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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 %
ACA
1076
Atlas Capital Advisors
Wyoming
$70.8K -$473K -4,892 -87%
MTIC
1077
Missouri Trust & Investment Company
Missouri
$70.4K
CSWM
1078
Cassady Schiller Wealth Management
Ohio
$64.6K -$20.1K -208 -24%
LIP
1079
Liontrust Investment Partners
United Kingdom
$63.5K -$170K -1,760 -73%
CB
1080
Centennial Bank
Arkansas
$63.1K -$12.4K -128 -16%
W
1081
WealthCollab
Washington
$61.1K -$2.42K -25 -4%
FFC
1082
First Financial Corp
Indiana
$60.2K +$774 +8 +1%
SOW
1083
State of Wyoming
Wyoming
$58K +$58K +600 New
PFA
1084
Pathway Financial Advisers
Indiana
$56.6K -$6.1K -63 -10%
RFA
1085
Register Financial Advisors
Georgia
$56.2K +$56.2K +581 New
JFGIW
1086
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56.2K +$10.1K +100 +22%
FRA
1087
Front Row Advisors
California
$54.6K +$54.6K +564 New
PK
1088
Pflug Koory
Nebraska
$53.2K
CHC
1089
City Holding Co
West Virginia
$52.7K -$1.74K -18 -3%
EC
1090
EntryPoint Capital
New York
$52.4K -$44.3K -458 -46%
SWM
1091
Sugarloaf Wealth Management
Georgia
$52.4K
OIA
1092
Optimum Investment Advisors
Illinois
$51.3K
PCTC
1093
Perkins Coie Trust Company
Washington
$51.2K
CTA
1094
Colonial Trust Advisors
South Carolina
$48.6K +$193 +2 +0.4%
HCM
1095
Highlander Capital Management
New Jersey
$48.4K -$14.5K -150 -23%
PWA
1096
Provenance Wealth Advisors
Florida
$48.4K -$5.32K -55 -10%
DF
1097
Dunhill Financial
United Kingdom
$48.2K
HGERS
1098
Householder Group Estate & Retirement Specialist
Arizona
$47.4K +$28.2K +292 +147%
NIC
1099
Northwest Investment Counselors
Oregon
$46.9K +$46.9K +485 New
BCA
1100
Bray Capital Advisors
Florida
$45.2K