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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 %
SAM
751
S.A. Mason
Michigan
$465K
AIA
752
Alera Investment Advisors
Illinois
$463K +$25.6K +223 +6%
SMA
753
Seven Mile Advisory
New Jersey
$463K +$32.3K +281 +8%
TFS
754
Thoroughbred Financial Services
Tennessee
$458K -$83.7K -729 -15%
FCH
755
Freestone Capital Holdings
Washington
$455K -$9.2K -80 -2%
VC
756
Veracity Capital
Georgia
$455K +$82.4K +716 +22%
LC
757
Lindbrook Capital
California
$452K +$1.27K +11 +0.3%
TLCM
758
Twin Lakes Capital Management
California
$449K
AF
759
Allworth Financial
California
$449K +$9.89K +86 +2%
IIM
760
InTrack Investment Management
Vermont
$449K
PWPS
761
Pinnacle Wealth Planning Services
Ohio
$444K -$176K -1,534 -28%
ESB
762
Essex Savings Bank
Connecticut
$444K +$138K +1,200 +45%
DOA
763
D'Orazio & Associates
Virginia
$444K +$8.05K +70 +2%
BTWM
764
Baker Tilly Wealth Management
Wisconsin
$444K +$25.9K +225 +6%
FFG
765
Fiduciary Financial Group
California
$443K +$13.4K +118 +3%
AMIM
766
Aull & Monroe Investment Management
Alabama
$442K
Belvedere Trading
767
Belvedere Trading
Illinois
$439K +$152K +1,319 +53%
OL
768
Optas LLC
Texas
$438K +$25.4K +221 +6%
BMO
769
Beck Mack & Oliver
New York
$437K
CF
770
Convergence Financial
Missouri
$436K -$171K -1,489 -28%
SF
771
Summit Financial
New Jersey
$436K +$39K +339 +10%
HBWM
772
Hollow Brook Wealth Management
New York
$436K
RTC
773
Riverview Trust Company
Washington
$433K
VAM
774
Verity Asset Management
North Carolina
$431K -$4.72K -41 -1%
GL
775
Graypoint LLC
New York
$430K -$2.07K -18 -0.5%