NVS icon

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 %
SAA
926
Southeast Asset Advisors
Georgia
$260K
TFS
927
Thoroughbred Financial Services
Tennessee
$259K -$164K -1,695 -39%
OWA
928
Opal Wealth Advisors
New York
$257K +$193 +2 +0.1%
CPRC
929
Consolidated Portfolio Review Corp
New York
$256K +$4.84K +50 +2%
APF
930
Alaska Permanent Fund
Alaska
$256K +$256K +2,643 New
CC
931
Chicago Capital
Illinois
$255K
RCA
932
Resonant Capital Advisors
Wisconsin
$255K +$255K +2,534 New
SSWM
933
Sheets Smith Wealth Management
North Carolina
$254K +$16.9K +175 +7%
MFG
934
Magnus Financial Group
New York
$253K -$2.61K -27 -1%
FMWA
935
Forvis Mazars Wealth Advisors
Missouri
$253K -$113K -1,171 -31%
ACP
936
Aveo Capital Partners
Colorado
$252K +$8.17K +84 +3%
MWA
937
Meridian Wealth Advisors
Texas
$252K
WAAG
938
Wealth Alliance Advisory Group
Kansas
$251K
PWP
939
Private Wealth Partners
California
$251K +$5.42K +56 +2%
AGC
940
Aspen Grove Capital
Colorado
$249K +$2.88K +29 +1%
FFA
941
Founders Financial Alliance
North Carolina
$249K +$249K +2,573 New
Toronto Dominion Bank
942
Toronto Dominion Bank
Ontario, Canada
$249K
GWM
943
GSB Wealth Management
Connecticut
$248K
LCGC
944
Legacy Capital Group California
California
$247K +$2.52K +26 +1%
KAM
945
Knightsbridge Asset Management
California
$247K
NCM
946
Northside Capital Management
Oregon
$246K
MIM
947
Merrion Investment Management
New Jersey
$245K
CWP
948
Concord Wealth Partners
Virginia
$244K +$55.7K +576 +30%
PFSC
949
Peoples Financial Services Corp
Pennsylvania
$242K -$21.7K -224 -8%
OAM
950
Occidental Asset Management
California
$242K +$967 +10 +0.4%