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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 %
FNB
901
Farmers National Bank
Kentucky
$277K -$33.9K -350 -11%
GTAM
902
Global Trust Asset Management
Florida
$276K -$1.45K -15 -0.5%
BGAI
903
Bruce G. Allen Investments
Colorado
$272K +$4.74K +49 +2%
AWM
904
Axxcess Wealth Management
California
$272K +$1.93K +20 +0.7%
WPW
905
Waldron Private Wealth
Pennsylvania
$272K +$58.1K +601 +27%
HPC
906
HM Payson & Co
Maine
$271K
ATPW
907
Ashton Thomas Private Wealth
Arizona
$271K -$15.5K -160 -5%
NPF
908
Norris Perne & French
Michigan
$271K -$54.7K -566 -17%
AIIMS
909
Analyst IMS Investment Management Services
Israel
$269K +$27.2K +281 +11%
BA
910
Bristlecone Advisors
Washington
$266K
JC
911
Jacobs & Co
California
$266K -$21.8K -225 -8%
CW
912
Connectus Wealth
Ohio
$266K -$844K -8,399 -76%
FFS
913
Founders Financial Securities
Maryland
$265K +$30.8K +318 +13%
GWANC
914
Guardian Wealth Advisors (North Carolina)
North Carolina
$264K
NG
915
Northstar Group
New York
$264K
PTC
916
Philadelphia Trust Company
Pennsylvania
$263K
MSFS
917
Main Street Financial Solutions
Pennsylvania
$263K +$4.26K +44 +2%
KA
918
Klingman & Associates
New York
$263K
AQR Capital Management
919
AQR Capital Management
Connecticut
$262K +$262K +2,712 New
SAM
920
Smartleaf Asset Management
Massachusetts
$262K +$1.53K +16 +0.6%
CIA
921
Compass Ion Advisors
Pennsylvania
$262K
NERM
922
New England Research & Management
Illinois
$261K
CBTWT
923
Community Bank & Trust (Waco, Texas)
Texas
$261K
KFA
924
Kapstone Financial Advisors
Ohio
$261K
RC
925
Roundview Capital
New Jersey
$261K -$22.2K -230 -8%