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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 %
BB
751
Busey Bank
Illinois
$400K +$20.6K +213 +5%
SEC
752
Seven Eight Capital
New York
$400K +$400K +4,138 New
YIA
753
YHB Investment Advisors
Connecticut
$399K
PWAM
754
Pinnacle West Asset Management
Wyoming
$397K +$1.94K +20 +0.5%
GWMR
755
GC Wealth Management RIA
Massachusetts
$395K +$85.8K +887 +28%
GM
756
GeoWealth Management
Illinois
$391K +$142K +1,465 +57%
SAM
757
S.A. Mason
Michigan
$391K -$19.3K -200 -5%
BHWM
758
Bar Harbor Wealth Management
New Hampshire
$389K +$48.7K +503 +14%
MA
759
Mezzasalma Advisors
New Jersey
$389K +$389K +4,017 New
SRC
760
Shufro Rose & Co
New York
$387K
HWAM
761
Hennion & Walsh Asset Management
New Jersey
$386K +$11.4K +118 +3%
GWA
762
GGM Wealth Advisors
Maryland
$386K -$287K -3,000 -43%
ACM
763
Ategra Capital Management
Virginia
$380K
EWA
764
Encompass Wealth Advisors
Oregon
$380K +$380K +3,932 New
TLCM
765
Twin Lakes Capital Management
California
$378K
DBRC
766
D.B. Root & Company
Pennsylvania
$377K -$14.8K -153 -4%
VAM
767
Verity Asset Management
North Carolina
$376K +$5.8K +60 +2%
Tudor Investment Corp
768
Tudor Investment Corp
Connecticut
$375K +$375K +3,875 New
CIA
769
Cohen Investment Advisors
New Hampshire
$374K -$66.6K -688 -15%
PCM
770
Pointe Capital Management
Michigan
$372K -$34K -352 -8%
MWM
771
Mattern Wealth Management
Kansas
$371K
DDC
772
DF Dent & Co
Maryland
$370K +$2.13K +22 +0.6%
VPI
773
Value Partners Investments
Manitoba, Canada
$369K +$22.6K +234 +7%
OC
774
Oakworth Capital
Alabama
$368K -$580 -6 -0.2%
CCG
775
Cypress Capital Group
Florida
$367K -$10.2K -105 -3%