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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 %
HWMG
876
Hurlow Wealth Management Group
Indiana
$341K
ATPW
877
Ashton Thomas Private Wealth
Arizona
$341K +$40.7K +354 +14%
PCMN
878
Paradigm Capital Management (Nevada)
Nevada
$339K +$339K +2,945 New
FTWA
879
Fifth Third Wealth Advisors
Ohio
$339K +$52.2K +454 +18%
IBOK
880
Independence Bank of Kentucky
Kentucky
$339K +$109K +948 +47%
FPAS
881
Focus Partners Advisor Solutions
Missouri
$337K +$82.7K +719 +32%
BGC
882
Beutel, Goodman & Co
Ontario, Canada
$336K -$170K -1,480 -34%
TF
883
Tompkins Financial
New York
$335K
AIA
884
Armor Investment Advisors
North Carolina
$331K -$16.2K -141 -5%
HNWAG
885
High Net Worth Advisory Group
Florida
$330K
VC
886
Vicus Capital
Pennsylvania
$330K -$5.64K -49 -2%
WAM
887
Weatherly Asset Management
California
$329K
BB
888
Busey Bank
Illinois
$328K -$99K -861 -23%
EFSCE
889
Enterprise Financial Services Corp (EFSC)
Missouri
$328K -$6.9K -60 -2%
GTAM
890
Global Trust Asset Management
Florida
$328K
DWM
891
Dorchester Wealth Management
Quebec, Canada
$327K
CC
892
Chicago Capital
Illinois
$326K +$21.9K +190 +7%
FFS
893
Founders Financial Securities
Maryland
$324K -$1.38K -12 -0.4%
AWM
894
Axxcess Wealth Management
California
$324K -$1.96K -17 -0.6%
AL
895
Aspiriant LLC
California
$323K +$29.2K +254 +10%
AP
896
Adero Partners
California
$323K +$101K +874 +45%
RFO
897
RiverGlades Family Offices
Florida
$322K
WAAG
898
Wealth Alliance Advisory Group
Kansas
$322K
AA
899
Addison Advisors
Vermont
$320K +$13.9K +121 +5%
AIIMS
900
Analyst IMS Investment Management Services
Israel
$320K