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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 %
HBWM
776
Hollow Brook Wealth Management
New York
$366K
LC
777
Lindbrook Capital
California
$365K +$5.03K +52 +1%
TRCT
778
Tower Research Capital (TRC)
New York
$365K -$272K -2,814 -43%
RTC
779
Riverview Trust Company
Washington
$364K
DOA
780
D'Orazio & Associates
Virginia
$364K +$13.1K +135 +4%
MSAM
781
Moloney Securities Asset Management
Missouri
$364K +$39.2K +405 +12%
ANBT
782
American National Bank & Trust
Texas
$362K +$126K +1,298 +53%
IFWM
783
Institute for Wealth Management
Colorado
$361K -$23.6K -244 -6%
AF
784
Allworth Financial
California
$361K -$4.84K -50 -1%
FPFS
785
First Personal Financial Services
North Carolina
$360K
NDSI
786
Newman Dignan & Sheerar Inc
Rhode Island
$358K
PB
787
Pinnacle Bancorp
Nebraska
$358K +$5.42K +56 +2%
IAA
788
Independent Advisor Alliance
North Carolina
$357K -$87.8K -908 -20%
CTC
789
Cetera Trust Company
Minnesota
$357K -$19.3K -200 -5%
PFWA
790
Paces Ferry Wealth Advisors
Georgia
$356K -$25.3K -262 -7%
BCA
791
Bay Colony Advisors
Massachusetts
$356K +$36.5K +377 +11%
HIC
792
Hartline Investment Corp
Illinois
$356K +$356K +3,685 New
NL
793
NWAM LLC
Washington
$356K -$63.7K -645 -15%
SF
794
Summit Financial
New Jersey
$356K -$149K -1,487 -30%
S
795
Sachetta
Massachusetts
$356K
SMA
796
Seven Mile Advisory
New Jersey
$355K +$5.32K +55 +2%
RCM
797
RNC Capital Management
California
$355K -$13.6K -141 -4%
FAM
798
Formidable Asset Management
Ohio
$355K +$29K +300 +9%
SVWAG
799
Sound View Wealth Advisors Group
Georgia
$354K
SFG
800
Summit Financial Group
West Virginia
$353K