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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 %
EWA
451
EP Wealth Advisors
California
$1.17M -$159K -1,630 -12%
GIC
452
Generali Investments CEE
Czech Republic
$1.17M +$1.17M +12,000 New
BCM
453
Brookstone Capital Management
Illinois
$1.16M +$12.7K +130 +1%
TCOO
454
Trust Company of Oklahoma
Oklahoma
$1.16M +$17.2K +177 +2%
LWL
455
Leo Wealth LLC
Texas
$1.16M -$201K -2,066 -15%
IC
456
IEQ Capital
California
$1.16M -$134K -1,375 -10%
SCM
457
Sterling Capital Management
North Carolina
$1.15M -$132K -1,358 -10%
AWM
458
Apollon Wealth Management
South Carolina
$1.15M +$90.1K +926 +8%
SCTC
459
Sanibel Captiva Trust Company
Florida
$1.15M -$39.4K -405 -3%
CIC
460
Carnegie Investment Counsel
Ohio
$1.14M -$19.5K -200 -2%
VWM
461
Venturi Wealth Management
Texas
$1.13M +$582K +5,983 +106%
CastleKeep Investment Advisors
462
CastleKeep Investment Advisors
Connecticut
$1.13M +$105K +1,080 +10%
BA
463
Bridgewater Advisors
New York
$1.13M -$8.94K -90 -0.8%
MWM
464
Mission Wealth Management
California
$1.13M +$20.9K +215 +2%
VPI
465
Value Partners Investments
Manitoba, Canada
$1.11M +$7.83K +66 +0.7%
ARG
466
Advisory Resource Group
Oklahoma
$1.11M -$93.8K -964 -8%
CNFG
467
Creegan & Nassoura Financial Group
New Hampshire
$1.11M -$24.3K -250 -2%
SC
468
Savant Capital
Illinois
$1.11M +$1.07K +11 +0.1%
HH
469
Hilltop Holdings
Texas
$1.11M +$9.44K +97 +0.9%
BEAM
470
Baker Ellis Asset Management
Washington
$1.1M -$54.2K -557 -5%
CC
471
Callan Capital
California
$1.1M -$92.4K -950 -8%
FPWM
472
FSB Premier Wealth Management
Iowa
$1.1M +$185K +1,896 +20%
AWM
473
Avior Wealth Management
Nebraska
$1.1M -$973 -10 -0.1%
VSQM
474
V-Square Quantitative Management
Illinois
$1.09M +$248K +2,538 +29%
CUAMC
475
China Universal Asset Management Company
China
$1.09M +$1.09M +11,220 New