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Novartis

1,327 hedge funds and large institutions have $12.9B invested in Novartis in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 418 increasing their positions, 465 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+24
Holders Change %
+1.84%
% of All Funds
17.67%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
153
Increased
418
Reduced
465
Closed
106
Calls
$190M
Puts
$250M
Net Calls
-$60.3M
Net Calls Change
+$63M
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
226
Wilmington Savings Fund Society
Delaware
$4.03M +$2.73K +28 +0.1%
LCM
227
Logan Capital Management
Pennsylvania
$4.03M +$53K +545 +1%
PA
228
Perennial Advisors
New York
$4.01M +$4.01M +41,171 New
NW
229
Naviter Wealth
Arkansas
$3.94M -$957K -9,837 -20%
PAG
230
Private Advisor Group
New Jersey
$3.94M +$143K +1,466 +4%
S
231
SignatureFD
Georgia
$3.9M -$38.5K -396 -1%
HKIM
232
Hayek Kallen Investment Management
Alabama
$3.9M -$23.8K -245 -0.6%
CAM
233
Carret Asset Management
New York
$3.88M
MIS
234
Morningstar Investment Services
Illinois
$3.87M -$32.7M -336,180 -89%
Simplex Trading
235
Simplex Trading
Illinois
$3.86M +$3.75M +38,588 +3,467%
VOYA Investment Management
236
VOYA Investment Management
Georgia
$3.77M -$1.52M -15,665 -29%
CWP
237
Capital Wealth Planning
Florida
$3.76M +$304K +3,120 +9%
FGC
238
Financial Gravity Companies
Texas
$3.72M +$160K +1,640 +4%
CGH
239
Crossmark Global Holdings
Texas
$3.72M +$254K +2,610 +7%
HTC
240
Haverford Trust Company
Pennsylvania
$3.69M +$50.2K +516 +1%
Acadian Asset Management
241
Acadian Asset Management
Massachusetts
$3.67M -$342K -3,521 -9%
KAS
242
Kestra Advisory Services
Texas
$3.67M -$14.7M -151,021 -80%
AAM
243
Azzad Asset Management
Virginia
$3.65M +$104K +1,067 +3%
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
$3.61M +$398K +4,091 +12%
BEI
245
Benjamin Edwards Inc
Missouri
$3.6M -$834K -8,558 -19%
WIA
246
World Investment Advisors
California
$3.59M +$317K +3,258 +10%
CAM
247
Cresset Asset Management
Illinois
$3.58M -$4.02M -41,353 -53%
CIA
248
Choate Investment Advisors
Massachusetts
$3.57M +$380K +3,910 +12%
WIC
249
Woodmont Investment Counsel
Tennessee
$3.55M -$117K -1,204 -3%
SGI
250
Summit Global Investments
Utah
$3.52M +$3.52M +36,154 New