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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 %
PFS
426
Physicians Financial Services
North Carolina
$1.27M -$24.3K -250 -2%
SFA
427
Semmax Financial Advisors
North Carolina
$1.26M +$70.6K +655 +6%
KCM
428
Kathmere Capital Management
Pennsylvania
$1.26M -$469K -4,816 -27%
BFO
429
Boston Family Office
Massachusetts
$1.26M
BMCM
430
Bryn Mawr Capital Management
Pennsylvania
$1.25M +$9.73K +100 +0.8%
AWC
431
Abundance Wealth Counselors
Pennsylvania
$1.25M +$8.66K +89 +0.7%
SGA
432
Strategic Global Advisors
California
$1.25M +$89.5K +920 +8%
QWM
433
Quadcap Wealth Management
Texas
$1.25M -$115K -1,183 -8%
BCFD
434
Boit C.F. David
$1.25M
SYBT
435
Stock Yards Bank & Trust
Kentucky
$1.23M -$643K -6,605 -34%
AL
436
Arnhold LLC
New York
$1.23M
DCM
437
DGS Capital Management
New Jersey
$1.23M +$187K +1,918 +18%
TPCW
438
TD Private Client Wealth
New York
$1.22M +$13K +134 +1%
GC
439
Guggenheim Capital
Illinois
$1.22M -$166K -1,706 -12%
HKAM
440
Horizon Kinetics Asset Management
New York
$1.22M +$39.2K +403 +3%
SF
441
Synovus Financial
Georgia
$1.21M -$653K -6,704 -35%
GWM
442
Glass Wealth Management
Texas
$1.21M
SWP
443
Stratos Wealth Partners
Ohio
$1.21M -$6.23K -64 -0.5%
GWM
444
Greenwich Wealth Management
Connecticut
$1.21M +$63.6K +653 +6%
SSB
445
Sandy Spring Bank
Maryland
$1.19M -$66.6K -684 -5%
FFA
446
Farther Finance Advisors
California
$1.19M -$93.5K -961 -7%
KTC
447
Kentucky Trust Company
Kentucky
$1.19M +$1.19M +12,237 New
ACM
448
Ativo Capital Management
Illinois
$1.19M -$27.1K -279 -2%
PFGIA
449
Patriot Financial Group Insurance Agency
Massachusetts
$1.18M +$135K +1,389 +13%
AWM
450
Aberdeen Wealth Management
Illinois
$1.17M -$68.1K -700 -5%