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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 %
RWMG
976
Redwood Wealth Management Group
New Jersey
$228K -$967 -10 -0.4%
ClearBridge Investments
977
ClearBridge Investments
New York
$227K -$23.7K -245 -9%
EL
978
Essex LLC
Illinois
$227K
PMA
979
Prudent Man Advisors
Illinois
$226K -$47.5K -491 -17%
BFA
980
Buttonwood Financial Advisors
Maryland
$225K -$43K -445 -16%
KCFA
981
Key Client Fiduciary Advisors
New Jersey
$225K
BFC
982
Blue Fin Capital
Rhode Island
$224K -$97 -1 -0%
CAM
983
Cozad Asset Management
Illinois
$224K -$10.1K -104 -4%
AA
984
Addison Advisors
Vermont
$224K +$2.13K +22 +1%
OFS
985
OneAscent Financial Services
Alabama
$223K +$4.16K +43 +2%
9WM
986
9258 Wealth Management
Ohio
$223K -$967 -10 -0.4%
CIC
987
Chilton Investment Company
Connecticut
$222K
PJSIMP
988
P.J. Schmidt Investment Management (PJS)
Wisconsin
$222K
WPP
989
Whalerock Point Partners
Rhode Island
$222K -$9.67K -100 -4%
FCA
990
FLC Capital Advisors
California
$219K -$21.3K -220 -9%
FSA
991
Financial Security Advisor
Virginia
$219K
BMMM
992
Boston Mountain Money Management
Arkansas
$218K +$218K +2,256 New
ACM
993
Allred Capital Management
Texas
$218K -$36.3K -375 -14%
RWA
994
River Wealth Advisors
Pennsylvania
$217K -$73.9K -764 -25%
FCBT
995
First Citizens Bank & Trust
North Carolina
$217K +$217K +2,243 New
GF
996
Gimbal Financial
Indiana
$217K
TWP
997
Tyche Wealth Partners
Texas
$216K +$9.67K +100 +5%
HWM
998
Horizon Wealth Management
Illinois
$214K -$7.64K -79 -3%
AP
999
Appleton Partners
Massachusetts
$214K -$28.9K -299 -12%
DFG
1000
Delta Financial Group
New Jersey
$214K +$4.25K +44 +2%