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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 %
CIAS
851
Capital Investment Advisory Services
North Carolina
$312K -$6K -62 -2%
AHL
852
Abel Hall LLC
Louisiana
$310K +$8.9K +92 +3%
SFS
853
Stiles Financial Services
Minnesota
$310K +$48.4K +500 +18%
VC
854
Vicus Capital
Pennsylvania
$308K +$5.03K +52 +2%
HCA
855
Heck Capital Advisors
Wisconsin
$307K -$3.87K -40 -1%
UCB
856
United Community Bank
South Carolina
$306K +$133K +1,351 +77%
WANY
857
Wealthspire Advisors (New York)
New York
$305K -$8.44K -87 -3%
CT
858
Colonial Trust
South Carolina
$304K +$1.94K +20 +0.6%
QCIG
859
Quad-Cities Investment Group
Iowa
$304K
AL
860
Aspiriant LLC
California
$304K
KFI
861
Key Financial Inc
Pennsylvania
$304K
HI
862
Hendershot Investments
Virginia
$303K -$7.26K -75 -2%
AFCM
863
Applied Finance Capital Management
Puerto Rico
$303K
WCF
864
West Coast Financial
California
$303K +$193 +2 +0.1%
PCA
865
Peddock Capital Advisors
Massachusetts
$302K
LCM
866
LCM Capital Management
Illinois
$301K +$1.55K +16 +0.5%
CNBT
867
Canandaigua National Bank & Trust
New York
$301K -$45.2K -467 -13%
TW
868
Traveka Wealth
California
$300K +$20K +207 +7%
CP
869
Canopy Partners
Ohio
$300K +$29.3K +303 +11%
ECG
870
Edge Capital Group
Georgia
$298K +$20K +207 +7%
AA
871
Ancora Advisors
Ohio
$297K
BC
872
Belmont Capital
California
$296K
PWP
873
Pursue Wealth Partners
California
$295K
WHC
874
Wulff, Hansen & Co
California
$295K -$14K -145 -5%
SL
875
Sentry LLC
Tennessee
$295K