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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 %
BHWM
1126
Beaird Harris Wealth Management
Texas
$81K +$59.7K +519 +281%
WTA
1127
Washington Trust Advisors
Massachusetts
$80.4K
CFG
1128
CKW Financial Group
Hawaii
$80K -$11.4K -100 -13%
SS
1129
Sunbelt Securities
Texas
$74.9K
IAS
1130
IMA Advisory Services
Colorado
$73.6K +$73.6K +640 New
HDIM
1131
Hanson & Doremus Investment Management
Vermont
$72K -$13.2K -115 -16%
CIA
1132
Cape Investment Advisory
Georgia
$71K +$32.6K +283 +85%
Walleye Trading
1133
Walleye Trading
New York
$70.9K -$87.1K -757 -55%
TSMHT
1134
Thurston Springer Miller Herd & Titak
Indiana
$70.3K +$2.76K +24 +4%
CAS
1135
Coppell Advisory Solutions
Texas
$69.8K +$21.2K +183 +43%
FFC
1136
First Financial Corp
Indiana
$69.8K -$1.73K -15 -2%
PFA
1137
Pathway Financial Advisers
Indiana
$68.3K -$115 -1 -0.2%
GFPC
1138
Global Financial Private Client
Florida
$66.9K +$37.3K +324 +126%
MTIC
1139
Missouri Trust & Investment Company
Missouri
$66.5K
W
1140
WealthCollab
Washington
$63.1K -$9.55K -83 -13%
CB
1141
Centennial Bank
Arkansas
$62.7K
SWM
1142
Sugarloaf Wealth Management
Georgia
$62.5K
OIA
1143
Optimum Investment Advisors
Illinois
$61K
PCTC
1144
Perkins Coie Trust Company
Washington
$60.8K
PK
1145
Pflug Koory
Nebraska
$60.4K +$60.4K +525 New
Nisa Investment Advisors
1146
Nisa Investment Advisors
Missouri
$60K
DF
1147
Dunhill Financial
United Kingdom
$58.3K
HWA
1148
HHM Wealth Advisors
Tennessee
$57.7K -$5.52K -48 -9%
PWA
1149
Provenance Wealth Advisors
Florida
$57.5K
CTA
1150
Colonial Trust Advisors
South Carolina
$57.5K