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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 %
TFA
726
Tranquilli Financial Advisor
New Jersey
$501K -$3.22K -28 -0.6%
BAM
727
Belpointe Asset Management
Nevada
$497K -$132K -1,152 -21%
GFG
728
Goldstone Financial Group
Illinois
$496K +$55.2K +480 +13%
CT
729
Chicago Trust
Illinois
$495K +$41.5K +361 +9%
IP
730
Intellectus Partners
California
$490K -$9.32K -81 -2%
LI
731
LRI Investments
Florida
$490K +$265K +2,566 +118%
PWP
732
Principle Wealth Partners
Connecticut
$488K
Legal & General Group
733
Legal & General Group
United Kingdom
$488K +$14.1K +123 +3%
CIA
734
Capital Investment Advisors
Georgia
$486K -$47.5K -413 -9%
BB
735
Berkshire Bank
Massachusetts
$486K -$22.2K -193 -4%
HSG
736
Helen Stephens Group
Texas
$486K
LRIA
737
Leonard Rickey Investment Advisors
Washington
$484K -$4.03K -35 -0.8%
SQA
738
Simon Quick Advisors
New Jersey
$482K +$482K +4,190 New
CPBTD
739
Central Pacific Bank - Trust Division
Hawaii
$477K -$5.75K -50 -1%
WKWM
740
Walter & Keenan Wealth Management
Indiana
$477K
PWAM
741
Pinnacle West Asset Management
Wyoming
$475K +$3.45K +30 +0.7%
YIA
742
YHB Investment Advisors
Connecticut
$474K
PCA
743
Prosperity Capital Advisors
Ohio
$471K -$162K -1,410 -26%
ANBT
744
American National Bank & Trust
Texas
$471K
NL
745
NWAM LLC
Washington
$468K +$468K +4,069 New
WB
746
WesBanco Bank
West Virginia
$468K -$3.45K -30 -0.7%
PWMAG
747
Pinnacle Wealth Management Advisory Group
New Jersey
$467K -$11.5K -100 -2%
MWM
748
Meridian Wealth Management
Kentucky
$466K +$83.5K +726 +22%
IC
749
Iconiq Capital
California
$466K +$466K +4,054 New
CFMC
750
Curbstone Financial Management Corp
New Hampshire
$465K