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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 %
PHS
251
Pekin Hardy Strauss
Illinois
$3.52M -$228K -2,343 -6%
ATC
252
Argent Trust Co
Tennessee
$3.47M +$59.2K +608 +2%
ASN
253
Advisory Services Network
Georgia
$3.39M -$16.7K -172 -0.5%
RhumbLine Advisers
254
RhumbLine Advisers
Massachusetts
$3.38M -$548K -5,636 -14%
Fayez Sarofim & Co
255
Fayez Sarofim & Co
Texas
$3.37M -$550K -5,654 -14%
OC
256
Oppenheimer & Co
New York
$3.36M +$65.3K +671 +2%
WA
257
WealthTrust Axiom
Pennsylvania
$3.29M -$94.9K -975 -3%
YCM
258
Yousif Capital Management
Michigan
$3.29M
BCI
259
Brinker Capital Investments
Pennsylvania
$3.27M +$117K +1,198 +4%
OPS
260
Orion Portfolio Solutions
Nebraska
$3.27M +$117K +1,198 +4%
FWIA
261
Fort Washington Investment Advisors
Ohio
$3.2M -$106K -1,090 -3%
DC
262
Davenport & Co
Virginia
$3.18M -$109K -1,118 -3%
CTA
263
Chesley Taft & Associates
Illinois
$3.15M -$112K -1,155 -3%
NIM
264
Northeast Investment Management
Massachusetts
$3.11M -$14.8K -152 -0.5%
AP
265
Arlington Partners
Alabama
$3.03M -$623K -6,404 -17%
Twin Tree Management
266
Twin Tree Management
Texas
$3.01M +$2.15M +22,105 +250%
CAMG
267
CWA Asset Management Group
Florida
$3M +$503K +5,164 +20%
CL
268
Choreo LLC
Illinois
$3M -$63.5K -652 -2%
Diamond Hill Capital Management
269
Diamond Hill Capital Management
Ohio
$2.99M +$362K +3,715 +14%
NB
270
NBT Bank
New York
$2.98M -$163K -1,675 -5%
GWM
271
Geneos Wealth Management
Colorado
$2.93M +$103K +1,058 +4%
PP
272
Patten & Patten
Tennessee
$2.93M -$255K -2,625 -8%
AAS
273
Avantax Advisory Services
Texas
$2.91M +$276K +2,835 +10%
EGM
274
Engineers Gate Manager
New York
$2.91M +$2.33M +23,983 +405%
GT
275
Glenmede Trust
Pennsylvania
$2.91M -$755K -7,755 -21%