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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 %
NRG
1101
Nemes Rush Group
Michigan
$45.1K
RBC
1102
Roble Belko & Company
Pennsylvania
$45K
PWMG
1103
Prestige Wealth Management Group
New Jersey
$43.1K -$19.3K -190 -31%
TSWM
1104
Tyler-Stone Wealth Management
Ohio
$40.6K
MCM
1105
Manchester Capital Management
Vermont
$40.1K -$97 -1 -0.2%
FUBT
1106
First United Bank & Trust
Maryland
$40K
CFD
1107
Creative Financial Designs
Indiana
$39.6K -$4.07K -42 -9%
RG
1108
Retirement Group
California
$38.7K +$14.1K +146 +57%
HNB
1109
Hilltop National Bank
Wyoming
$38.7K +$38.7K +400 New
DI
1110
DAGCO Inc
Ohio
$38.7K +$38.7K +400 New
AGWCA
1111
Annis Gardner Whiting Capital Advisors
Florida
$38.1K -$503 -5 -1%
WB
1112
Webster Bank
Connecticut
$36.3K
ME
1113
McIlrath & Eck
Washington
$36.3K
SC
1114
Solstein Capital
California
$36K
BWL
1115
Bogart Wealth LLC
Virginia
$35.9K -$2.23K -23 -6%
CA
1116
CoreCap Advisors
Michigan
$35.8K +$35.8K +370 New
BCMLT
1117
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.2K +$20.5K +212 +149%
Barclays
1118
Barclays
United Kingdom
$34K +$2.83K +29 +9%
CIA
1119
Cape Investment Advisory
Georgia
$33.9K -$2.61K -27 -7%
EWP
1120
Elevation Wealth Partners
California
$33.9K
WTA
1121
Washington Trust Advisors
Massachusetts
$33.8K
FMP
1122
Financial Management Professionals
Texas
$33K +$1.07K +11 +3%
SFO
1123
Standard Family Office
South Dakota
$32.5K +$32.5K +336 New
AF
1124
Advisornet Financial
Minnesota
$31.5K -$2.13K -22 -6%
ADL
1125
Asset Dedication LLC
California
$30K