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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 %
SFWA
876
Summit Financial Wealth Advisors
Louisiana
$294K +$294K +3,038 New
WA1
877
Wimmer Associates 1
California
$293K
CIA
878
Concurrent Investment Advisors
Florida
$293K +$293K +3,024 New
V
879
ViaWealth
Kansas
$292K
EH
880
Equitable Holdings
New York
$291K -$15K -155 -5%
ACC
881
Acorn Creek Capital
Colorado
$291K -$7.74K -80 -3%
OL
882
Optas LLC
Texas
$291K -$13.3K -138 -4%
TW
883
TritonPoint Wealth
Maryland
$290K -$97K -720 -25%
SEP
884
Southland Equity Partners
Missouri
$290K +$3.1K +32 +1%
HWMG
885
Hurlow Wealth Management Group
Indiana
$288K +$967 +10 +0.3%
TF
886
Tompkins Financial
New York
$288K +$64.1K +663 +29%
WAM
887
Weatherly Asset Management
California
$287K -$2.51K -25 -0.9%
AIP
888
Almanack Investment Partners
Pennsylvania
$287K +$6.77K +70 +2%
MBT
889
Montecito Bank & Trust
California
$286K -$17.4K -180 -6%
GLA
890
Great Lakes Advisors
Illinois
$286K +$25.1K +259 +10%
HIP
891
HUB Investment Partners
Texas
$285K +$285K +2,946 New
DWM
892
Dorchester Wealth Management
Quebec, Canada
$285K
CCFCSB
893
Cape Cod Five Cents Savings Bank
Massachusetts
$284K -$10.8K -112 -4%
CHA
894
Carmichael Hill & Associates
Maryland
$283K
KMWM
895
Keudell/Morrison Wealth Management
Oregon
$282K -$23.3K -241 -8%
PWG
896
Portside Wealth Group
Utah
$281K +$16.1K +166 +6%
RFO
897
RiverGlades Family Offices
Florida
$281K
LG
898
LaFleur & Godfrey
Michigan
$280K -$57.9K -599 -17%
TI
899
Tidal Investments
Wisconsin
$279K +$279K +2,885 New
HNWAG
900
High Net Worth Advisory Group
Florida
$278K