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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 %
WC
826
Woodstock Corp
Massachusetts
$332K
B
827
Bailard
California
$331K +$331K +3,426 New
ESB
828
Essex Savings Bank
Connecticut
$331K
SI
829
Seeds Investor
New York
$330K +$330K +3,408 New
KCM
830
Kanawha Capital Management
Virginia
$329K +$6.29K +65 +2%
GDP
831
Great Diamond Partners
Maine
$329K +$97 +1 +0%
IWA
832
Icon Wealth Advisors
Texas
$329K -$22.2K -229 -6%
IIM
833
InTrack Investment Management
Vermont
$329K -$29K -300 -8%
RHAM
834
Round Hill Asset Management
California
$328K
RFG
835
RFP Financial Group
Georgia
$327K +$20K +207 +7%
SMA
836
Sage Mountain Advisors
Georgia
$327K +$114K +1,179 +53%
GFS
837
GYL Financial Synergies
Connecticut
$325K +$967 +10 +0.3%
ICG
838
InterOcean Capital Group
Tennessee
$325K
PSFG
839
Prairie Sky Financial Group
Illinois
$324K
AA
840
Argent Advisors
Louisiana
$323K +$43.5K +450 +16%
SSWM
841
Smith Salley Wealth Management
North Carolina
$322K +$9.48K +98 +3%
GI
842
GAMMA Investing
California
$320K -$15K -155 -4%
MRCM
843
M&R Capital Management
New Jersey
$320K -$38.7K -400 -11%
APWM
844
Argonautica Private Wealth Management
Massachusetts
$319K -$34.2K -354 -10%
SW
845
StrongBox Wealth
Missouri
$318K +$15.2K +157 +5%
EFSCE
846
Enterprise Financial Services Corp (EFSC)
Missouri
$316K -$5.03K -52 -2%
GFG
847
Goldstone Financial Group
Illinois
$316K +$97.2K +1,005 +45%
BFW
848
Brady Family Wealth
Missouri
$315K
FLI
849
Family Legacy Inc
South Carolina
$314K
BCM
850
Beddow Capital Management
Wyoming
$313K -$96.6K -1,000 -24%