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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 %
JWA
1026
JFS Wealth Advisors
Pennsylvania
$188K -$10.6K -110 -5%
HIA
1027
Harbor Investment Advisory
Maryland
$178K +$1.06K +11 +0.6%
PPC
1028
Park Place Capital
Alabama
$162K -$75.9K -785 -32%
CB
1029
Community Bank
New York
$157K
JWM
1030
Janiczek Wealth Management
Colorado
$154K +$17.9K +183 +13%
HWA
1031
Heritage Wealth Advisors
Virginia
$146K
DZ Bank
1032
DZ Bank
Germany
$145K
GIA
1033
GHP Investment Advisors
Colorado
$145K
AT
1034
Avalon Trust
New Mexico
$145K
IA
1035
IFP Advisors
Florida
$144K -$100K -1,035 -41%
AWM
1036
AllSquare Wealth Management
New York
$143K
PSB
1037
Piscataqua Savings Bank
New Hampshire
$141K +$2.9K +30 +2%
HBT
1038
Hills Bank & Trust
Iowa
$140K -$1.16K -12 -0.8%
KFS
1039
Kelly Financial Services
Massachusetts
$136K
NSIM
1040
North Star Investment Management
Illinois
$134K
FCA
1041
FinTrust Capital Advisors
South Carolina
$133K -$31.9K -330 -19%
MHR
1042
Matthew Hamilton Rosenberg
$127K -$96 -1 -0.1%
RAM
1043
Ramirez Asset Management
New York
$126K +$126K +1,300 New
CA
1044
Crewe Advisors
Utah
$123K +$123K +1,275 New
AAP
1045
Arax Advisory Partners
Colorado
$122K +$484 +5 +0.4%
MMG
1046
Monetary Management Group
Missouri
$122K
LWANC
1047
Laurel Wealth Advisors (North Carolina)
North Carolina
$121K
GWSG
1048
GPS Wealth Strategies Group
Colorado
$119K
FP
1049
Financial Perspectives
Minnesota
$116K -$3.19K -33 -3%
TC
1050
Tacita Capital
Ontario, Canada
$116K