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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 %
SW
926
SteelPeak Wealth
California
$305K +$59.9K +521 +24%
MFG
927
Magnus Financial Group
New York
$304K
KA
928
Klingman & Associates
New York
$303K +$1.5K +13 +0.5%
PTP
929
Platform Technology Partners
New York
$302K -$6.21K -54 -2%
SAA
930
Southeast Asset Advisors
Georgia
$301K
MWA
931
Meridian Wealth Advisors
Texas
$299K
CPRC
932
Consolidated Portfolio Review Corp
New York
$299K
FFA
933
Founders Financial Alliance
North Carolina
$296K
SWM
934
Spire Wealth Management
Virginia
$296K -$20.7K -180 -7%
ES
935
Eagle Strategies
New York
$296K
HCM
936
Hutner Capital Management
Vermont
$296K +$74.4K +647 +34%
GWM
937
GSB Wealth Management
Connecticut
$295K
BP
938
BBR Partners
New York
$295K
AEPWM
939
Atlantic Edge Private Wealth Management
Florida
$294K +$8.63K +75 +3%
NCM
940
Northside Capital Management
Oregon
$293K
MWM
941
Mosley Wealth Management
California
$293K +$33.6K +290 +13%
MIM
942
Merrion Investment Management
New Jersey
$292K
RCA
943
Resonant Capital Advisors
Wisconsin
$289K +$1.04K +9 +0.4%
IPW
944
Intergy Private Wealth
Colorado
$287K +$31.7K +276 +12%
MBT
945
Montecito Bank & Trust
California
$285K +$13.9K +121 +5%
X
946
Xponance
Pennsylvania
$284K +$31.9K +277 +13%
LFA
947
Laraway Financial Advisors
Minnesota
$284K
AIA
948
Angeles Investment Advisors
California
$283K
EL
949
Essex LLC
Illinois
$282K
SSWM
950
Sheets Smith Wealth Management
North Carolina
$282K