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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 %
WAAG
901
Wealth Alliance Advisory Group
Kansas
$298K +$21.3K +200 +8%
APF
902
Alaska Permanent Fund
Alaska
$298K +$3.34K +30 +1%
KMWM
903
Keudell/Morrison Wealth Management
Oregon
$297K -$13.4K -126 -4%
MSS
904
Mitchell Sinkler & Starr
Pennsylvania
$296K +$296K +2,765 New
SEP
905
Southland Equity Partners
Missouri
$296K -$23.1K -217 -7%
AIIMS
906
Analyst IMS Investment Management Services
Israel
$296K
EWA
907
EverSource Wealth Advisors
Alabama
$295K +$70.7K +634 +31%
NRC
908
New Republic Capital
North Carolina
$295K +$29.5K +277 +11%
WAP
909
Wealthcare Advisory Partners
Pennsylvania
$293K +$293K +2,756 New
BA
910
Bristlecone Advisors
Washington
$293K
SWM
911
Spire Wealth Management
Virginia
$293K -$88.5K -831 -23%
JSW
912
Journey Strategic Wealth
New Jersey
$293K +$26.8K +252 +10%
JC
913
Jacobs & Co
California
$292K
GWANC
914
Guardian Wealth Advisors (North Carolina)
North Carolina
$291K
LCGC
915
Legacy Capital Group California
California
$291K +$18.6K +175 +7%
NG
916
Northstar Group
New York
$291K
MSFS
917
Main Street Financial Solutions
Pennsylvania
$289K
PTC
918
Philadelphia Trust Company
Pennsylvania
$289K
CMS
919
Capital Market Strategies
Florida
$287K +$287K +2,700 New
KFA
920
Kapstone Financial Advisors
Ohio
$287K
DAS
921
Diversify Advisory Services
Utah
$286K +$50.9K +470 +22%
PTP
922
Platform Technology Partners
New York
$286K +$286K +2,683 New
CBTWT
923
Community Bank & Trust (Waco, Texas)
Texas
$284K -$2.66K -25 -0.9%
ESB
924
Essex Savings Bank
Connecticut
$284K -$65K -611 -19%
SAG
925
SageView Advisory Group
California
$283K -$461K -4,334 -62%