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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 %
AIA
801
Angeles Investment Advisors
California
$353K +$59.6K +616 +20%
FHA
802
Flagship Harbor Advisors
Massachusetts
$351K +$17.6K +182 +5%
EIM
803
Essex Investment Management
Massachusetts
$351K
HCP
804
Hexagon Capital Partners
Arkansas
$349K -$23.3K -241 -6%
CCM
805
Crew Capital Management
Ohio
$348K +$43.4K +449 +14%
SWM
806
Spire Wealth Management
Virginia
$347K -$16.7K -173 -5%
TNB
807
Thomasville National Bank
Georgia
$346K -$7.45K -77 -2%
LRIA
808
Leonard Rickey Investment Advisors
Washington
$346K +$68.6K +709 +25%
CDH
809
Charles D. Hyman
$344K
AIA
810
Armor Investment Advisors
North Carolina
$343K -$452K -4,676 -57%
FTA
811
Financial & Tax Architects
Missouri
$343K +$78.3K +809 +30%
RSWM
812
Robertson Stephens Wealth Management
California
$342K -$17.1K -170 -5%
KP
813
Keel Point
Alabama
$340K +$84K +868 +33%
CCA
814
Cravens & Co Advisors
Tennessee
$339K
FPAS
815
Focus Partners Advisor Solutions
Missouri
$339K +$339K +3,502 New
FFA
816
First Foundation Advisors
California
$339K -$11.6K -120 -3%
RRA
817
Round Rock Advisors
Connecticut
$339K
LA
818
Latitude Advisors
Florida
$338K +$52.9K +547 +19%
AWM
819
Angeles Wealth Management
California
$338K +$1.35K +14 +0.4%
WA
820
Wealth Alliance
New York
$338K +$6.96K +72 +2%
VC
821
Veracity Capital
Georgia
$335K +$4.93K +51 +1%
TYCC
822
Texas Yale Capital Corp
Florida
$335K
GT
823
Glenview Trust
Kentucky
$334K +$7.55K +78 +2%
KWMG
824
King Wealth Management Group
Florida
$334K
CFGS
825
Concourse Financial Group Securities
Alabama
$332K -$1.81K -18 -0.5%