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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 %
MCM
1001
Mattern Capital Management
Colorado
$214K
DCBT
1002
Dakota Community Bank & Trust
North Dakota
$214K +$9.19K +95 +4%
HFRG
1003
Houlihan Financial Resource Group
Virginia
$213K
CBT
1004
CoreFirst Bank & Trust
Kansas
$213K -$12K -124 -5%
WDG
1005
Wealth Dimensions Group
Ohio
$212K
BTI
1006
Blue Trust Inc
Georgia
$211K -$36.8K -381 -15%
WPW
1007
Watershed Private Wealth
Illinois
$210K -$22.7K -235 -10%
VCWA
1008
Vanguard Capital Wealth Advisors
Colorado
$209K -$19.3K -200 -8%
DAS
1009
Diversify Advisory Services
Utah
$208K +$208K +2,170 New
NP
1010
NorthRock Partners
Minnesota
$208K +$6.38K +66 +3%
FMI
1011
F/M Investments
District of Columbia
$208K +$9.67K +100 +5%
ERWM
1012
Elk River Wealth Management
Colorado
$207K
MWM
1013
Mosley Wealth Management
California
$206K -$8.03K -83 -4%
CIAS
1014
CFS Investment Advisory Services
New Jersey
$206K -$2.42K -25 -1%
PWA
1015
Physician Wealth Advisors
Utah
$205K +$6.52K +70 +3%
BIA
1016
Barry Investment Advisors
Massachusetts
$204K +$387 +4 +0.2%
EL
1017
EWA LLC
Pennsylvania
$204K +$204K +1,996 New
RMDI
1018
R.M. Davis Inc
Maine
$203K -$24.2K -250 -11%
BTW
1019
Boston Trust Walden
Massachusetts
$203K
CWS
1020
Cypress Wealth Services
California
$202K +$202K +2,084 New
Koshinski Asset Management
1021
Koshinski Asset Management
Illinois
$201K -$43.7K -452 -18%
HBW
1022
Hazlett, Burt & Watson
West Virginia
$199K
EWA
1023
EverSource Wealth Advisors
Alabama
$196K +$9.52K +98 +5%
USB
1024
Union Savings Bank
Connecticut
$193K
IBOK
1025
Independence Bank of Kentucky
Kentucky
$190K +$33.5K +346 +21%