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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 %
BFPW
1201
BOK Financial Private Wealth
Colorado
$23.1K
FUBT
1202
First United Bank & Trust
Maryland
$23K -$3.45K -30 -13%
WBC
1203
West Branch Capital
Massachusetts
$23K
OLVIG
1204
Oliver Lagore Vanvalin Investment Group
Michigan
$23K
TC
1205
Trust Company
Kansas
$23K
CAM
1206
Close Asset Management
United Kingdom
$23K
CWC
1207
Carolinas Wealth Consulting
North Carolina
$22.8K -$2.88K -25 -11%
CTB
1208
Country Trust Bank
Illinois
$22.3K
TCM
1209
Tradewinds Capital Management
Washington
$21.9K +$4.6K +40 +27%
WOC
1210
West Oak Capital
California
$21.5K +$351 +305 +2%
EBA
1211
Eagle Bay Advisors
New York
$21.2K
QPBE
1212
Quintet Private Bank (Europe)
Luxembourg
$20.8K +$2.76K +24 +15%
BIA
1213
Bell Investment Advisors
California
$19.8K
AIC
1214
Archer Investment Corporation
Indiana
$19.7K +$9.78K +85 +99%
DWM
1215
Darwin Wealth Management
Florida
$19.4K +$19.4K +169 New
AFS
1216
Annapolis Financial Services
Maryland
$18.5K
PPC
1217
Park Place Capital
Alabama
$17.5K -$73.8K -642 -81%
Ninety One (UK)
1218
Ninety One (UK)
United Kingdom
$16.9K
JIP
1219
Jaffetilchin Investment Partners
Florida
$16.7K +$16.7K +145 New
AF
1220
Arrow Financial
New York
$16.3K
HWP
1221
Highline Wealth Partners
California
$16K +$2.99K +26 +23%
CHC
1222
City Holding Co
West Virginia
$15.5K
GJIA
1223
Glass Jacobson Investment Advisors
Maryland
$15.4K
MCM
1224
MV Capital Management
Maryland
$14.7K +$7.82K +68 +113%
RWM
1225
Reston Wealth Management
Virginia
$14.7K +$14.7K +128 New