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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 %
PNC
401
Park National Corp
Ohio
$1.44M -$15.4K -158 -1%
SFG
402
SevenBridge Financial Group
Pennsylvania
$1.44M -$76.5K -710 -5%
LBC
403
Lowe Brockenbrough & Co
Virginia
$1.43M -$60.1K -618 -4%
USCWA
404
U.S. Capital Wealth Advisors
Texas
$1.43M +$20.7K +213 +1%
SCM
405
Stonebridge Capital Management
California
$1.42M -$14.6K -150 -1%
MIM
406
Marco Investment Management
Georgia
$1.42M -$29.2K -300 -2%
FRM
407
Fox Run Management
Connecticut
$1.41M -$15.4K -158 -1%
FHA
408
First Horizon Advisors
Tennessee
$1.41M +$5.45K +56 +0.4%
SIA
409
Schechter Investment Advisors
Michigan
$1.4M -$177K -1,817 -11%
PA
410
Parallel Advisors
California
$1.4M +$48.3K +496 +4%
VFA
411
Voya Financial Advisors
Connecticut
$1.4M +$72.2K +742 +5%
DM
412
Delphi Management
Massachusetts
$1.39M +$110K +1,128 +9%
ONB
413
Old National Bancorp
Indiana
$1.39M +$21.4K +220 +2%
RGC
414
Roberts, Glore & Co
Illinois
$1.38M -$19K -195 -1%
AWA
415
Aaron Wealth Advisors
Illinois
$1.37M +$95.9K +986 +8%
FNBT
416
FineMark National Bank & Trust
Florida
$1.35M -$90.5K -930 -6%
S4W
417
Solutions 4 Wealth
Texas
$1.34M
PCM
418
Parsons Capital Management
Rhode Island
$1.34M -$105K -1,078 -7%
LFA
419
Legacy Financial Advisors
Kentucky
$1.34M +$256K +2,635 +24%
MAM
420
Milestone Asset Management
Pennsylvania
$1.33M +$1.33M +13,701 New
SC
421
Sepio Capital
Utah
$1.33M -$1.85K -19 -0.1%
AIA
422
AIMZ Investment Advisors
California
$1.29M -$9.73K -100 -0.7%
ADMI
423
Albert D. Mason Inc
Massachusetts
$1.29M -$21.7K -223 -2%
AC
424
Arjuna Capital
North Carolina
$1.28M -$19.3K -198 -1%
SCA
425
Snowden Capital Advisors
New York
$1.27M -$71.3K -733 -5%