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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 %
DAS
376
Dynamic Advisor Solutions
Arizona
$1.61M -$8.95K -92 -0.6%
CAG
377
Csenge Advisory Group
Florida
$1.6M +$620K +6,369 +64%
AI
378
Arvest Investments
Arkansas
$1.59M -$113K -1,159 -7%
PG
379
Patten Group
Tennessee
$1.59M -$4.48K -46 -0.3%
AWP
380
Ascent Wealth Partners
New York
$1.58M +$16.4K +169 +1%
Lido Advisors
381
Lido Advisors
California
$1.57M +$105K +1,081 +7%
DWT
382
Dorsey & Whitney Trust
South Dakota
$1.57M -$16K -164 -1%
HCMT
383
Highland Capital Management (Tennessee)
Tennessee
$1.57M -$38.9K -400 -2%
TD Asset Management
384
TD Asset Management
Ontario, Canada
$1.56M -$5.06K -52 -0.3%
ACA
385
Aptus Capital Advisors
Alabama
$1.56M +$1.12M +11,479 +252%
EI
386
Ellevest Inc
New York
$1.55M -$226K -2,326 -13%
AA
387
Altman Advisors
Illinois
$1.55M +$28K +288 +2%
AFG
388
Atomi Financial Group
New York
$1.55M -$239K -2,458 -13%
S
389
SimplyRich
California
$1.55M -$98.4K -1,012 -6%
HFS
390
Hantz Financial Services
Michigan
$1.54M -$36K -370 -2%
KCM
391
Kennedy Capital Management
Missouri
$1.54M +$1.54M +15,840 New
AA
392
AlphaCentric Advisors
Puerto Rico
$1.53M +$1.53M +15,719 New
EFMC
393
Empire Financial Management Company
New York
$1.49M +$87.5K +899 +6%
IA
394
IAM Advisory
Pennsylvania
$1.48M +$24K +247 +2%
MFG
395
Mosaic Financial Group
Illinois
$1.47M +$57.2K +588 +4%
PVI
396
Pine Valley Investments
New Jersey
$1.46M
RPSA
397
Richard P. Slaughter Associates
Texas
$1.46M -$43.6K -448 -3%
CWM
398
Compass Wealth Management
Connecticut
$1.46M -$158K -1,625 -10%
NAMP
399
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.45M
BCM
400
BTC Capital Management
Iowa
$1.45M +$156K +1,608 +12%