NVS icon

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 %
FFA
1151
Fairfield Financial Advisors
Massachusetts
$55.9K
HGERS
1152
Householder Group Estate & Retirement Specialist
Arizona
$55K -$12.6K -110 -19%
RBC
1153
Roble Belko & Company
Pennsylvania
$54K
CFD
1154
Creative Financial Designs
Indiana
$54K +$6.45K +56 +14%
BCA
1155
Bray Capital Advisors
Florida
$53.7K
CSWM
1156
Cassady Schiller Wealth Management
Ohio
$51.1K
FMP
1157
Financial Management Professionals
Texas
$49K +$10.1K +88 +26%
PWMG
1158
Prestige Wealth Management Group
New Jersey
$48.9K
MCM
1159
Manchester Capital Management
Vermont
$47.7K
HNB
1160
Hilltop National Bank
Wyoming
$46K
AGWCA
1161
Annis Gardner Whiting Capital Advisors
Florida
$43.6K
ME
1162
McIlrath & Eck
Washington
$43.1K
WB
1163
Webster Bank
Connecticut
$43.1K
CYG
1164
Clean Yield Group
Vermont
$43K +$43K +374 New
SC
1165
Solstein Capital
California
$42.8K
BWL
1166
Bogart Wealth LLC
Virginia
$42.7K
POIA
1167
Pin Oak Investment Advisors
Texas
$42K -$9.11K -80 -18%
EWP
1168
Elevation Wealth Partners
California
$40.3K
GSEP
1169
Golden State Equity Partners
California
$39.6K +$39.6K +344 New
LIP
1170
Liontrust Investment Partners
United Kingdom
$39.1K
SFO
1171
Standard Family Office
South Dakota
$38.6K
BCMLT
1172
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.5K +$3.57K +31 +10%
AF
1173
Advisornet Financial
Minnesota
$37.6K
FFO
1174
Fortitude Family Office
Arizona
$36.8K +$30.7K +267 +504%
ADL
1175
Asset Dedication LLC
California
$34.9K