient Investments
Minnesota
$600K -$11.4K -99 -2%
STA
679
Summit Trail Advisors
New York
$595K -$43.2K -376 -7%
ATIA
680
American Trust Investment Advisors
New Hampshire
$595K +$13.2K +115 +2%
CWM
681
Cordatus Wealth Management
Pennsylvania
$594K
FAT
682
First American Trust
California
$588K -$18.1K -157 -3%
DT
683
Diversified Trust
Tennessee
$586K +$26.3K +229 +5%
CAL
684
Capital Analysts LLC
Pennsylvania
$585K +$64.8K +563 +12%
AIM
685
Alhambra Investment Management
Florida
$579K
JWA
686
JFS Wealth Advisors
Pennsylvania
$577K +$351K +3,054 +156%
MIA
687
MMBG Investment Advisors
Florida
$575K
PCS
688
Personal CFO Solutions
New Jersey
$575K -$138K -1,200 -19%
NCM
689
Northwest Capital Management
Oregon
$575K
FIA
690
FNY Investment Advisers
New York
$575K +$575K +5,000 New
AWM
691
Ariadne Wealth Management
California
$575K +$575K +5,367 New
VBCG
692
Valley Brook Capital Group
Pennsylvania
$570K
SI
693
Seeds Investor
New York
$570K +$83.7K +728 +17%
GCM
694
Gallacher Capital Management
Colorado
$568K -$5.18K -45 -0.9%
MSFP
695
Mark Sheptoff Financial Planning
Connecticut
$565K
NSAM
696
North Star Asset Management
Wisconsin
$561K -$8.63K -75 -2%
FTA
697
Financial & Tax Architects
Missouri
$557K +$15.6K +136 +3%
JIC
698
Joel Isaacson & Co
New York
$556K -$2.88K -25 -0.5%
CWM
699
Circle Wealth Management
New Jersey
$555K -$46.6K -405 -8%
PTC
700
Private Trust Company
Ohio
$555K +$40.8K +355 +8%