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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 %
FMWA
901
Forvis Mazars Wealth Advisors
Missouri
$320K -$3.34K -29 -1%
EIM
902
Essex Investment Management
Massachusetts
$319K -$97.8K -850 -23%
JSW
903
Journey Strategic Wealth
New Jersey
$319K +$3.11K +27 +1%
LCGC
904
Legacy Capital Group California
California
$318K +$3.45K +30 +1%
ACGA
905
Atlanta Consulting Group Advisors
Georgia
$317K +$317K +2,754 New
JC
906
Jacobs & Co
California
$316K
GWANC
907
Guardian Wealth Advisors (North Carolina)
North Carolina
$314K
NG
908
Northstar Group
New York
$314K
KMWM
909
Keudell/Morrison Wealth Management
Oregon
$313K -$8.51K -74 -3%
CHA
910
Carmichael Hill & Associates
Maryland
$312K -$24.4K -212 -7%
PTC
911
Philadelphia Trust Company
Pennsylvania
$312K
KFA
912
Kapstone Financial Advisors
Ohio
$312K
EWA
913
EverSource Wealth Advisors
Alabama
$311K +$6.9K +60 +2%
QCIG
914
Quad-Cities Investment Group
Iowa
$311K -$50.7K -441 -14%
CMS
915
Capital Market Strategies
Florida
$311K
BGAI
916
Bruce G. Allen Investments
Colorado
$310K +$19.6K +170 +7%
OAM
917
Occidental Asset Management
California
$309K +$23K +200 +8%
FTIS
918
First Trust Investment Solutions
Florida
$309K +$309K +2,688 New
AA
919
Argent Advisors
Louisiana
$307K -$77.1K -670 -20%
APF
920
Alaska Permanent Fund
Alaska
$307K
EWM
921
Elmwood Wealth Management
California
$306K
CWM
922
Cornerstone Wealth Management
Missouri
$306K +$16.7K +145 +6%
RC
923
Roundview Capital
New Jersey
$306K
CIA
924
Compass Ion Advisors
Pennsylvania
$306K -$5.41K -47 -2%
CBTWT
925
Community Bank & Trust (Waco, Texas)
Texas
$305K -$2.3K -20 -0.7%