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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 %
BJL
701
Brighton Jones LLC
Washington
$474K +$24.3K +251 +5%
BB
702
Berkshire Bank
Massachusetts
$473K +$38.9K +402 +9%
MFIM
703
Mesirow Financial Investment Management
Illinois
$466K +$92.8K +959 +25%
GCM
704
Gallacher Capital Management
Colorado
$465K +$60.7K +628 +15%
PL
705
Plancorp LLC
Missouri
$464K +$1.55K +16 +0.3%
IAS
706
Insigneo Advisory Services
Florida
$464K +$21.9K +226 +5%
STA
707
Summit Trail Advisors
New York
$462K +$27.5K +274 +6%
GCM
708
Genus Capital Management
British Columbia, Canada
$461K +$461K +4,771 New
FAFN
709
First Affirmative Financial Network
Colorado
$460K -$21.1K -218 -4%
Allspring Global Investments
710
Allspring Global Investments
North Carolina
$460K +$419K +4,333 +1,029%
CA
711
Cullinan Associates
Kentucky
$455K +$9.67K +100 +2%
FA
712
FDx Advisors
Illinois
$454K -$1.13M -11,675 -71%
SP
713
Stablepoint Partners
Massachusetts
$453K +$38.5K +398 +9%
WG
714
Wealth Group
North Carolina
$452K +$452K +4,676 New
JIC
715
Joel Isaacson & Co
New York
$452K +$196K +2,025 +77%
CF
716
Centaurus Financial
California
$448K +$85.4K +884 +24%
RPC
717
Rossmore Private Capital
Connecticut
$448K +$25.7K +266 +6%
WKWM
718
Walter & Keenan Wealth Management
Indiana
$447K
RCG
719
Regatta Capital Group
California
$445K +$22.5K +233 +5%
BMSSC
720
B. Metzler seel. Sohn & Co
Germany
$442K -$201K -2,082 -31%
ACA
721
Aptus Capital Advisors
Alabama
$441K +$60.1K +621 +16%
WB
722
WesBanco Bank
West Virginia
$440K +$63.1K +652 +17%
GRP
723
Global Retirement Partners
California
$438K -$89.2K -922 -17%
CIA
724
Capital Investment Advisors
Georgia
$437K +$2.71K +28 +0.6%
SWS
725
SYSTM Wealth Solutions
Illinois
$436K -$144K -1,466 -25%