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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 %
EWM
1051
Evermay Wealth Management
Virginia
$114K +$9.67K +100 +9%
FPB
1052
First PREMIER Bank
South Dakota
$105K
CA
1053
Continuum Advisory
Idaho
$105K -$629K -6,278 -86%
DSC
1054
Duncker Streett & Co
Missouri
$103K
SAG
1055
Spotlight Asset Group
Illinois
$102K +$5.22K +54 +5%
GEA
1056
Glen Eagle Advisors
New Jersey
$101K +$4.84K +50 +5%
BL
1057
BFSG LLC
California
$96.9K +$3.87K +40 +4%
ZB
1058
Zions Bancorporation
Utah
$95.9K -$6.38K -66 -6%
FDCP
1059
Foster Dykema Cabot & Partners
Massachusetts
$94K +$94K +936 New
AA
1060
AlphaMark Advisors
Kentucky
$93K +$25.5K +265 +38%
CNBTD
1061
Citizens National Bank Trust Department
Mississippi
$89.5K
GBT
1062
Grove Bank & Trust
Florida
$88K +$1.45K +15 +2%
SS
1063
Sunbelt Securities
Texas
$87.1K -$9.67K -100 -10%
BLC
1064
Brown, Lisle/Cummings
Rhode Island
$85.9K
CFS
1065
CGC Financial Services
Oregon
$84.3K
HC
1066
Hoese & Co
Minnesota
$83.3K
CSB
1067
City State Bank
Iowa
$83K
KWAG
1068
Kiely Wealth Advisory Group
North Carolina
$81.3K
OP
1069
ORG Partners
Indiana
$81.2K +$81.2K +847 New
ST
1070
Smithfield Trust
Pennsylvania
$80K +$1.25K +13 +2%
HWA
1071
HHM Wealth Advisors
Tennessee
$79.2K -$46.3K -479 -37%
EDRH
1072
Edmond de Rothschild Holding
Switzerland
$77.4K
CFG
1073
CKW Financial Group
Hawaii
$77K
HDIM
1074
Hanson & Doremus Investment Management
Vermont
$72K
OCM
1075
Orion Capital Management
California
$70.9K