NVS icon

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 %
OWA
951
Opal Wealth Advisors
New York
$282K -$22.7K -197 -7%
LKIM
952
Lawson Kroeker Investment Management
Nebraska
$281K
PP
953
Pacifica Partners
Canada
$281K
NPF
954
Norris Perne & French
Michigan
$280K
CIAS
955
CFS Investment Advisory Services
New Jersey
$277K +$34.9K +304 +14%
AWM
956
Aprio Wealth Management
Georgia
$276K +$276K +2,402 New
GLA
957
Good Life Advisors
Pennsylvania
$274K -$805 -7 -0.3%
SW
958
Simplicity Wealth
New Jersey
$273K -$6.81M -59,192 -96%
ACM
959
Argyle Capital Management
Pennsylvania
$273K
GIA
960
Gateway Investment Advisers
Ohio
$273K
FCA
961
FLC Capital Advisors
California
$272K +$11.5K +100 +4%
WPP
962
Whalerock Point Partners
Rhode Island
$272K
MKA
963
M. Kulyk & Associates
Georgia
$271K +$3.22K +28 +1%
PFSC
964
Peoples Financial Services Corp
Pennsylvania
$271K -$4.6K -40 -2%
BBA
965
Braun-Bostich & Associates
Pennsylvania
$271K +$17K +148 +7%
ClearBridge Investments
966
ClearBridge Investments
New York
$270K
IAN
967
Integrated Advisors Network
Texas
$270K +$270K +2,349 New
RWMG
968
Redwood Wealth Management Group
New Jersey
$270K
KCM
969
Kendall Capital Management
Maryland
$270K
SIC
970
Shoker Investment Counsel
Ohio
$269K
KCFA
971
Key Client Fiduciary Advisors
New Jersey
$268K -$2.88K -25 -1%
MW
972
Maia Wealth
Colorado
$268K +$268K +2,368 New
PAM
973
Paradigm Asset Management
New York
$268K -$11.5K -100 -4%
OC
974
Oakworth Capital
Alabama
$267K -$100K -871 -27%
GM
975
GeoWealth Management
Illinois
$266K -$212K -1,843 -44%