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Novartis

1,303 hedge funds and large institutions have $15.2B invested in Novartis in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 413 increasing their positions, 476 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,303
Holders Change
+3
Holders Change %
+0.23%
% of All Funds
18.85%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
100
Increased
413
Reduced
476
Closed
80
Calls
$171M
Puts
$294M
Net Calls
-$123M
Net Calls Change
-$96.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GBT
1101
Grove Bank & Trust
Florida
$141K +$38.2K +332 +37%
TC
1102
Tacita Capital
Ontario, Canada
$138K
EWM
1103
Evermay Wealth Management
Virginia
$135K
PS
1104
Planned Solutions
California
$132K +$132K +1,145 New
SOW
1105
State of Wyoming
Wyoming
$130K +$59.8K +520 +85%
Simplex Trading
1106
Simplex Trading
Illinois
$128K +$128K +1,113 New
CFGS
1107
Concourse Financial Group Securities
Alabama
$125K -$15.1K -131 -11%
GEA
1108
Glen Eagle Advisors
New Jersey
$120K
BL
1109
BFSG LLC
California
$115K -$1.38K -12 -1%
OP
1110
ORG Partners
Indiana
$115K +$17.3K +150 +18%
DSC
1111
Duncker Streett & Co
Missouri
$114K
AAP
1112
Arax Advisory Partners
Colorado
$113K -$37.3K -324 -25%
LWANC
1113
Laurel Wealth Advisors (North Carolina)
North Carolina
$112K -$31.6K -275 -22%
CNBTD
1114
Citizens National Bank Trust Department
Mississippi
$106K
CFS
1115
CGC Financial Services
Oregon
$100K
CSB
1116
City State Bank
Iowa
$98.3K
CA
1117
Continuum Advisory
Idaho
$95.7K -$11.3K -109 -11%
HC
1118
Hoese & Co
Minnesota
$94.9K
ST
1119
Smithfield Trust
Pennsylvania
$94K
EDRH
1120
Edmond de Rothschild Holding
Switzerland
$92K
CA
1121
Crewe Advisors
Utah
$89.1K
KWAG
1122
Kiely Wealth Advisory Group
North Carolina
$87.3K
ACA
1123
Atlas Capital Advisors
Wyoming
$84.2K -$437K -3,800 -84%
ZB
1124
Zions Bancorporation
Utah
$81.5K -$21K -183 -21%
AA
1125
AlphaMark Advisors
Kentucky
$81K -$30.7K -265 -27%