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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 %
MSS
826
Mitchell Sinkler & Starr
Pennsylvania
$387K +$69K +600 +22%
PWP
827
Pursue Wealth Partners
California
$386K
PSFG
828
Prairie Sky Financial Group
Illinois
$385K
KCM
829
Kanawha Capital Management
Virginia
$384K -$7.48K -65 -2%
MGIA
830
Moneta Group Investment Advisors
Missouri
$384K +$351K +3,048 +1,051%
HI
831
Hendershot Investments
Virginia
$383K +$23K +200 +6%
MWM
832
Mattern Wealth Management
Kansas
$382K -$8.51K -74 -2%
TNB
833
Thomasville National Bank
Georgia
$382K -$62.6K -544 -14%
APWM
834
Argonautica Private Wealth Management
Massachusetts
$382K +$1.61K +14 +0.4%
RSWM
835
Robertson Stephens Wealth Management
California
$381K -$16.1K -140 -4%
WC
836
Woodstock Corp
Massachusetts
$379K +$1.61K +14 +0.4%
FAM
837
Formidable Asset Management
Ohio
$376K -$57.7K -502 -13%
BFW
838
Brady Family Wealth
Missouri
$375K
LCM
839
LCM Capital Management
Illinois
$374K +$6.1K +53 +2%
SFS
840
Stiles Financial Services
Minnesota
$374K
WANY
841
Wealthspire Advisors (New York)
New York
$374K +$15.2K +132 +4%
FLI
842
Family Legacy Inc
South Carolina
$374K
BCM
843
Beddow Capital Management
Wyoming
$373K
DA
844
Dillon & Associates
Michigan
$372K -$209K -1,815 -36%
CH
845
Cromwell Holdings
Wyoming
$370K
IWM
846
IHT Wealth Management
Illinois
$369K +$114K +996 +45%
V
847
ViaWealth
Kansas
$368K
GWA
848
GGM Wealth Advisors
Maryland
$367K -$2.42K -21 -0.7%
HPC
849
HM Payson & Co
Maine
$364K +$41.2K +358 +13%
CIAS
850
Capital Investment Advisory Services
North Carolina
$361K -$8.51K -74 -2%