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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
17.66%
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 %
PCIA
351
Prime Capital Investment Advisors
Kansas
$1.79M -$43.2K -444 -2%
JPWM
352
Jamison Private Wealth Management
Georgia
$1.79M
JIC
353
Johnson Investment Counsel
Ohio
$1.78M -$24.3K -250 -1%
QP
354
Quartz Partners
New York
$1.77M +$83K +853 +5%
QCG
355
Quadrant Capital Group
Ohio
$1.76M +$34.3K +352 +2%
VT
356
Vise Technologies
New York
$1.75M +$127K +1,302 +8%
III
357
Independent Investors Inc
New York
$1.74M
Balyasny Asset Management
358
Balyasny Asset Management
Illinois
$1.74M +$1.74M +17,872 New
HL
359
HeadInvest LLC
Maine
$1.74M
MIP
360
Marietta Investment Partners
Wisconsin
$1.73M -$325K -3,340 -16%
GT
361
Greenleaf Trust
Michigan
$1.73M +$18.7K +192 +1%
NPA
362
Nichols & Pratt Advisers
Massachusetts
$1.72M -$1.91M -19,625 -53%
OCAM
363
Onex Canada Asset Management
Ontario, Canada
$1.72M -$1.95M -20,033 -53%
PFS
364
Prospera Financial Services
Texas
$1.71M +$47.1K +484 +3%
AUB
365
Atlantic Union Bankshares
Virginia
$1.7M -$20.2K -208 -1%
ECM
366
Evergreen Capital Management
Washington
$1.7M +$278K +2,855 +20%
FC
367
FORA Capital
Florida
$1.69M +$1.69M +17,380 New
PWM
368
Perigon Wealth Management
California
$1.69M -$1.47K -15 -0.1%
CCA
369
Checchi Capital Advisers
California
$1.68M -$24.3K -250 -1%
KFS
370
Kurt F. Somerville
$1.67M -$777K -7,980 -32%
AMG
371
Advisors Management Group
Wisconsin
$1.66M -$18.2K -187 -1%
BFA
372
Benedict Financial Advisors
Georgia
$1.64M -$3.41K -35 -0.2%
KPWS
373
Kestra Private Wealth Services
Texas
$1.63M +$28.4K +292 +2%
RIL
374
Rothschild Investment LLC
Illinois
$1.62M +$9.83K +101 +0.6%
PAM
375
Palisade Asset Management
Minnesota
$1.62M