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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 %
Russell Investments Group
726
Russell Investments Group
United Kingdom
$435K +$97.1K +1,004 +29%
LJAC
727
L.J. Altfest & Co
New York
$433K -$678 -7 -0.2%
SIA
728
Strategic Investment Advisors
Michigan
$432K +$10.5K +109 +3%
MSA
729
Marino Stram & Associates
Massachusetts
$432K
WT
730
Washington Trust
Rhode Island
$431K
SIA
731
Sit Investment Associates
Minnesota
$430K
BFC
732
Bedel Financial Consulting
Indiana
$430K
MWM
733
Mittelman Wealth Management
Massachusetts
$429K +$429K +4,440 New
VCM
734
Violich Capital Management
California
$427K +$15.7K +162 +4%
BGC
735
Beutel, Goodman & Co
Ontario, Canada
$426K +$3.87K +40 +0.9%
TFA
736
Tranquilli Financial Advisor
New Jersey
$425K -$31.7K -328 -7%
FCH
737
Freestone Capital Holdings
Washington
$424K -$15.6K -161 -4%
AMIM
738
Aull & Monroe Investment Management
Alabama
$420K
WA
739
Waverly Advisors
Alabama
$420K +$139K +1,433 +49%
CHAM
740
Clear Harbor Asset Management
Connecticut
$418K -$91.8K -949 -18%
CAL
741
Capital Analysts LLC
Pennsylvania
$416K
MC
742
Maverick Capital
Texas
$415K +$415K +4,291 New
TSS
743
Two Sigma Securities
New York
$414K -$186K -1,919 -31%
PWP
744
Principle Wealth Partners
Connecticut
$411K
HSG
745
Helen Stephens Group
Texas
$408K -$1.55K -16 -0.4%
BMO
746
Beck Mack & Oliver
New York
$406K
PFBT
747
Parkside Financial Bank & Trust
Missouri
$403K -$121K -1,246 -23%
PWMAG
748
Pinnacle Wealth Management Advisory Group
New Jersey
$403K -$54.2K -560 -12%
CPBTD
749
Central Pacific Bank - Trust Division
Hawaii
$403K +$403K +4,200 New
H
750
HoyleCohen
California
$401K +$22.2K +229 +6%