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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 %
CWM
951
Cornerstone Wealth Management
Missouri
$242K
JSW
952
Journey Strategic Wealth
New Jersey
$241K +$241K +2,496 New
NRC
953
New Republic Capital
North Carolina
$241K +$7.16K +74 +3%
MLL
954
Moody Lynn & Lieberson
Massachusetts
$241K
LWM
955
Liberty Wealth Management
California
$239K -$34.1K -353 -12%
Mitsubishi UFJ Asset Management
956
Mitsubishi UFJ Asset Management
Japan
$239K -$10.9K -113 -4%
LFA
957
Laraway Financial Advisors
Minnesota
$239K
AWA
958
Arkadios Wealth Advisors
Georgia
$237K +$8.42K +87 +4%
CWM
959
Connecticut Wealth Management
Connecticut
$237K -$7.26K -75 -3%
PAM
960
Paradigm Asset Management
New York
$235K
KCM
961
Kendall Capital Management
Maryland
$234K +$4.93K +51 +2%
AEPWM
962
Atlantic Edge Private Wealth Management
Florida
$234K
PP
963
Pacifica Partners
Canada
$233K
IF
964
Intrua Financial
Texas
$233K -$677 -7 -0.3%
SIC
965
Shoker Investment Counsel
Ohio
$232K
LKIM
966
Lawson Kroeker Investment Management
Nebraska
$232K
SC
967
Sapient Capital
Indiana
$232K -$38.2K -380 -14%
IWM
968
IHT Wealth Management
Illinois
$231K +$5.13K +53 +2%
PCP
969
Proficio Capital Partners
Massachusetts
$231K -$1.64K -17 -0.7%
DDPIC
970
Deroy & Devereaux Private Investment Counsel
Michigan
$230K
HSA
971
HBK Sorce Advisory
Pennsylvania
$230K -$6K -62 -3%
ACM
972
Argyle Capital Management
Pennsylvania
$230K
GWM
973
Gitterman Wealth Management
New Jersey
$230K -$162K -1,674 -41%
GIA
974
Gateway Investment Advisers
Ohio
$230K +$230K +2,373 New
GLA
975
Good Life Advisors
Pennsylvania
$229K +$1.93K +20 +0.9%