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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 %
KBG
326
Kahn Brothers Group
New York
$2.06M +$350K +3,600 +20%
MYIA
327
Mount Yale Investment Advisors
Colorado
$2.06M -$98.5K -1,012 -5%
EHC
328
Everett Harris & Co
California
$2.05M -$36.5K -375 -2%
GLA
329
Great Lakes Advisors
Illinois
$2.03M +$199K +2,048 +11%
PMWMG
330
Parr McKnight Wealth Management Group
Minnesota
$2.02M +$2.02M +20,736 New
PA
331
Procyon Advisors
Connecticut
$2.01M -$21.4K -220 -1%
CT
332
Coastline Trust
Rhode Island
$2.01M
TPM
333
Triasima Portfolio Management
Quebec, Canada
$1.99M -$1.15M -11,777 -36%
WWA
334
WCG Wealth Advisors
Nevada
$1.98M +$106K +1,091 +6%
IIM
335
Ipswich Investment Management
Massachusetts
$1.97M
FHB
336
First Hawaiian Bank
Hawaii
$1.97M -$56.1K -577 -3%
FM
337
Family Management
New York
$1.96M +$1.96M +20,127 New
NAM
338
NorthCrest Asset Manangement
Minnesota
$1.93M -$3.67M -37,716 -66%
Massachusetts Financial Services
339
Massachusetts Financial Services
Massachusetts
$1.92M +$1.92M +19,772 New
BRWA
340
B. Riley Wealth Advisors
Florida
$1.92M -$271K -2,783 -12%
OPA
341
Old Port Advisors
Maine
$1.9M -$3.02K -31 -0.2%
TCOT
342
Trust Company of Toledo
Ohio
$1.89M -$24.1K -248 -1%
CCG
343
Cloverfields Capital Group
Minnesota
$1.89M +$117K +1,200 +7%
BP
344
Ballentine Partners
Massachusetts
$1.87M +$80.2K +824 +4%
ORG
345
Optimist Retirement Group
Washington
$1.86M -$24K -247 -1%
CA
346
Clearstead Advisors
Ohio
$1.85M -$61.1K -628 -3%
CIBC Asset Management
347
CIBC Asset Management
Ontario, Canada
$1.84M +$1.93K +20 +0.1%
AFM
348
Abbot Financial Management
Massachusetts
$1.84M -$2.92K -30 -0.2%
FM
349
Foster & Motley
Ohio
$1.82M -$21.5K -221 -1%
DWA
350
Dorsey Wright & Associates
California
$1.82M -$186K -1,910 -9%