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Novartis

1,300 hedge funds and large institutions have $14.7B invested in Novartis in 2024 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 424 increasing their positions, 485 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,300
Holders Change
+53
Holders Change %
+4.25%
% of All Funds
18.91%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
132
Increased
424
Reduced
485
Closed
63
Calls
$219M
Puts
$246M
Net Calls
-$26.9M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CH
851
Cromwell Holdings
Wyoming
$342K +$342K +3,213 New
GWA
852
GGM Wealth Advisors
Maryland
$342K -$86.8K -815 -20%
V
853
ViaWealth
Kansas
$341K +$19.7K +185 +6%
LCM
854
LCM Capital Management
Illinois
$341K +$9.16K +86 +3%
OC
855
Oakworth Capital
Alabama
$340K -$65.2K -612 -16%
IWA
856
Icon Wealth Advisors
Texas
$339K -$39.8K -357 -10%
PI
857
PFG Investments
New York
$338K -$281K -2,635 -45%
KAM
858
Knightsbridge Asset Management
California
$336K +$75.9K +713 +29%
QCIG
859
Quad-Cities Investment Group
Iowa
$335K
KFI
860
Key Financial Inc
Pennsylvania
$334K
AA
861
Ancora Advisors
Ohio
$334K +$7.24K +68 +2%
HIP
862
HUB Investment Partners
Texas
$334K +$20.3K +191 +6%
HI
863
Hendershot Investments
Virginia
$333K
PCA
864
Peddock Capital Advisors
Massachusetts
$333K
WANY
865
Wealthspire Advisors (New York)
New York
$332K -$2.88K -27 -0.9%
CP
866
Canopy Partners
Ohio
$331K +$1.6K +15 +0.5%
ECG
867
Edge Capital Group
Georgia
$328K
WCF
868
West Coast Financial
California
$328K -$4.68K -44 -1%
HIIFS
869
Harel Insurance Investments & Financial Services
Israel
$327K +$327K +3,069 New
WA1
870
Wimmer Associates 1
California
$326K +$3.73K +35 +1%
CT
871
Colonial Trust
South Carolina
$326K -$8.94K -84 -3%
BC
872
Belmont Capital
California
$326K
WHC
873
Wulff, Hansen & Co
California
$324K -$532 -5 -0.2%
SL
874
Sentry LLC
Tennessee
$324K
SFWA
875
Summit Financial Wealth Advisors
Louisiana
$323K