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Novartis

1,300 hedge funds and large institutions have $14.7B invested in Novartis in 2024 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 424 increasing their positions, 485 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,300
Holders Change
+53
Holders Change %
+4.25%
% of All Funds
18.91%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
132
Increased
424
Reduced
485
Closed
63
Calls
$219M
Puts
$246M
Net Calls
-$26.9M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MFIM
726
Mesirow Financial Investment Management
Illinois
$474K -$39K -366 -8%
BFC
727
Bedel Financial Consulting
Indiana
$473K
MWM
728
Mittelman Wealth Management
Massachusetts
$473K
MSA
729
Marino Stram & Associates
Massachusetts
$470K -$5.22K -49 -1%
BB
730
Berkshire Bank
Massachusetts
$470K -$50K -470 -10%
LJAC
731
L.J. Altfest & Co
New York
$470K -$5.85K -55 -1%
VCM
732
Violich Capital Management
California
$470K
AFCM
733
Applied Finance Capital Management
Puerto Rico
$469K +$136K +1,278 +41%
BGC
734
Beutel, Goodman & Co
Ontario, Canada
$468K
TFA
735
Tranquilli Financial Advisor
New Jersey
$467K -$1.07K -10 -0.2%
CC
736
Centiva Capital
New York
$464K -$611K -5,743 -57%
IP
737
Intellectus Partners
California
$462K -$40.9K -384 -8%
TSS
738
Two Sigma Securities
New York
$462K +$6.92K +65 +2%
CHAM
739
Clear Harbor Asset Management
Connecticut
$460K
RFG
740
Range Financial Group
Oregon
$459K -$128K -1,207 -22%
PWP
741
Principle Wealth Partners
Connecticut
$452K
LRIA
742
Leonard Rickey Investment Advisors
Washington
$451K +$70.5K +662 +19%
SI
743
Seeds Investor
New York
$450K +$87.6K +823 +24%
HSG
744
Helen Stephens Group
Texas
$449K
CPBTD
745
Central Pacific Bank - Trust Division
Hawaii
$447K
PWMAG
746
Pinnacle Wealth Management Advisory Group
New Jersey
$443K
GM
747
GeoWealth Management
Illinois
$442K +$12.1K +114 +3%
WKWM
748
Walter & Keenan Wealth Management
Indiana
$442K -$50.5K -474 -10%
Legal & General Group
749
Legal & General Group
United Kingdom
$439K -$88.6K -832 -17%
YIA
750
YHB Investment Advisors
Connecticut
$439K