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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 %
CWG
276
Cornerstone Wealth Group
North Carolina
$2.89M +$151K +1,549 +6%
CIP
277
Capital Insight Partners
Arizona
$2.89M +$266K +2,737 +10%
DWP
278
Daymark Wealth Partners
Ohio
$2.85M +$136K +1,395 +5%
PCA
279
Providence Capital Advisors
North Carolina
$2.81M +$681 +7 +0%
CFO
280
Callan Family Office
Pennsylvania
$2.81M +$2.62M +26,973 +1,419%
BFS
281
Bradley Foster & Sargent
Connecticut
$2.8M -$12.2K -125 -0.4%
PS
282
Principal Securities
Iowa
$2.8M +$254K +2,613 +10%
CG
283
Caprock Group
Idaho
$2.77M -$250K -2,566 -8%
NGA
284
Naples Global Advisors
Florida
$2.73M -$4.87K -50 -0.2%
MFFIA
285
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.72M +$2.43K +25 +0.1%
TW
286
Transform Wealth
Colorado
$2.72M -$37.9K -389 -1%
MC
287
Moors & Cabot
Massachusetts
$2.71M -$67.5K -694 -2%
MOS
288
MGO One Seven
Ohio
$2.7M +$296K +3,042 +12%
AWS
289
Atria Wealth Solutions
New York
$2.7M +$349K +3,582 +15%
TCM
290
Telos Capital Management
California
$2.69M +$101K +1,039 +4%
SFA
291
Sequoia Financial Advisors
Ohio
$2.69M +$50.9K +523 +2%
BIC
292
Beach Investment Counsel
Pennsylvania
$2.68M -$611K -6,276 -19%
LJHT
293
Laurie J. Hall Trustee
$2.65M -$32.8K -337 -1%
OA
294
Oxbow Advisors
Texas
$2.62M +$144K +1,480 +6%
YIH
295
Y-Intercept (HK)
Hong Kong
$2.6M +$2.6M +26,731 New
WA
296
Wambolt & Associates
Colorado
$2.59M -$488K -5,011 -16%
FAM
297
Fred Alger Management
New York
$2.56M
AAM
298
Advisors Asset Management
Colorado
$2.52M +$118K +1,213 +5%
FBC
299
Fairfield, Bush & Co
Connecticut
$2.48M +$55.2K +567 +2%
AP
300
Americana Partners
Texas
$2.48M -$246K -2,527 -9%